Dynamic planner launches industry’s first psychometric sustainable investing questionnaire

Dynamic Planner is set to launch the industry’s first psychometric Sustainable Investing questionnaire. Launching on 7th May to all advice firms and clients using Dynamic Planner, the ESG investing questionnaire provides a simple, yet academically robust solution to the challenges advisers face when talking to their clients about environmental, social and governance (ESG) factors and […]

Three big ESG questions for advisers

A conversation with Ken Rayner, CEO of RSMR As ESG (Environmental, Social and Governance) becomes a major theme in investor preferences and adviser-investor conversations, the regulatory pressure also continues to build, with the FCA now fully embedding climate considerations into their remit. RSMR, whose Managed Portfolio Service (MPS) is now available in Dynamic Planner, has […]

Don’t let perfect be the enemy of good as big ESG picture becomes clear

Sustainability and its implications for risk and for the suitability of investment portfolios is now centre stage for all parties across financial services. Environmental, social and governance factors potentially having a negative effect on the value of investments are all in the spotlight. For example, the instances of workforce standards in a company’s supply chain […]

Sustainable investing – Why it’s good to talk to clients now

What is driving growth today in sustainable investing? How can advice firms demonstrate value to their clients here? And what is making some advisers wary of talking about sustainable investing or ESG? Naomi English, Head of ESG Product Strategy at global giant MSCI, delivered a timely keynote at the 2021 Dynamic Planner Conference, answering those […]

Welcome to intelliflo

By intelliflo You may have noticed a change in our intelliflo brand. This new identity is more than just a logo change. It marks the start of an exciting new era for our customers as we bring five companies together across all the countries we serve. On March 1 we announced that we are establishing […]

Multi-asset allocation views: Room to grow

The early part of a year gives investors an opportunity to take stock. Sunil Krishnan – Head of Multi-asset Funds, Aviva Investors – reflects on how the current environment is shaping our views for multi-asset portfolios Despite some clear economic challenges, we are constructive on the outlook for the economy and risk assets. Strict lockdowns […]

A tree with view of field in Reading

Decumulation – Finding tranquillity in the midst of volatility

By Sam Liddle, Sales Director, Church House Investment Management As Covid-19 swept the globe in 2020, its effects were clearly devastating on the lives of individuals and businesses. The ripple effect will likely continue for some years to come, not least on economies and markets. What we see today is a rather volatile market. This […]

Truly engaging financial planning is our vision for a new hybrid world

Speaking virtually to 1000 financial services professionals from across the UK at its 9th Annual Conference this morning, Dynamic Planner’s CEO Ben Goss praised the transformation of the financial planning profession over the last 12 months and claimed that advisers and clients who more fully embrace technology will better weather the challenges to come. He […]

A big vault

Supporting advisers in the quest for responsible CIPs

By Bordier UK The COVID-19 pandemic and the global response to fight it has steered our lives, economies and financial markets over the past year. Whilst the longer-term effects are still being unraveled, it has become clear that the coronavirus pandemic has given greater prominence to the environmental, social and governance (‘ESG’) agenda; key issues […]

Does lifting lockdown mean lifting markets?

Progress towards easing COVID-19 restrictions is good news for the economy and society. But it has different implications for different asset prices, writes John Roe, Head of Multi-Asset Funds, LGIM Policymakers must strike a difficult balance on the question of when lockdown measures can safely be removed. Vaccination rates in some parts of the world […]

Q4 2020 Multi-asset fund update – Market overview

By Canada Life Asset Management The fourth quarter of 2020 brought a swathe of positive economic, political and medical news, sparking a wave of investor optimism. Despite a resurgence in COVID-19 infection rates in the UK, Europe and the US, global equities and corporate bonds delivered positive returns. Central banks continued to expand their asset […]

Multi-disciplinary investing: Always learning

JM Finn Fund Manager James Godrich explains what he has learnt from planes, jazz, Jonny Wilkinson, cricket and doctors that can be applied to investment management A fund manager is often judged on his grey hairs, his experience of living market cycles and comparing moments in time to a bygone era, but some of the […]

What could possibly go wrong? Evoking memories of the South Sea Bubble… both bad and good

By Steve Russell, Investment Director, Ruffer LLP   Source: Citi, Dealogic We all know that 2020 was an incredible, and terrible, year. The pandemic caused the worst recession for centuries, along with an appalling death toll and suffering. Meanwhile, financial assets pushed ever upwards, surfing a wave of liquidity meant to counteract the impact of […]

Drivers and developments in sustainable multi asset investing

By Maria Municchi, Fund Manager, Sustainable Multi Asset Fund Range, M&G Investments Sustainable investment approaches look to the future, by investing responsibly and supporting the environment and society. So sustainable investment strategies should aim to achieve objectives that include meeting financial goals, as well as preserving our planet’s resources, recovering its climate and making life […]

FCA investment pathways: A risk or an opportunity for advice firms?

On 1 February 2021, the FCA’s ‘investment pathways’ were introduced and while consequences are keenest, in this context, for non-advised investors, advice firms and their clients too are not unaffected. This regulatory development can be spun as a risk to firms potentially losing valuable new business. Or an opportunity for firms to separate themselves and […]

Why remaining invested can outshine volatile markets

By Brooks Macdonald Over the past two decades, several major global events – including most recently the coronavirus pandemic – have prompted investors to flee financial markets, but data shows this could have been a mistake. When it comes to achieving long-term financial goals, investing – and remaining invested – tends to be the better […]

Adding and demonstrating Value with Dynamic Planner

Outsourcing – good for clients, good for business

By Sanlam The operational benefits of having an advisory firm’s investment proposition run by a third-party investment manager are increasingly well understood. Typically, this means using a discretionary investment manager to run a discretionary model portfolio. These operational benefits include: All clients achieve the changes in their portfolio at the same time, meaning they all […]

Dynamic Planner launches sustainable investing insight

Whole of market MSCI ESG fund research now available in Dynamic Planner to help advisers match people to sustainable portfolios Helping advisers solve the ‘mystery’ of sustainable investing and ensure clients fully understand both ESG risk and opportunity 3 February 2021: Advisers using Dynamic Planner now have whole of market MSCI ESG fund research at […]

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