Advice firms have real opportunity under UK Sustainability Disclosure Requirements
By Tribe Impact Capital The announcement of the UK’s proposed Sustainability Disclosure Requirements (SDR), followed by the recent release of the Roadmap for Sustainable Investing, is the latest indication that sustainability will continue to be central to the world of financial advice. For financial advisers, as the SDR are implemented, there’s an enormous opportunity to […]
Inflation – What to make of the current dynamics
By Maria Municchi, Multi Asset Fund Manager, M&G The recent bout of volatility has affected both equities and fixed income markets. In this article, by Multi Asset Fund Manager Maria Municchi, we would like to explain our views on the current interest rate regime and our assessment of the inflation scenario. Recent market movements are […]
Market outlook: Three things to look out for over the next year
As we enter the last quarter of 2021, we believe that these are likely to be the main areas of focus for investors over the next 12 months, writes Maria Municchi, Multi Asset Fund Manager with M&G Investments. Growth and how this is affected by further COVID-19 developments Tapering and the influence of the US […]
Dynamic planner’s Louis Williams named Future Leader in Knowledge Transfer Partnership Awards
Dynamic Planner’s Head of Psychology & Behavioural Insights Louis Williams, has been named as one of the eight Knowledge Transfer Partnership (KTP) Awards’ Future Leader for 2021 Winners. Louis has worked with Dynamic Planner for two years, spearheading a cutting-edge behavioural science and investment initiative with Henley Business School, an alliance formed via the Government-backed […]
Inflation and us
Who are CAM? What do we do? City Asset Management (CAM) exists to increase the real wealth of clients. We achieve this through a rigorous real return investment management process, combined with an exceptional level of personal service. Being outcome focused investors, our core multi-asset investment services are designed to outperform inflation-plus benchmarks over the […]
Dynamic Planner Updates – July 2021
It’s been a busy few months here as the team have been working hard to complete a number of exciting updates and enhancements. Firstly, we’ve added a number of features to our Cash flow tool. Building on the goals feature we released in May, we’ve added a number of new visualisation options to help you […]
How can we help you join up suitability and sustainability?
For those of you who couldn’t join us last month for our sustainable investing events, you may not yet have seen the new sustainability questionnaire in Dynamic Planner. This has been specifically purposed to help you engage with your clients in a structured way, so you can properly understand their level of preferences when it […]
What are your clients really thinking about responsible investing?
By Close Brothers Asset Management In January 2021, Close Brothers Asset Management commissioned Censuswide to survey over 2,000 investors across the UK. Those surveyed had an average of £320,000 invested in a general investment account, stocks and shares ISA, self-invested personal pension or share dealing account. Here, we explore some of the key findings. By […]
The trouble with advisory models…
RSMR has been offering model portfolios since 2012 through a number of partnerships and some of you will know RSMR through using these advisory models. We caught up with RSMR’s Ken Rayner to hear about the problems that some of their advisory model clients have been facing. The dreaded quarterly review “We do receive feedback […]
Dynamic Planner Updates – May 2021
By Joshua Knight, Head of Product It’s been a busy few months! And now, in our May release, we’re excited to release a number of exciting changes. Firstly, our new Sustainability questionnaire is now available for all users. You’ll notice the ‘Risk profiling’ process has been reborn as the ‘Client profiling’ process, with its broader […]
EQ Investors portfolios now risk profiled on Dynamic Planner
Advice firms can now benefit from EQ Investors range of solutions being risk profiled on Dynamic Planner. EQ Investors (EQ) is an award-winning B Corp discretionary fund manager focused on sustainable and impact investing and has been running sustainable portfolios since 2012. EQ offers two sustainable solutions for advisers: Positive Impact (active) and Future Leaders […]
Inflation protection – What’s the right recipe?
The key ingredient for inflation protection may be hiding in plain sight By Steve Russell, Investment Director, Ruffer LLP Source: Google trends, Ruffer LLP. Figures represent search interest relative to highest point in the period. 100 equals peak popularity, 50 means the term is half as popular. Inflation is in the news again. Many […]
How does our new sustainable investing questionnaire work?
By Louis Williams, Head of Psychology & Behavioural Insights Advice firms aim to optimise their clients’ investment returns. But the potential impact sustainable investing can have can be misjudged, alongside the importance clients place on returns and their sustainability preferences. As sustainable investing, as a subject, considers managing risk, doing well by doing good, reduced […]
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 […]