Each quarter, learn the overarching philosophy behind the three different risk-rated investment solutions in Dynamic Planner. What are their core strategies? What are their different outcomes for your firm’s clients?
Join senior members of Dynamic Planner’s Investment Services team to find out. Webinars provide 1.5hr of unstructured CPD and include the perspectives of asset manager partners, whose solutions are risk profiled by Dynamic Planner.
Risk Profiled Solutions
September 2023
Part of our solutions webinar series enabling Dynamic Planner users to uniquely understand more about how we risk profile funds and what our different fund badges mean, in terms of expected volatility and client outcomes. Chris and Abhi are joined by M&G
Risk Profiled Solutions
June 2023
Part of our solutions webinar series enabling Dynamic Planner users to uniquely understand more about how we risk profile funds and what our different fund badges mean, in terms of expected volatility and client outcomes. Chris and Abhi are joined by Sarasin & Partners
Risk Managed Decumulation Solutions
March 2023
A packed 45 minutes in which Chris Jones, Proposition Director at Dynamic Planner and Abhi Chatterjee, Chief Investment Strategist, discuss decumulation solutions for your clients in this target market. Chris and Abhi are joined by EPIC Investment Management.
Risk Profiled Solutions
March 2023
Part of our solutions webinar series enabling Dynamic Planner users to uniquely understand more about how we risk profile funds and what our different fund badges mean, in terms of expected volatility and client outcomes. Chris and Abhi are joined by M&G
Risk Target Managed Solutions
February 2023
Part of our solutions webinar series enabling Dynamic Planner users to uniquely understand more about how we risk profile funds and what our different fund badges mean, in terms of expected volatility and client outcomes. Chris and Abhi are joined by Brooks MacDonald
Risk Profiled Solutions
January 2023
Part of our solutions webinar series enabling Dynamic Planner users to uniquely understand more about how we risk profile funds and what our different fund badges mean, in terms of expected volatility and client outcomes. Chris and Abhi are joined by Brooks MacDonald
Risk Managed Decumulation Solutions
December 2022
A packed 45 minutes in which Chris Jones, Proposition Director at Dynamic Planner and Abhi Chatterjee, Chief Investment Strategist, discuss decumulation solutions for your clients in this target market. Chris and Abhi are joined by Bordier.
Risk Target Managed Solutions
September 2022
Part of our solutions webinar series enabling Dynamic Planner users to uniquely understand more about how we risk profile funds and what our different fund badges mean, in terms of expected volatility and client outcomes.
Risk Profiled Solutions
June 2022
Part of our solutions webinar series enabling Dynamic Planner users to uniquely understand more about how we risk profile funds and what our different fund badges mean, in terms of expected volatility and client outcomes. Chris and Abhi are joined by Aegon
Risk Managed Decumulation Solutions
May 2022
A packed 45 minutes in which Jim Henning, Head of Investment Services at Dynamic Planner and Abhi Chatterjee, Chief Investment Strategist, discuss decumulation solutions for your clients in this target market. Jim and Abhi are joined by EPIC Investment Partners.
Risk Managed Decumulation Solutions
March 2022
A packed 45 minutes in which Chris Jones, Proposition Director at Dynamic Planner and Abhi Chatterjee, Chief Investment Strategist, discuss decumulation solutions for your clients in this target market. Chris and Abhi are joined by Sam Liddle from Church House Investments
Risk Profiled Solutions
March 2022
Part of our solutions webinar series enabling Dynamic Planner users to uniquely understand more about how we risk profile funds and what our different fund badges mean, in terms of expected volatility and client outcomes.
Risk Target Managed Solutions
December 2021
Part of our solutions webinar series enabling Dynamic Planner users to uniquely understand more about how we risk profile funds and what our different fund badges mean, in terms of expected volatility and client outcomes.
Risk Profiled Solutions
September 2021
Part of our solutions webinar series enabling Dynamic Planner users to uniquely understand more about how we risk profile funds and what our different fund badges mean, in terms of expected volatility and client outcomes.
Risk Managed Decumulation Solutions
April 2021
A packed 45 minutes in which Chris Jones, Proposition Director at Dynamic Planner and Jim Henning, Head of Investment Services, discuss decumulation solutions for your clients in this target market.