Solutions Webinars

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.

Upcoming dates

Feb
21
Webinar – Risk Target Managed Solutions
February 2023
Register now
Mar
09
Webinar – Risk Profiled Solutions
March 2023
Register now
Mar
21
Webinar – Risk Managed Decumulation Solutions
March 2023
Register now
Jun
13
Webinar – Risk Profiled Solutions
June 2023
Register now

Past events on demand

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.
Watch the recording

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.
Watch the recording

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
Watch the recording

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.
Watch the recording

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
Watch the recording

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.
Watch the recording

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.
Watch the recording

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.
Watch the recording

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.
Watch the recording