Investment Research

Whatever type of investment solutions you recommend, Dynamic Planner is home to institutional-quality research you can trust.

Access independent, whole of market research of 1,700+ risk profiled multi-asset solutions. They include 950+ model portfolios from discretionary managers. Solutions are risk profiled each quarter so that, for your governance, you can be confident of their ongoing suitability for your clients.

Research and recommend to a client solutions which target risk, for greater consistency of outcome. Research solutions for your clients in decumulation, which smooth the volatility journey. At a firm level, create shortlists of investment solutions. Or build and manage your own model portfolios, researching solutions by specific asset class. However you work, in Dynamic Planner, your firm has control and oversight of your centralised propositions.

Working with asset managers

In Dynamic Planner, you can complete investment research which is overarching, at a top-level, or you can drill down more deeply if required. Dynamic Planner’s Investment Services team work closely with more than 150 asset management firms, receiving details of each solution’s underlying holdings and objectives, and providing you and your client with the most accurate assessment of its expected risk and return.

Dynamic Planner avoids what the FCA has termed ‘miscalibration’, by adopting the same assumptions for risk profiling your client; for risk profiling investment solutions and portfolios; and for cash flow planning. Underpinning that, language, analysis and its presentation in reports for a client are seamless, supporting understanding and equipping a client to make timely and informed decisions in their best interests.

 

  • Access whole of market, independent investment research
  • 1,500+ solutions risk profiled each quarter for ongoing suitability
  • Accurately match a recommendation with a client’s risk profile
  • At a firm level, create fund shortlists. Or build your own model portfolios
  • Powerful asset allocation model proven during market crises post-2005

Research rebuilt post-MiFID

In Dynamic Planner, your firm can also complete independent, whole of market product and platform research, extending and evidencing your governance and the delivery of good outcomes for a client. Cross reference which platforms house which solutions, and vice-versa. Check which solutions sit on which platforms.

Research in Dynamic Planner has been rebuilt following MiFID II and PROD, and is designed to enable you to identify the needs, characteristics and objectives of an individual client or a group of clients, by doing so, avoiding foreseeable harm and driving good outcomes.

In Dynamic Planner, you are enabled to identify your different target markets of clients at a sufficiently granular level by key characteristics; risk and sustainability profile; and by complexity of product. To maximise your efficiencies, link your completed research, including shortlists and model portfolios, to your different target markets.

Proven Asset Risk Model

Dynamic Planner is known within financial services for its Asset Risk Model, which first launched in 2005. In nearly two decades since, the model has performed within Value at Risk targets throughout times of elevated market risk, which include the 2008 financial crisis, and 2020 and the Covid pandemic.

Capital Market Assumptions within Dynamic Planner’s Asset Risk Model are reviewed and updated quarterly. In the construction and the tactical management of portfolios, you are enabled to accurately assess the risk implications, relative to a benchmark allocation.

You can use Dynamic Planner’s research and choose not to follow a benchmark allocation for any of its 1-10 risk profiles. The system enables you to accurately assess the risk of any combination of assets, so that you can safely deviate from the benchmark allocation sitting equidistant between the risk boundaries for the respective risk profile. It provides you with a perfect starting place.

In analysis, Dynamic Planner highlights the consequences, in terms of risk and return, of diverging from a benchmark allocation. Dynamic Planner partners with MSCI, the author of some of the most used indexes in the financial world, enabling you to review portfolio and fund performance against a benchmark allocation, in both current and historic market conditions.

View more information about our risk targeted funds
We have our own Investment Committee and create fund shortlists and stick to them as much as possible. Very nearly all funds on those shortlists are risk profiled in Dynamic Planner.
Jack Igglesden
Radcliffe & Co

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