Independent, whole of market risk analysis
Each quarter, we profile 1,800+ financial solutions using our industry-leading risk model. These, and many more solutions can be found in our Research module.
Request Demo
Research you can rely on
- Access independent, whole of market investment research
- 1,800+ solutions risk profiled each quarter for ongoing suitability
- Accurately match a recommendation with a client’s risk profile
- Create firm-level fund shortlists or build your own model portfolios
- Asset risk model proven over two decades, including in periods of crisis
Dynamic Planner’s whole risk profiled fund universe is analysed each quarter, to provide you with ongoing confidence in the suitability of the solutions you recommend. We risk profile solutions from 150+ leading asset management firms.
Solutions include:
- 900+ MPS from discretionary managers
- For even greater suitability, Risk Target Managed solutions, which target a specific investment risk level
- Risk Managed Decumulation solutions which defend against sequencing risk for your clients who take money from their portfolio each month
- Solutions independently rated ‘Premium’ or ‘Select’, flagging strong performance over the past five and three years, respectively
“Dynamic Planner governs asset managers’ adherence to its risk measurements and asks them to demonstrate that governance on a quarterly basis. That’s powerful due diligence.”
John Booth, Financial Adviser
Oak County Financial Services
Read Case Study
