Independent investment risk profiling
1,650+ risk profiled solutions, trusted by over 40% of UK advice firms.
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Dynamic Planner’s independent investment risk profiling service provides a tried and tested assessment of the expected long-term risk characteristics of an investment fund or model portfolio.
Our risk analysis is uniquely robust, drilling into a solution’s underlying holdings, which are shared directly by the fund’s manager, and provide a granular assessment of its risk in relation to Dynamic Planner’s 75 asset class asset risk model. The correlations and covariances of each holding are carefully unpacked to reach a final risk profile for a solution.
Our award winning platform enables advisers to match clients with your solutions with confidence while meeting and exceeding the regulator’s suitability requirements.
Industry leading risk profiling for your solutions
- 1,650+ risk profiled investments
- Having a Dynamic Planner risk profile helps firms use your solution as part of a compliant advice process
- Industry-leading asset risk model based on 75 asset classes
- Specialist badges available for Risk Target Managed, Risk Managed Decumulation and Single Strategy Mapped
- Formal quarterly review of all holdings throughout the period to ensure continuing suitability and relevance
Dynamic Planner’s research uses information sourced directly from asset managers, product providers and investment platforms. Risk profiling is based on your holdings, trading and tactics, to provide you and your clients with the most thorough assessment of expected risk and reward available.
Dynamic Planner’s powerful, forward-looking asset risk model has consistently delivered over its 19 year history, performing within expected value at risk targets through periods of elevated market risk, including the 2008 financial crisis and the Covid-19 pandemic. It is built on academic principles and overseen by Dynamic Planner’s Investment Committee, which includes internal and external specialists. The Committee meets each quarter to assess and review the benchmark asset allocations for the 1-10 Dynamic Planner risk profiles.
Investment Risk Targeting
Risk Managed Decumulation
Single Strategy Mapped
Research & DFM / MPS Reporting
