Investment risk targeting solutions
Improve how you manage risk in investment decisions for your clients with Dynamic Planner’s investment risk targeting solutions.
Our Risk Target Managed service highlights asset managers dedication to providing suitable solutions for their clients.
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Demonstrate ongoing suitability
Dynamic Planner’s Risk Target Managed (RTM) investment service identifies specialist, outcome-orientated multi-asset funds that are committed to remaining within Dynamic Planner’s forward-looking risk in investment framework. Post-MiFID II, such solutions offer advisers increased confidence in their ability to meet and exceed regulatory suitability requirements.
We provide a bespoke consultancy framework for investment risk targeting, enabling you to ensure your solutions are continually managed and marketed within the appropriate Dynamic Planner risk boundaries. The service includes the quarterly updated capital market assumptions for our Asset Risk Model, along with the respective Dynamic Planner benchmark asset allocations, with advance notice of planned changes.
Give continuing confidence in your fund’s level of risk
- Join a rapidly growing set of RTM funds in Dynamic Planner
- Remain aligned to Dynamic Planner’s industry-recognised risk levels
- Ensure ongoing confidence in the badge through quarterly risk reviews
- Appear in RTM fund searches in the Dynamic Planner advice platform
What is Risk Target Managed?
Each Risk Target Managed fund shares our asset allocation model’s risk definitions and forward assumptions. It is closely reviewed on an ongoing basis by both the asset manager and by Dynamic Planner. As part of our RTM service, the asset manager agrees to abide by the following commitments:
- The expected volatility of the fund is targeted to stay within the ex-ante risk boundaries of the respective Dynamic Planner risk profile.
- And/or the underlying portfolio is targeted to match the strategic asset allocations for the respective Dynamic Planner risk profile.
- The solution offers suitably diversified exposure (either directly or synthetically) to at least six asset classes included within the Dynamic Planner strategic allocations.
- The underlying asset class exposure is managed in a suitably diversified manner.
- Derivative exposure is primarily used for efficient portfolio management.
Investment Risk Profiling
Risk Managed Decumulation
Single Strategy Mapped
Research & DFM / MPS Reporting
