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Our newsletter includes invitations to register for free, regular events, discussing wider market trends, but also lifting the lid on the philosophies and processes which make Dynamic Planner unique as well as the latest posts on the Dynamic Planner blog, home to expert pieces from leading members of the Dynamic Planner Team.
You will also see commentary and guest content from leading asset managers, whose funds are among the 1,350+ currently risk profiled in Dynamic Planner.
The Dynamic Planner Journal
Investors with strong risk appetite place less importance on sustainability, finds Dynamic Planner
Dynamic Planner, the UK’s leading risk based financial planning system, has analysed the data* of almost 17,500 advised investors views on the importance of sustainability. As COP 28 gets underway, Dynamic Planner has found that while investing sustainably remains an important factor, as willingness to take risk increases the importance of sustainability reduces. The analysis […]
To unitise, or not to unitise? That is the question
By Minerva Fund Management Solutions For a number of years, financial advisory firms have operated in an environment that is ever changing and bringing increased challenges to their business model. One challenge is managing a range of client portfolios across a range of clients and asset classes. As a financial advisory firm, it is an […]
Dynamic Planner now risk profiles F&C Investment Trust
Dynamic Planner, the UK’s leading risk based financial planning system, is now risk profiling the world’s oldest collective investment fund, F&C Investment Trust. Launched in 1868, F&C Investment Trust Plc is managed by Columbia Threadneedle Investments with Head of Asset Allocation (EMEA), Paul Niven, being the Trust’s Fund Manager. It is a constituent of the […]