A pioneering approach to single-strategy mapping
Dynamic Planner maps single-strategy funds with the same rigour as multi-asset solutions, with a consistent definition of risk.
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Using data directly from asset managers for more accurate risk and suitability assessment, Dynamic Planner’s Single Strategy Mapped Service supports better-informed decisions about the use of single strategy funds in client portfolios.
As a result, advisers can make recommendations and build and manage model portfolios with greater efficiency and confidence.
Greater accuracy in solutions mapping
- Underlying holdings mapped against 75 asset classes
- Clear communication of funds for use in wider portfolios
- Construct diversified portfolios with greater accuracy
- Select solutions from a larger fund universe
- Single definition of investment risk
Dynamic Planner is a trusted shop window for your solutions, providing whole of market research to more than 4 in 10 UK advice firms. We risk profile 1,650+ solutions from 150 leading names in asset management.
We work with you each quarter, using your own granular holdings data to provide the most accurate assessment of risk. As a result, advisers can recommend and use your solutions with confidence.
Investment Risk Profiling
Investment Risk Targeting
Risk Managed Decumulation
Research & DFM / MPS Reporting
