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.
Request DemoDig deeper in your research and ensure investment suitability
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
A trusted shop window for investment solutions
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.