Investments 

Dynamic Planner gives advisers institutional asset analysis

Dynamic Planner gives advisers institutional asset analysis

Dynamic Planner will provide advisers with access to its institutional level asset analysis to help them improve their risk profiling and recommendations.

For the past three years, Dynamic Planner’s asset and risk modelling team have used a set of capital market assumptions to calculate the expected returns, volatility and correlation across a range of 49 UK and global equity, bond and alternative asset classes.

This is used as part of Dynamic Planner’s fund risk profiling service to provide analysis of multi-asset fund holdings on an ongoing quarterly basis.

Access to this insight has now been extended to advice firms using Dynamic Planner.

The firm said this meant advisers will get more granular asset allocation data and their customers will get enhanced precision within fund portfolios, resulting in improved recommendations.

Chris Jones, proposition director at Dynamic Planner, said: "This is an incredibly exciting development for us and central to everything we do. Extending access to the very information that we use within our own models and services to advice firms quite literally puts institutional level asset analysis at their fingertips.

"It will enable advice firms to better ascertain individual asset characteristics such as credit risk or liquidity, helping them to help their clients fully understand their risk profile and suitability of a solution, which is a key aim of ours. This broadening of access across 49 asset classes goes right to the heart of that."

The wider spectrum of asset class assumptions is being introduced to Dynamic Planner from today (18 October) and will be applied to other funds outside the formal risk profiling service.

Tim Harvey, an adviser with Devon-based HR Independent, said: "The additional information and technical analysis is very welcome. How much notice people will take of what's going on underneath the bonnet, I don't know, but it is nice to know it is there."

Dynamic Planner's digital risk profiling and asset allocation investment service is used by more than 6,500 financial planners.

damian.fantato@ft.com

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