Albemarle Street Partners’ ASPIM Growth range is now risk profiled on Dynamic Planner, as part of its drive to support advisers in ensuring investment suitability.
The ASPIM Growth range consists of 11 portfolios; ASPIM Growth 2-10, ASPIM Growth Equity and ASPIM Growth Unconstrained, that are designed to align with various risk profiles.
Advice firms will now be able to recommend the ASPIM Growth range on the Dynamic Planner platform with “precision accuracy,” Dynamic Planner said. Following the data being sourced directly from the manager, and processed by the asset risk modelling team, it is displayed with a risk profile number in the tech, as well as the client app and client reports.
Yasmina Siadatan, chief revenue officer at Dynamic Planner, said: “Albemarle joins the continuously expanding universe of over 900 MPS risk profiled and processed in this way. With the number of MPS on the rise, along with assets in them, we are correspondingly risk profiling a wider universe of solutions, delivering more value in the financial planning process, unlocking capacity and crucially ensuring investment suitability, now and ongoing.”
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