Dynamic Planner adds to DFM research

6 May 2024

Dynamic Planner has bolstered its DFM research capabilities with the additional past performance and a new reporting service.  

As part of its ongoing research expansion, Dynamic Planner has added the past performance for over 900 DFM MPS solutions currently risk profiled.

In addition, the newly-launched DFM MPS Report Service will focus on ensuring advice firms are fully equipped to deliver good outcomes for clients under Consumer Duty requirements. It will be powered by Dynamic Planner’s 72-asset class risk model and collection of full underlying funds holdings with performance data sourced directly from the portfolio manager.

Calculations are referenced against a set of fully regulated multi-asset benchmarks, provided by MSCI, alongside risk-adjusted peer group comparators in Dynamic Planner, the group said.

Chris Jones, chief proposition officer at Dynamic Planner, said boosting its research capabilities will enable advisers to have everything they need in one end-to-end journey.

“Adding past performance for DFM MPS and our new reporting service will equip advice firms with deeper dive research, aiding target market selection and enabling them to really get under the bonnet of these solutions for client suitability. Any questions regarding structure, fees and other characteristics will be easily answered and all within Dynamic Planner.

“Our asset risk model and relationship with MSCI put us in a unique position to provide advice firms with the granular level of data needed to ensure they are fully equipped to deliver good outcomes for their clients, clearly demonstrating the value received for the risks being taken using model portfolios.”

Dynamic Planner said the research will consider key risk/reward characteristics, calibrated on both a forward and historic basis, alongside trend analysis of key ESG metrics of underlying fund holdings from over 67,000 mutual funds and ETFs. Traditional performance calculations are also provided with more detailed financial ratios, as well as rolling risk/reward metrics.

Professional Paraplanner