Dynamic Planner launches ESG fund research

4 February 2021

Advisers using Dynamic Planner will now have access to whole of market MSCI ESG fund research, amid growing demand among clients for sustainable investing.   

Dynamic Planner Sustainable Investing insight provides advisers with access to research across 36 key ESG issues for over 36,000 funds derived from the analysis of over 8,500 companies and more than 680,000 equity and fixed income securities globally. It will enable advisers to ensure their clients fully understand both the ESG opportunities and risk that their investments present, as well as help firms to meet the growing regulatory requirements, the risk profiling firm said.

Developed in consultation with asset managers, financial planners and their clients, Dynamic Planner said this was the first stage in its sustaining investing capability. The next stage includes a sustainable investing questionnaire and further fund research and analysis functionality.

Ben Goss, CEO, Dynamic Planner, said: “The rise of sustainable investing has been one of the most important developments in our industry for decades – evolving from being driven by institutional investors to being led by something of an investor revolution and momentum is building. We believe it is right that suitability and sustainability should go hand in hand, and advisers now need the tools to help facilitate great conversations with their clients about both the investment risks and opportunities driven by global environmental and social challenges.

“Our partnership with MSCI, world leaders in this area, means we are uniquely positioned to harness their whole of market ESG research and literally put the all-important objective data at the fingertips of advisers within Dynamic Planner. In the complex world of sustainability that can often be smoke and mirrors, this insight will provide advice firms with a clear, objective view of a fund’s ESG characteristics undertaken in an objective bottom-up way.

“This is just the beginning of our great ambition to support our industry in this complex and ever evolving space, and as the market and regulatory environment continue to evolve more announcements will follow.”

Professional Paraplanner