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Risk Target Managed funds

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The Dynamic Planner Risk Target Managed (RTM) investment service identifies specialist, outcome-orientated multi-asset funds which are committed to remaining within Dynamic Planner’s forward-looking risk framework. Such a commitment is crucial, post-MiFID II, to enable advisers to meet and exceed regulatory suitability requirements.

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Portfolio commitments

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Each Risk Target Managed fund shares our asset allocation model’s risk definitions and forward assumptions. It is closely reviewed on an ongoing basis by both the asset manager and by Dynamic Planner. As part of our RTM service, the asset manager agrees to abide by the following commitments:

[icon color=”Accent-Color” size=”tiny” icon_size=”” image=”fa-check”] The expected volatility of the fund is targeted to stay within the ex-ante risk boundaries of the respective Dynamic Planner risk profile

[icon color=”Accent-Color” size=”tiny” icon_size=”” image=”fa-check”] And / or the underlying portfolio is targeted to match the strategic asset allocations for the respective Dynamic Planner risk profile

They offer suitably diversified exposure (either directly or synthetically) to at least six asset classes included within the Dynamic Planner strategic allocations:

[icon color=”Accent-Color” size=”tiny” icon_size=”” image=”fa-check”]The underlying asset class exposure is managed in a suitably diversified manner

[icon color=”Accent-Color” size=”tiny” icon_size=”” image=”fa-check”]Derivative exposure is primarily used for efficient portfolio management

In order to satisfy these diversification levels, the RTM service encompasses Dynamic Planner risk profiles 3 – 8 only.

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[nectar_single_testimonial testimonial_style=”basic” image=”6566″ quote=”Dynamic Planner adds value by helping me design investment portfolios. In terms of efficiency, it saves me many hours and adds accuracy to my portfolio design.” name=”Milton Gordon” subtitle=”Milton Gordon and Co”]
[nectar_single_testimonial testimonial_style=”basic” image=”6563″ quote=”Dynamic Planner is instrumental to our investment proposition. I would have no hesitation in recommending it.” name=”John McMahon” subtitle=”Advantage Wealth Management Ltd”]
[nectar_single_testimonial testimonial_style=”basic” image=”6568″ quote=”When we risk profile new clients – and regardless of where they sit on the risk scale – we know the investment we are recommending has been carefully mapped by Dynamic Planner.” name=”Tom Orchard” subtitle=”Annetts and Orchard”]
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Our Risk Target Managed fund providers

[/split_line_heading][divider line_type=”Small Line” line_alignment=”default” line_thickness=”3″ divider_color=”accent-color” custom_height=”60″ custom_line_width=”120″][clients columns=”5″ hover_effect=”opacity” additional_padding=”2″][client image=”6672″ title=”Client” id=”1671547835534-1″ tab_id=”1671547835535-10″ name=”AJ Bell” url=”https://dynamicplanneroldwebsiteback.kinsta.cloud/risk-target-managed-funds/aj-bell/”]
[/client][client image=”10566″ title=”Client” id=”1671547835551-3″ url=”https://dynamicplanneroldwebsiteback.kinsta.cloud/risk-target-managed-funds/bmo/” tab_id=”1671547835552-3″ name=”BMO Global Asset Management”]
[/client][client image=”6675″ title=”Client” id=”1671547835563-7″ url=”https://dynamicplanneroldwebsiteback.kinsta.cloud/risk-target-managed-funds/bordier/” tab_id=”1671547835563-2″ name=”Bordier”]
[/client][client image=”10206″ title=”Client” id=”1671547835569-0″ tab_id=”1671547835570-3″ url=”https://dynamicplanneroldwebsiteback.kinsta.cloud/risk-target-managed-funds/brooks-macdonald/” name=”Brooks Macdonald”][/client][client image=”9995″ title=”Client” id=”1671547835581-1″ tab_id=”1671547835581-4″ url=”https://dynamicplanneroldwebsiteback.kinsta.cloud/risk-target-managed-funds/canada-life/” name=”Canada Life Asset Management”][/client][client image=”8344″ title=”Client” id=”1671547835587-10″ tab_id=”1671547835587-2″ url=”https://dynamicplanneroldwebsiteback.kinsta.cloud/risk-target-managed-funds/casterbridge-wealth-investments/” name=”Casterbridge Wealth Investments”][/client][client image=”11226″ title=”Client” id=”1671547835599-8″ url=”https://dynamicplanneroldwebsiteback.kinsta.cloud/risk-target-managed-funds/clever-adviser/” tab_id=”1671547835599-2″ name=”Clever MPS”][/client][client image=”6679″ title=”Client” id=”1671547835605-9″ tab_id=”1671547835605-5″ url=”https://dynamicplanneroldwebsiteback.kinsta.cloud/risk-target-managed-funds/janus-henderson/” name=”Janus Henderson”][/client][client image=”6680″ title=”Client” id=”1671547835612-8″ tab_id=”1671547835612-6″ url=”https://dynamicplanneroldwebsiteback.kinsta.cloud/risk-target-managed-funds/legal-general/” name=”Legal and General”][/client][client image=”6683″ title=”Client” id=”1671547835624-7″ tab_id=”1671547835624-10″ url=”https://dynamicplanneroldwebsiteback.kinsta.cloud/risk-target-managed-funds/parmenion/” name=”Parmenion”][/client][client image=”9549″ title=”Client” id=”1671547835635-7″ tab_id=”1671547835636-9″ url=”https://dynamicplanneroldwebsiteback.kinsta.cloud/risk-target-managed-funds/premier-asset-management/” name=”Premier Asset Managment”][/client][client image=”6685″ title=”Client” id=”1671547835650-0″ tab_id=”1671547835651-0″ url=”https://dynamicplanneroldwebsiteback.kinsta.cloud/risk-target-managed-funds/santander-asset-management/” name=”Santander Asset Management”][/client][client image=”6688″ title=”Client” id=”1671547835664-3″ tab_id=”1671547835664-8″ url=”https://dynamicplanneroldwebsiteback.kinsta.cloud/risk-target-managed-funds/vitality/” name=”VitalityInvest”][/client][/clients]

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