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Featured
November 2, 2020

How has Covid-19 impacted UK dividends?

Alice Logue, Manager Research Analyst, Fidelity Multi Asset team As virus containment measures stepped up…
Guest
Love0
Dynamic Planner has been building Asset Risk models since 2005 as the next essential component after the risk questionnaire
Featured
October 27, 2020

The benefits of a multi-asset approach to income investing and how this potentially opens income opportunities

By Brooks Macdonald While headlines announcing equity dividend cuts may be alarming for those seeking…
Guest
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Joshua Knight - Product Manager
Service
October 13, 2020

Dynamic Planner Updates – Oct 2020

Over the past few weeks, we have released multiple tweaks and enhancements to Dynamic Planner,…
Joshua Knight
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The Dynamic Planner process takes what can be hours of work for an investment review and reduces it to less than 45 minutes
Featured
October 13, 2020

Is the swinging 60s inflation pattern due a comeback?

Charlotte Harington, Co-Portfolio Manager, Fidelity Multi Asset Open range History never repeats, but it does…
Guest
Love0
Dynamic Planner has been building Asset Risk models since 2005 as the next essential component after the risk questionnaire
Featured
October 12, 2020

The importance of decisive action in uncertain times

By Bordier UK It may seem an age away today, but as we headed into…
Guest
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Jim Henning - Head of Investment Services
Markets
October 12, 2020

2020 market analysis – The bigger picture

Unprecedented. Extreme. Sobering. It has been hard to keep pace with what’s happened in markets…
Jim Henning
Love0
Abhimanyu Chatterjee - Head of Asset Risk Modelling
MarketsOpinion
September 29, 2020

News from the Dynamic Planner Investment Committee – Q3 2020

The Investment Committee reviewed the performance of the benchmark asset allocations and noted their great…
Abhimanyu Chatterjee
Love0
Dynamic Planner has been building Asset Risk models since 2005 as the next essential component after the risk questionnaire
Featured
September 29, 2020

Financial planning for the next generation. A case of Attitude to Risk or risk of attitude?

By Vitality With £5.5 trillion set to pass between generations over the next 30 years1,…
Guest
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Featured
September 29, 2020

The new economic order

By Andrew McCaffery, Global Chief Investment Officer, Fidelity International We believe the Covid-19 crisis will…
Guest
Love0
Abhimanyu Chatterjee - Head of Asset Risk Modelling
OpinionPress Release
September 17, 2020

From depression to euphoria. The fittest description for global stock markets

We are in the middle of a synchronized downturn. Analysis of the quarter or quarter…
Abhimanyu Chatterjee
Love0
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  • Features
    • Client Profiling
      • Risk Profiling
      • Sustainable Investing
      • Client Access
    • Product & Platform Research
    • Fund Research
    • Cash Flow
    • Client Review
  • Adoption
    • Client Onboarding
    • Compliance
    • Digital Advice
    • Integrations
    • Pricing
    • Support
  • Resources
    • Blog
    • On Demand
    • Sustainability Hub
    • Content Hub
    • Case Studies
    • Press and Media
    • Open API
  • Events
    • Annual Conference 2023
    • Training Academies
    • Chatterjee’s Chatter
    • Solutions Webinars
      • Risk Profiled
      • Risk Target Managed
      • Decumulation
  • About
    • About
    • Our Team
    • Our Company
      • Culture
      • Vision and Values
      • Giving
    • Careers
    • Contact
  • Call: 0333 6000 500
  • Login
  • Request Demo