Dynamic Planner, the UK’s leading risk based financial planning system, has added a new level of granularity to researching and reviewing the performance of DFM model portfolios. 

As part of Dynamic Planner’s continued expansion of its research capability, past performance for over 900 DFM MPS solutions currently risk profiled has been added and Dynamic Planner’s DFM MPS Report Service has launched.   This in-depth reporting will be specifically focused on ensuring advice firms are fully equipped to deliver good outcomes for clients under Consumer Duty requirements, demonstrating the value received for the risks being taken when using model portfolios.

The DFM MPS Report Service will provide an extensive level of insight powered by Dynamic Planner’s 72-asset class risk model and the 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 the appropriate risk-adjusted peer group comparators in Dynamic Planner.


Chris Jones, Chief Proposition Officer, Dynamic Planner said: “Having launched our Single Strategy Mapped service earlier this year, we continue to evolve our research capabilities so that advisers have everything they need in one end to end journey.  Adding past performance for DFM MPS and our new reporting service is the latest phase of this and 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.”

The in-depth research considers 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 via an API service. Traditional performance calculations are also complemented with more detailed financial ratios and rolling risk/reward metrics, based on a relative risk-adjusted peer basis for added target market relevance.  All key facts on the underlying MPS fund charges, management fees, re-balancing frequency, investment objectives and approach are included, directly sourced from the portfolio managers.


Dynamic Planner also uniquely provides historical trend analysis of ESG risks for MPS solutions rather than just considering the latest snapshot of data.  These reports are updated quarterly and downloadable from Dynamic Planner’s Research Hub.

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