Dynamic Planner launches Single Strategy Mapped Service

by | Jan 16, 2024

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Dynamic Planner, the UK’s leading risk based financial planning system, has launched a pioneering approach to single strategy fund mapping.

Available from today, Dynamic Planner’s Single Strategy Mapped Service is designed to assist the advice industry in making the most accurately informed decisions when it comes to single strategy fund selection.  The Single Strategy Mapped Service takes single strategy fund selection to the next level, giving advice firms the ability to create diversified portfolios with far greater accuracy, and clearer, more representative risk look-through to ensure suitability.

Through the precise mapping of instrument-level holdings data against Dynamic Planner’s risk factors and Asset Risk Model, Single Strategy Mapped Service provides greater accuracy and efficiency in the use of single strategy funds, and for the first time, with the same rigour as multi asset solutions. 

 
 

Dynamic Planner achieves this by sourcing single strategy fund holding data directly from fund providers, rather than via third parties at broad asset allocation level, which enables a level of granularity not previously possible. In addition, with the increasing responsibility assigned to fund managers and how their funds are used through regulation such as Consumer Duty and PROD, Dynamic Planner is also able to support the different asset management models that are emerging as a result.

Chris Jones, Chief Proposition Officer at Dynamic Planner said: “As financial markets have evolved and become more complex, we have ensured that we accurately analyse the underlying holdings of the solutions that we risk profile and map them to our risk factors within our trusted Asset Risk Model.   Dynamic Planner users who also build advised portfolios have asked for the same level of granularity and we are pleased to be able to support them with the Single Strategy Mapped Service. 

“The new service will provide them with a level of granularity not previously possible, greater efficiency and accuracy, and all within one system with a consistent level of risk throughout. However you organise your business and decide to meet the needs of your clients Dynamic Planner can support you.

 
 

“From a PROD and Consumer Duty perspective the Single Strategy Mapped Service also enables the fund manager to more simply and clearly communicate whether a fund is intended to be distributed as a solution or part of a portfolio. 

“Recent geopolitical events have raised the awareness and importance of things such as duration, cap size and location within a traditional asset class not only amongst our users but also their clients. We hear that being able to view and discuss this using Dynamic Planner has been very helpful with solutions and we are pleased to support single strategy funds in the same way.”

Key Benefits of Single Strategy Mapped Service

 
 
  • Holdings are mapped precisely against Dynamic Planner’s 72 asset classes.
  • Advisers can select from a larger universe of funds with increased confidence.
  • Advisers can create diversified portfolios from single strategy funds with greater accuracy and clearer, more representative risk look-through.
  • Instrument-level holdings data within Dynamic Planner, all within one system with a consistent level of risk.

The Single Strategy Mapped Service is part of the research journey in Dynamic Planner which continuously evolves to support the needs of users and now includes:

  • Target Market Tool including advisers cost and service
  • Platform and Product Target Market Statements and Value Statements
  • Full SIPPS included
  • Enhanced Risk Reports
  • Underlying holdings for appropriate Multi-Asset Funds
  • Research Reports 
  • Research reports including ESG for MPS
  • DFM MPS Performance

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