Dynamic Planner risk profiling
We offer a range of risk-profiled funds to help support the client suitability process
When it comes to assessing suitability, the FCA expects advisers to follow good practice when determining a customer’s attitude to risk and in their investment selection. To help understand the level of risk expected, Distribution Technology will consider the following factors:
- Historical asset allocation data, assessing the observed range and the strategic benchmark and constraints (if applicable)
- The volatility of the actual performance achieved.
Results are then compared against the underlying asset allocations applied to each of the 10 Dynamic Planner risk profiles.
Access the full risk-profiled range
For queries on any of the funds listed, or if you'd like any further information, simply get in touch with the team on 0207 658 3897.