Dynamic Planner Risk Profiling Tool
Develop your understanding of how your clients feel about taking risk with this risk profiling tool designed by Dynamic Planner.
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 0800 718 777.