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.
The Dynamic Planner® is to assist financial advisers when establishing their clients’ attitude to risk. The responsibility for assessing the suitability of financial products remains solely with the financial adviser.
Our multi-manager range of funds has been risk profiled 4 to 8 by Distribution Technology’s proprietary risk profiling framework. The funds are managed to individual investment objectives and asset allocation parameters. The risk profile indicates the appropriate level of risk an investor can expect if they were to hold the fund over the medium term. Distribution Technology will review the funds quarterly to ensure they continue to maintain each risk profile.