Dynamic Planner launches single strategy fund mapping service

Sources single strategy fund holding data directly from fund providers

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Dynamic Planner has launched a single strategy fund mapping service designed to aid advisers in the fund selection process.

The service maps instrument-level holdings data against Dynamic Planner’s 72 asset classes, providing analysis on risk factors within a singular system.

The product aims to provide greater accuracy and efficiency in the use of single strategy funds among advisers.

Dynamic Planner sources single strategy fund holding data directly from fund providers, rather than via third parties at broad asset allocation level.

The firm said that, with the increasing responsibility assigned to fund managers and how their funds are used through regulation such as Consumer Duty, the new launch can support different asset management models that are emerging as a result of the changing regulatory environment.

See also: Dynamic Planner integrates system with CURO

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.”


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