Dynamic Planner has added a new service offering advisers enhanced reporting on the performance of DFM model portfolios.
As part of the company’s continued expansion of its research capability, past performance for over 900 DFM MPS solutions currently risk profiled has been added and a DFM MPS report service has been launched.
The service will provide insight derived from Dynamic Planner’s 72-asset class risk model and the collection of full underlying funds holdings, with performance data sourced directly from the portfolio manager.
Calculations are referenced against a set of fully regulated multi-asset benchmarks provided by MSCI, alongside the appropriate risk-adjusted peer group comparators in Dynamic Planner.
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The reporting will be specifically focused on ensuring advice firms are fully equipped to deliver good outcomes for clients under Consumer Duty requirements, demonstrating the value received for the risks being taken when using model portfolios
The research considers key risk/reward characteristics, calibrated on both a forward and historic basis, alongside trend analysis of key ESG metrics of underlying fund holdings from over 67,000 mutual funds and ETFs via an API service.
Chris Jones, chief proposition officer, said: “Having launched our single strategy mapped service earlier this year, we continue to evolve our research capabilities so that advisers have everything they need in one end to end journey.
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“Adding past performance for DFM MPS and our new reporting service is the latest phase of this and will equip advice firms with deeper dive research, aiding target market selection and enabling them to really get under the bonnet of these solutions for client suitability.”
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