Dynamic Planner launches 'industry first' fund comparison tool

clock • 2 min read

Advisers can now compare a fund's performance based on its level of risk through Dynamic Planner's new benchmarking feature, which it said would "transform" the way investors can track fund performance. In what Dynanic Planner also called "an industry first", the investment planning system provider teamed up with ratings group MCSI to make its multi-asset indexes available to advisers. The new feature makes it possible to compare the performance of a fund based on the assets within it as opposed to comparing between different asset classes. The previous lack of such a tool has made it...

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