Three PortfolioMetrix funds now risk profiled on Dynamic Planner

Core Assertive, Core Balanced and Core Cautious funds

Jenna Brown
clock • 1 min read

Dynamic Planner has expanded its coverage of risk profiled funds to include discretionary investment manager PortfolioMetrix’s three Core funds.

The three PortfolioMetrix funds now risk profiled on Dynamic Planner are: PortfolioMetrix Core Assertive PortfolioMetrix Core Balanced PortfolioMetrix Core Cautious PortfolioMetrix managing director Ben Peele said: "We know advisers do not like being tied to one provider so, while we have our own risk profiling tool, we also appreciate different firms will have different preferences and may have long-established relationships with third-party software providers. "We are delighted to partner with Dynamic Planner and to have them risk profile our three Core funds." Dynamic ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

DIY investment market hits £392bn; top five platforms still dominant

DIY investment market hits £392bn; top five platforms still dominant

'As more low-cost trading apps come to market, competition is intensifying'

James Baxter-Derrington
clock 26 February 2024 • 1 min read
Far from the Madding Crowd: An investment moment in time

Far from the Madding Crowd: An investment moment in time

'Our hunt for undervalued shares takes us away from the crowd'

Ben Preston
clock 23 February 2024 • 3 min read
Abrdn debuts exclusive MPS with BoE base rate aligned return aim

Abrdn debuts exclusive MPS with BoE base rate aligned return aim

‘We have spent a lot of time talking to advisers about solutions’

Hope Coumbe
clock 21 February 2024 • 1 min read