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 ...

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