Dynamic Planner enhances DFM research tools for advisers

Research includes the past performance of over 900 DFM MPS

Jenna Brown
clock • 1 min read

Advisers using Dynamic Planner to research discretionary fund managers' (DFM) model portfolio services (MPS) will benefit from more in-depth results after its latest update.

The risk based financial planning firm said it had expanded its research to include the past performance of more than 900 DFM MPS and launched its DFM MPS Report Service. It said it would specifically focus 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". It explained the DFM MPS Report Service would provide data powered by Dynamic Planner's 72-asset class risk model and the collection of full underlying funds holdings with performa...

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