Dynamic Planner Launches Single Strategy Fund Mapping Service

Dynamic Planner has launched a new offering titled the Single Strategy Fund Mapping Service, built in response to the growing demand from advisers for improved fund selection mechanisms. This service has been designed with a focus on enhancing the accuracy and efficiency of using single strategy funds. By tapping into instrument-level holdings data, the new service maps this data against Dynamic Planner's vast database of 72 asset classes. The initiative aims to provide a refined analysis of risk factors within a singular system, thus improving overall fund usage among advisers.

Understanding Asset Management Models

The launch of the Single Strategy Fund Mapping Service arrives amid a changing regulatory landscape for fund managers, marked by an increased onus on consumer duty. This new service takes into account the evolving complexities of financial markets, offering users a detailed level of granularity, a consistent level of risk, and support for various asset management models. It is expected that this service will simplify the process for fund managers, enabling them to communicate their distribution intentions more clearly, whether as standalone solutions or as part of a portfolio.

Providing Granularity in Fund Analysis

The Single Strategy Fund Mapping Service stands out for its method of sourcing fund holding data. Instead of relying on broad asset allocation data from third-party sources, the service directly collects holding data from fund providers. This approach allows for an unprecedented level of granularity in the analysis of single strategy funds. The service is available at no extra cost to Dynamic Planner license holders and is anticipated to bring greater efficiency and accuracy within one consistent system.

Addressing Evolving Market Complexities

Chris Jones, the Chief Proposition Officer at Dynamic Planner, emphasized the unique selling points of the service. He highlighted that the service caters to the emerging complexities of financial markets, offering users detailed granularity, consistent risk levels, and support for different business organization methods. The recent geopolitical events have underscored the importance of understanding factors such as duration, cap size, and location within asset classes. Dynamic Planner's new Single Strategy Fund Mapping Service is poised to address these needs for single strategy funds, thus providing better-informed decisions for advisers and their clients.