Targeted to your risk profiler

Our risk targeted solutions each offer five accumulation investment strategies with volatility targeted to stay within the boundaries assigned to specific Dynamic Planner risk profiles (Risk Target Managed 3-7). Portfolios can be constructed using fully active investments or a blend of active and passive investments (hybrid passive).

Both services are part of Dynamic Planner’s Risk Target Managed solution and are managed in accordance with Dynamic Planner risk profiles to assist you with risk-mapping and ensuring the underlying investments map to your client’s chosen risk profile, assisting you with your ongoing suitability assessment. Portfolios are rebalanced at least quarterly to maintain alignment with the designated Dynamic Planner volatility boundaries and prevent drift. 

Portfolios can be held in a wide range of investment structures and wrappers, and are available on the Bordier UK platform and via third-party platforms.