Dynamic Planner Training Academy - 25 September Maidstone

©2019 Distribution Technology Ltd. All Rights Reserved.
Autumn 2019
Training Academies
Maidstone

Housekeeping
Please switch off your mobile phones
Toilets
Fire drills

Agenda
09:00 – 09:30 Breakfast, registration and networking
09:30 – 09:40 Introduction and welcome
09:40 – 10:10 Dynamic Planner Client Success (live demo) – Client Case Study, a ‘how to’ session
10:10 – 10:40 Dynamic Planner Asset & Risk Modelling – The Importance of Fund Risk Profiling
10:40 – 11:00 Refreshments and networking
11:00 – 11:20
Dynamic Planner Client Success (live demo) – Client Review Process Update, what is new
and what’s coming up in ‘Elements’
11:20 – 11:50 Partner session 1
11:50 – 12:20
Dynamic Planner Client Success – ‘Let me show you how’, common questions asked by our
clients
12:20 – 12:40 Partner session 2 - Global economic update
12:40 Lunch and networking – A chance to ask questions one-on-one

Introduction & Welcome
Dynamic Planner

Dynamic Planner Case Study:
Retirement Planning
Client Success Team

Learning objectives
Client Profile
Name: Andrew Green
DOB: 10/02/1970 (50 next birthday)
Retirement Portfolio: Circa £450k in Scottish Widows Personal Pension Plan.
Objective: retire at 60 and enjoy flexibility under drawdown
Learning Objective
To be able to understand the required information and steps needed to create a
Retirement Wealth Plan for Andrew.
Demonstrate how to perform the following in order to meet Andrew’s objectives:
→ Pension Transfer
→ Rebalance portfolio
→ Annual review (Session 2)

Begin in ‘Client record’

Select the relationship type

Always remember to name your case

Case control centre

Existing arrangements

Investor experience

‘15 Question Attitude to Risk’

Consistency check

‘Capacity for risk’

‘Select a risk profile’

Value at Risk

Analysis

Efficient frontier

Recommendations

Product actions

Portfolio Suitability Hub

Fund filters

Search by Citicode, ISIN or MEXID

Add to portfolio

Align weightings accordingly

Asset allocation – Recommendation
Click Finish Button

Transferred to new policy

Reporting

Report preview

Close down your case

‘Product summary’

Complete case and update client

‘Client confirmation update’

‘Complete case’

Dynamic Planner –
The Importance of Fund Risk Profiling
Jim Henning, Head of Investment Services
Jason Dewar, Head of Fund Research

Learning outcomes
→ Dynamic Planner Asset & Risk Model
Philosophy
→ Foundations of the Fund Risk
Profiling service
→ Centralised retirement process risk
mitigation strategies

Why is forward-looking fund risk profiling important?
→ Last 20 years have seen volatility for higher yield debt and equity fall considerably
→ Now similar levels to UK gilts
→ Interest rate normalisation and end of benign markets ahead?
Source Lipper – Rolling 3 year period volatility

Volatility compression continues, but spikey Interest rate normalisation ahead?

Global financial system going back on Methadone Bond yields at historic lows → duration risk higher
-2
0
2
4
6
8
10
12
%Yield
Govt Bond 10 Year Yields
10YR UK Govt 10YR US Govt 10Y Bunds

Dynamic Planner Fund Risk Profiling
→ Not based on past performance
→ Not based on sector asset ranges where divergence of outcomes can be wide
→ Not based on an arbitrary equity index relative scoring
0
20
40
60
80
100
120
140
1 2 3 4
Frequency
SRRI score
Mixed Investment 40-85% Shares
0
2
4
6
8
10
12
annualisedvolatility%
Annualised Volatility - last 5 years
Dynamic Planner Approach
→ Risk-adjusted benchmark ex-ante analysis → Client centric
Source Lipper/Dynamic Planner
max
max
min

Dynamic Planner Asset Allocation philosophy
Ensures ongoing investment suitability by translating these characteristics
to the needs, objectives, situation and risk profile of the client
Equity Risk, Interest Rate Risk,
Currency Risk, Basis Risk
Holding Period Risk, Credit Risk,
Liquidity Risk, Concentration Risk,
Counterparty Risk

Robust basis for Fund Risk Profiling – Quarterly oversight
Asset Allocation Comparison to Dynamic Planner
-2.0%
-1.0%
0.0%
1.0%
2.0%
3.0%
4.0%
5.0%
6.0%
7.0%
0.0% 2.1% 4.2% 6.3% 8.4% 10.5% 12.6% 14.7% 16.8% 18.9% 21.0%
Expectedrealreturn(%pa)
Expected volatility (% pa)
DT profiles
Multi Asset Growth I
Multi Asset Growth II
Multi Asset Growth III
Multi Asset Growth IV
Forward looking analysis

Robust basis for Fund Risk Profiling – Quarterly oversight
The historical volatility
‘journey’ relative to the
Dynamic Planner asset
allocation
Measured by tracking
error analysis
Helps to understand the level of
risk being taking
0%
2%
4%
6%
8%
10%
12%
14%
16%
18%
Quarterly time series
Fund Volatility Risk Profile 4 Risk Profile 5 Risk Profile 6
Rear view ‘sense check’

Dynamic Planner Fund Risk Profiling services
Risk Target ManagedRisk Profiled
→ Portfolios managed in line with
Dynamic Planner model assumptions  
→ Additional investment
consultancy from Dynamic Planner  
→ Dynamic Planner Risk Profile
may change  
627 FRP’d funds + 617 DFM portfolios 72 RTM funds + 38 DFM portfolios

‘Cruise’
Active
‘Coronation St’
Sedentary
‘Care home’
Dependent
Day to day needs: Housing, Food, Heating
Regular discretionary:
Meals out
Leisure
One-off discretionary:
Holiday
Care costs
Needs in retirement
→ Average size of pension pot going into drawdown is £123,000*
→ Joseph Rowntree Foundation says a retired couple need a minimum of £13,500 pa
→ Yet clients will need to spend additional money at key life stages
Applying Fund Risk Profiling to a Centralised Retirement Proposition
£
Care costs
Drawdown from capital
inevitable for most
*Source FCA data bulletin – Sept 2018

→ Rate variability
→ Capital &
income erosion
→ Increasing life
expectancy
→ Long-term care
funding
→ Income
variability
→ Capital
uncertainty
→ Fixed
withdrawals
→ Pound cost
ravaging Sequencing
Risk
Investment Risk
Inflation RiskLongevity Risk
Drawdown risk cycle – Four key segments

Applying Fund Risk Profiling to a Centralised Retirement Proposition
The problem for natural yield investors
→ What level of risk am I taking to generate attractive income?
→ What is the expected level of risk?
→ How consistent is the income stream and capital variability?
→ Which peer group analysis is relevant?
The Solution
Income Focus Research Reports –
for Multi Asset funds
Premium / Select Research –
for Single Sector & Multi Asset funds

Premium and Select Research ratings
Sector Peer group
Single Sector Funds IA sector classifications
Multi-Asset Fund DP’s 1-10 Risk Benchmarks
Risk Targeted Funds Relative to the RTM fund families
The rating considers a fund’s consistency (or fit) against the Dynamic
Planner asset and risk model and its efficiency in delivering returns.
A uniform scoring matrix and ranked within a relevant peer group.
5 years 3 years

Sequence of returns – An actual example
Example: popular MA fund
Dynamic Planner Risk Profiled 4
Over seven years £10,000 made
total return of £16,348 (7.3% pa)
This risk has been unnoticed because of benign
markets (blue line)… but the risk hasn’t gone away
If: Fixed £ monthly withdrawal of
£41.67 pcm (so 5% of original pa)
The outcome can vary by 53%
depending on monthly sequence
of returns

The impact of volatility drag
1%
5% 11%
25%
43%
67%
100%
150%
233%
-1% -5%
-10% -20%
-30%
-40%
-50%
-60% -70%
-100%
-50%
0%
50%
100%
150%
200%
250%
Gain required to fully recover from a loss
Gain to recover
Amplification of
sequencing risk
when more
volatility occurs.
Loss
So reduce volatility
to mitigate the
sequencing risk

Sequence risk mitigation via our Fund Risk Profiling services
The problem for decumulation investors:
“There has been little in the way of product innovation in retirement income products
since pension freedoms came into force.” FCA Sector Views, January 2019
The solution: A new asset and risk model service to asset managers
New asset allocation framework
Measures and monitors the risk of a fall in value on a monthly basis
Ensures the risk to the client’s capital remains the same over the annual client review period

How effective Risk Managed solutions can be identified and profiled
Monthly Risk Control Required to be RMD
Fixed
Income
Property
Cash
Absolute
Return
Risk of short-term correlation with equities
Over exposure to inflation risk
Liquidity risk and risk of gating
Short-term downside protection
Ideally Market Neutral Hedge funds
More negatively correlated to equities in short-term
Less inflation risk
Mandates and objectives focused on short-term risk

A new standard for decumulation solutions
Badges will be applied to the RMD solutions
from asset managers when joining the service

Fund research landing page will show where to find RMD funds

Centralised Retirement Proposition – Challenges addressed
→ Rate variability
→ Capital &
income erosion
→ Increasing life
expectancy
→ Long-term care
→ Income
variability
→ Capital
uncertainty
→ Fixed
withdrawals
→ Pound cost
ravaging
Sequencing
Risk
Investment
Risk
Inflation Risk
Longevity
Risk
 Asset & Risk
Model
 Income Focus &
Research Reports
 Asset &
Risk Model
in real terms
 Cashflow
modelling

Thank you

Refreshments and networking

Dynamic Planner Elements /
Client Review Process Update
Client Success Team

What our clients say
“I don’t think there is anything else out there like this – it’s a new document for
a new process, which, because of MiFID II, advisers have to produce now,”
said Chris Miller, Miller Associates.
“Dynamic Planner is way ahead of the pack with this,”
said Nick Ryan, Yellow Bear Financial Consultancy.
“It’s the way forward for me as an independent adviser,”
said Dmitry Morgan, Morgan Financial. “It puts me in the same position as
large national firms, in terms of their very slick presentation and will definitely
save me time.”
“Elements produces an impressive report, which demonstrates to your clients
that as a firm you are professional and you know what you’re doing,”
said Gary King, GK Financial Solutions.

How to access Elements

New Elements service

Arrangements

Risk

Selection

Objectives

‘Past performance’ and benchmarks

Forecast

Charges

Outcomes

Investment Progress Review report

Report

Dynamic Planner Roadmap
Sept 2019 Oct / Nov / Dec 2019 Jan / Feb / Mar 2020 Apr / May / June 2020
Novia integration Cashflow trial
Suitability trial
RMD funds available in
software
Cashflow launch
Suitability launch
Cashflow
Suitability
Save The Date!
2020 Dynamic Planner Annual Conference
Manchester 28 Jan 2020
London 5 Feb 2020

September 2019
For investment professionals only
Maria Municchi, Fund Manager
Building a sustainable multi-asset solution for clients

76
M&G Sustainable Multi Asset Fund
Main risks associated with this fund
The value and income from the fund's assets will go down as well as up. This will cause the value of your investment to fall as well as rise. There is no guarantee that the
fund will achieve its objective and you may get back less than you originally invested.
The fund is exposed to different currencies. Derivatives are used to minimise, but may not always eliminate, the impact of movements in currency exchange rates.
The fund may use derivatives to profit from an expected rise or fall in the value of an asset. Should the asset's value vary in an unexpected way, the fund may lose as
much as or more than the amount invested.
Investments in bonds are affected by interest rates, inflation and credit ratings. It is possible that bond issuers will not pay interest or return the capital. All of these events
can reduce the value of bonds held by the fund.
Investing in emerging markets involves a greater risk of loss due to greater political, tax, economic, foreign exchange, liquidity and regulatory risks, among other factors.
There may be difficulties in buying, selling, safekeeping or valuing investments in such countries.
In exceptional circumstances where assets cannot be fairly valued, or have to be sold at a large discount to raise cash, we may temporarily suspend the fund in the best
interest of all investors.
The fund could lose money if a counterparty with which it does business becomes unwilling or unable to repay money owed to the fund.
Further details of the risks that apply to the fund can be found in the fund's Prospectus.
Other important information:
The fund allows for the extensive use of derivatives

77
Maria Municchi
Biography
• Joined M&G in 2009 and is a member of the Multi Asset team
• Fund Manager for the M&G Sustainable Multi Asset Fund and the M&G (Lux)
Sustainable Allocation Fund. Deputy fund manager for the M&G Episode
Income Fund and M&G (Lux) Income Allocation Fund. Maria held the same
position on the M&G Income Allocation Fund, a UK-authorised OEIC which
merged into the M&G (Lux) Income Allocation Fund on 16 March 2018.
• Before joining M&G, Maria worked at Barings and UBS Asset Management
• She has an MSc in international management and finance and is a CFA
charterholder

78
Agenda
The journey of sustainable investing
Building a sustainable multi-asset solution
Current positioning

79
The journey of sustainable investments
Source: M&G, February 2019
Ethical investing
Investing based
on exclusions
Driven by ethical
or religious
principles
ESG investing Impact investing
Investing based
on exclusions
and selection of
best-in-class
Incorporating
environmental,
social and
governance
factors
Investing in
companies
generating a
positive impact on
society
Addressing the
world major
environmental &
social challenges
Reduce negative externalities Increase positive externalities

80
The spectrum of Responsible Investment
Source: 2018 Global Sustainable Investment Review, GSIA
Norms-
based
exclusions
Sector
screens
ESG screens
ESG
Engagement
Sustainability IMPACT
ESG
integration
PROFIT with PURPOSE

Financial returns focus
Norms based
screening
Exclusions Positive
screening
ESG
integration
Engagement Sustainability
themed
Impact
4.7 19.8 1.8 17.5 9.8 1.0 0.4
-24% +31% +125% +69% +17% +269% +79%
Market size
(USD trillion)
Market growth
(CAGR 2016-18)
One size does not fit all

81
Agenda
Current positioning

82
What is our objective?
Source: M&G, February 2019. *The Fund aims to provide this return while considering environmental, social and governance (ESG) factors.
‘Democratising’ sustainable investments
A flexible and diversified asset allocation to benefit from and withstand changing
market environments
Integrate ESG principles and invest in and provide financing to companies
making a positive impact to society
Provide investors with an attractive financial return (total return between 4% and
8% per annum, net of the ongoing charge figure, over any 5-year period*)

83
Source: M&G, February 2019
Proposition overview
Neutrality
Investment processObjective
Other,
10%
Total return (the combination of capital
growth and income) of 4 to 8% per annum.
net of the ongoing charge figure, over any 5-
year period*
Equity,
40%
Fixed
income,
50%
Asset allocation
based on M&G
multi-asset
philosophy
ESG screened
Equities,
fixed income,
currencies, derivatives
Positive impact
(10-30%)
Listed equities and
green bonds,
infrastructure and
specialty funds
Flexible asset allocation to meet market
opportunities: 20-80% in bonds, 20-60% in equities
and 0-20% in other assets.
Neutrality is the positioning of the fund if all assets were trading at their ‘fair value’. This can be thought of as a strategic asset allocation. In an ideal world, when all assets
were trading at their ‘fair value’, then neutrality would be how a fund was positioned, given its strategy and risk profile. However, assets seldom trade at fair value, so the actual
allocation of each fund may not match the neutral position.
*The Fund aims to provide this return while considering environmental, social and governance (ESG) factors.
There is no guarantee that the fund will achieve a positive return over any period. Investors may not get back the original amount they
invested.
Expected annualised volatility
Between 4% and 7%
over any 5-year period

84
Investment philosophy and process
Source: M&G, Thomson Reuters Datastream, 1 January 2018. *Real yield for equity is defined as an inflation-adjusted inverted p/e ratio, using forward consensus data. DM =
developed markets. EM = emerging markets. DM Govt Bonds = equal weight US/ UK/Germany/Japan 10Y. EM Govt Bonds = equal weight
Malaysia/Mexico/S.Africa/India/Brazil. DM Corp = US/UK/EU BBB
Strategic, dynamic and diversified
100
200
300
400
500
600
700
2007 2009 2011 2013 2015 2017
Broad range of investment toolsIdentifying and capturing
‘episodic opportunities’
Building in a ‘margin of safety’
through valuation opportunities
Valuation framework Asset class diversification
-2%
0%
2%
4%
6%
8%
10%
RealYield*
Current
Neutrality
Dynamic asset allocation
RISK MANAGEMENT: embedded at every stage
Green
infrastructure
Listed
equities
Sovereign
Bonds
Green
bonds
Collective
funds
Cash
Supranational
bonds
MSCIACWorld
Financial crisis
‘Tapering’
Draghi:
‘whatever
it takes’
Brexit
‘Abenomics’
Fiscal Cliff
Arab Spring
First round of QE
Oil price
halves
US
election
• Valuation modelling
• Quantitative analysis
• Identifying ‘episodic’
opportunities
• Asset selection
• Position sizing
• Stress testing
• Broad investment
universe
• Cost-effective
implementation
Neutrality: the level of yield where M&G’s Multi Asset fund managers would consider the asset to be ‘fairly’ priced, where the expected return is deemed to be a fair
reflection of the asset’s underlying value.

85
Source: M&G, February 2019. *For illustrative purposes only.
Portfolio construction
ESG
Screened
Neutrality and asset allocation
Other,
10%
Equity,
40%
Fixed
income,
50%
Flexible asset allocation to meet market opportunities: 20-80%
in bonds, 20-60% in equities and 0-20% in other assets.
Neutrality is the positioning of the fund if all assets were trading at their ‘fair value’. This can be thought of as a strategic asset allocation. In an ideal world, when all assets were
trading at their ‘fair value’, then neutrality would be how a fund was positioned, given its strategy and risk profile. However, assets seldom trade at fair value, so the actual
allocation of each fund may not match the neutral position.
ESG allocation*

86
Portfolio construction: ESG screened
Source: M&G, February 2019. *Assets are excluded if they are assessed to be in breach of the UN Global Compact Principles on human rights, labour, environment and
anti- corruption **For excluded sectors, the revenue limit is 0% for production ***Note that MSCI ESG ratings are not the same as credit ratings.
†Examples of ESG criteria used to assess ESG rating, these will vary by sector
Three-level screening
Ensuring high ESG standards
Environmental:
- Excessive carbon emission
- Toxic waste
Social:
- Human Capital
Development
- Privacy & Data Security
Governance:
- Independence of the board
- Appropriate compensation
of management
ESG criteria†
XXX
Exclude sector
producers**
Exclude
companies in
breach of UN
Global Compact
principles*
Governments:
BB or higher***
Corporates:
BBB or higher***
Investible universe

87
In practice: ESG screened corporates
Source: M&G, December 2018. Image sources: By Flohuels - Own work, CC BY 3.0, https://commons.wikimedia.org/w/index.php?curid=16005959, By Shrijagannatha -
Own work, CC BY-SA 4.0, https://commons.wikimedia.org/w/index.php?curid=43598849
Tech: Facebook OUT/Alphabet IN
Facebook: BB Alphabet: A
Privacy & Data Security:
• strong controversies
• downgraded into the lowest quartile
Human Capital Development
• Reliance on highly skilled employees
• High attrition
Corruption & Instability
• Strong policies developed to address censorship and
government surveillance issues
Corporate Governance
• Controlling Shareholder Concerns
• Entrenched board & less than 30% female directors
Corruption & Stability
• High levels of protection through its founding
membership in the Global Network Initiative
• High transparency over government data requests
Human Capital Development
• Highly exposed to recruitment, retention and
employee productivity challenges
• However, sector leading benefits, engagement and
development offers attract talented developers.

88
In practice: Government bonds
Source: M&G, December 2018, Image sources: By Aidenvironment, 1998, CC BY-SA 2.0,
https://commons.wikimedia.org/wiki/File:Deforestation_near_Bukit_Tiga_Puluh_NP.jpg#/media/File:Deforestation_near_Bukit_Tiga_Puluh_NP.jpg
Indonesian government bond
Indonesian government bond
Inter American Development Bank:
• The main source of multi lateral financing in Latin
America
Sustainability:
• 100% of bank operations are linked to sustainability
and UN SDGs
Strong credit profile:
• Attractiveness of the IDR currency exposure
Supranational bond issued in IDR
ESG rating:
• BB
Lack of government policies:
• Weak management of palm oil plantation leading
to CO2 emissions, deforestations and biodiversity
International collaboration:
• International framework for sustainable palm oil
still inadequate

89
Source: M&G, 31 August 2019. *MSCI ESG rating as at 31 August 2019. MSCI ESG rating is calculated based only on the holdings in the MSCI ESG-screened component
of the fund. Total fund MSCI ESG rating: 6.61, includes MSCI ESG-screened component and positive impact holdings in the portfolio, excluding cash and non-rated
holdings. **Average score of the corporates and government bonds is calculated after rebasing both categories to 100.
Portfolio: Ratings of ESG screened holdings
MSCI ESG rating breakdown
2.9%
7.1%
18.5%
18.2%
10.5%
4.5%
18.7%
19.5%
0.0% 5.0% 10.0% 15.0% 20.0% 25.0%
Non-rated
BBB
A
AA
AAA
BB
BBB
A
CorporatesGovernments
Average ESG
rating of
governments**:
5.6
Average ESG
rating of
corporates**:
7.4

90
Portfolio construction: Positive impact (10-30%)
Source: M&G, February 2019. *As defined by the United Nations.
Three factors analysis (iii)
Supporting companies to deliver a clear and demonstrable positive impact
on society
Investment
- Quality of the
investment
- Risks
assessment
Intention
- Mission statement and
strategic alignment
- Culture and
governance
Impact
- Material contribution to
UN Sustainable
Development Goals*
- Impact monitoring and
measurability
- Listed equities
- Green and sustainable
bonds
- Supranational bonds
- Green infrastructure
- Bonds and convertible
bonds of impactful
companies
Positive impact
investments

91
Fibria green bond
Source: M&G, Fibria cellulose, 2017 Annual Report
A Brazilian fibre pulp producer fighting deforestation and biodiversity loss
Investment:
• 700 mill USD Outstanding green bond
• BBB- rating, 5.5% coupon
Protect, restore and promote
sustainable use of terrestrial
ecosystems, sustainably manage
forests (…)
Intention:
• Use of proceeds for sustainable projects,
restoration of native forests and conservation
of biodiversity
• Sustainalytics review
Impact:
• 1.092 million hectares of forest which
includes 656,000 hectares of planted
forests and 374,000 of hectares of
environmental preservation and
conservation areas

92
Bright Horizon
Source: M&G, November 2018. Image source: Getty Images
Supporting working families in the US and Europe
Investment:
• Strong business model, capital light and cash
generative with strong positioning vs peers
Achieve gender equality and empower
all women and girls
Intention:
• Nurturing and educating children while supporting
families
Impact:
• 117,250 capacity and more than 5.5
millions covered for back-up care

93
Source: M&G, 31 August 2019
Asset allocation: Positive impact holdings
31%
52%
17% Impact - Corporate bonds
Impact - Equities
Impact - Infrastructure
Portfolio: Positive impact areas
[CELLRANGE]
[CELLRANGE]
[CELLRANGE]
[CELLRANGE][CELLRANGE]
[CELLRANGE]
Better health, saving lives
Better work conditions
Circular economy
Cleaner air, water and land
Climate solutions
Social equality

94
Portfolio – prime SDG split
SDG 3: Good Health and Wellbeing
SDG 4: Quality Education
SDG 5: Gender Equality
SDG 7: Affordable and Clean Energy
SDG 8: Decent Work and Economic Growth
SDG 9: Industry, Innovation and Infrastructure
SDG 11: Sustainable Cities and Communities
SDG 12: Responsible Production and Consumption
SDG 15: Life on Land

95
Agenda
Current positioning

96
Fund positioning
Equity exposure: 49.6%. Alternative exposure: 3.8%
18.2%
12.6%
10.9%
6.5%
1.4%
3.8%
0%
2%
4%
6%
8%
10%
12%
14%
16%
18%
20%
Europe equity Japan equity US equity Asia ex Japan equity EM equity Alternative investments
Banks
basket Banks
basket Banks
basket
Tech basket

97
Fund positioning
Fixed income exposure: 30.9%*
Developed market government bonds CreditEmerging market government bonds
12.6%
5.6%
-2.4%
-5.4%
3.2% 3.0%
2.0% 1.5% 1.0% 1.0%
8.8%
-8%
-6%
-4%
-2%
0%
2%
4%
6%
8%
10%
12%
14%
Source: M&G, 31 August 2019. *Excludes cash

98
Fund positioning
Currency exposure
4.3%
3.5%
3.2%
2.4% 2.3% 2.2% 2.1%
1.5%
1.0% 1.0% 0.9%
0.6% 0.5% 0.3%
0.1%
-0.01%
-1%
0%
1%
2%
3%
4%
5%
74%
60%
80%
≈

99
For financial advisers only. Not for onward distribution. No other persons should rely on any information contained within. This financial promotion is issued by M&G
Securities Limited which is authorised and regulated by the Financial Conduct Authority in the UK and provides ISAs and other investment products. The company’s registered office
is 10 Fenchurch Avenue, London EC3M 5AG. Registered in England and Wales. Registered Number 90776.

Dynamic Planner –
Frequently Asked Questions
Client Success Team

FAQs
Question 1. Risk Profile Client Invites – how to send and import data
Question 2. How to use research tools in Portfolio Suitability Hub
Question 3. How to find a risk score of funds that do not have a Dynamic Planner risk rating?

Qu1 Risk Profile Client Invites – How to send and import
→ Secure link via email
→ Makes face-to-face time with clients more efficient
→ Additional cost on top of Dynamic Planner licence
→ 10 invites for £10 per month (excluding VAT)
→ 250 invites for £15 per month (excluding VAT)
→ Easy import of answers into the service

Qu1 Risk Profile Client Invites – How to import answers

Qu1 Create a new case to import answers

Qu1 Case control centre

Qu1 Import functionality

Qu1 Import functionality splash screen

Qu1 Attitude To Risk – Import

Qu1 Expired invites – Send reminder

Qu1 Send reminder

How to use research tools in
Portfolio Suitability Hub

Qu2 Charting service

Qu2 Charting – With ‘Sector’

Qu2 Charting report

Qu2 Filtering for suitability
→ Risk Profile 5
→ Premium
→ Active Management Style

Qu2 Pulling a report in Portfolio Suitability Hub

Qu2 Comparison

Qu2 Comparison report

How to find the risk score of funds that do
not have a Dynamic Planner risk rating?

Qu3 Portfolio Suitability Hub

Qu3 Fund selection

Qu3 Save as ‘Model portfolio’

Qu3 Model portfolio splash screen

Qu3 Model portfolio report

Qu3 Model portfolio

Training & Consultancy
Training on Dynamic Planner and bespoke consultancy is available for our users.
You can:
1) Access nine on-demand training videos - from Risk Profiling to Retirement
Planning to Elements - at: www.dynamicplanner.com/training-videos
2) Have paid-for training in your office or at the Dynamic Planner offices in
Reading
For full details, contact Client Success on 0333 6000 500 or at
support@dynamicplanner.com – or contact your Account Manager directly

Global economic update
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Lunch and networking
A chance to ask questions one-on-one

Dynamic Planner Training Academy - 25 September Maidstone

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Dynamic Planner Training Academy - 25 September Maidstone