London-headquartered Schroders has partnered with Distribution Technology (DT) to launch the Schroder Dynamic Planner Portfolios, a range of five risk-targeted funds that have been made using a risk profiling software known as Dynamic Planner.
The Schroder Dynamic Planner Portfolios, to be managed by Schroders multi-manager team led by Marcus Brookes, aim at enabling advisers – using risk profiling tool Dynamic Planner – to select those funds that closely match their clients’ appetite risk.
The funds, to be available on a wide range of UK adviser platforms, “will be managed by Schroders’ multi-manager team, who will make tactical asset allocation decisions while operating with the Dynamic Planner, meaning clients’ money will be aligned with their risk profile,”according Schroders.
Schroders UK intermediary co-head James Rainbow added: “We have worked closely with Distribution Technology for many years. They have a successful risk-profiling and investment process which is trusted across the industry by more than 7,000 advisers and we look forward to continuing our relationship with them.”