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MPS and Dynamic Planner

At Psigma we understand that accessing the right investment solutions, matching these to the appropriate level of risk and creating the right investment strategy, compliantly, is of paramount importance.  Tools that allow advisers to do this in a smarter way can only be a good thing. That’s why we have worked with Distribution Technology to provide access to our five MPS strategies via Dynamic Planner.

Dynamic Planner is the UK's most widely used digital risk profiling and financial planning service, used by many financial planners and a wide range of financial institutions to ensure investment suitability.
 
We send our asset allocation data to Distribution Technology on a quarterly basis to be mapped to their own asset classes.  The resulting ratings can be viewed below.
 
Strategy Psigma Benchmarks​​ ​​DP Risk Rating

Psigma MPS Cautious


  • Inflation + 2%
  • Recommended Investment Period: 5 years +


     

    DP - Profile 4 - small 4.png 

    • Inflation + 2%
    • Recommended Investment Period: 5 years +

    DP - Profile 4 - small 4.png
     

    Psigma MPS Balanced
    • Inflation + 3%
    • Recommended Investment Period: 7 years +
    DP - Profile 5 small2.png
    ​​​​Psigma MPS Balanced Income
    • Inflation + 3%
    • Recommended Investment Period: 7 years +


    DP - Profile 5 small2.png

    Psigma MPS Growth
    • Inflation + 4%
    • Recommended Investment Period: 10 years +
    DP - Profile 6 - small 2.png