There’s a problem. Investors are not getting the risk-adjusted returns they should. There is too much investment risk that comes from a reliance on outdated theories and institutional approaches. The conventional method is not aligned with what individuals need from their investments.
Now there is a choice. Dynamic Asset uses an active investment management approach called Goals Based Investing. The concept is simple - it directly links investor goals with their investment portfolio.
For advisers, the Dynamic Asset portfolio management solution unlocks new opportunities for your business. Opportunities for increased client capacity, greater client satisfaction and improved retention. It opens up new ways to
The Dynamic Asset solution is a turn-key solution for business growth.
Dynamic Asset enables you to use true end-to-end Goals Based advice and an aligned investment approach within your business. It begins with your understanding of your clients and their goals. This understanding can be easily and efficiently linked to actively managed portfolios. Each portfolio is targeted to achieve specific client goals including cash flow, risk or return. The aim is to achieve significantly higher probabilities that your clients will meet their goals. This means reducing the real risk that they will not
Many in the industry acknowledge that the traditional risk profiling approach contains real-world flaws. It does not necessarily relate to or even
As a financial adviser, your business success is linked to your capacity to serve as many clients as possible in
Wouldn’t it be great if you had time to serve more clients, while simultaneously increasing client satisfaction and retention?
Under the risk profiling approach, there is no genuine link between your client’s investment goals and how their investments are allocated. That is, how they ‘feel’ more often than not has no relationship to what they ‘need’. This makes it very difficult for your clients to understand why you are investing in what you do. They don’t really understand how it meets their needs or turns into predictable and reliable results.
Risk Profiling and Portfolio Optimisation encourages us to have faith in the long-term performance of assets, but short and mid-term results are unpredictable. This volatility creates real timing risk for your client’s investments which can have devastating consequences for your clients and expose your business to the risk of having unhappy clients.
The Dynamic Asset solution allows you to directly match your client’s financial objectives to a portfolio of carefully selected and actively managed investments that aim to deliver significantly higher risk-adjusted returns with lower volatility, therefore, increasing the probability of better outcomes for your clients. Dynamic Asset reduces the real risk to your client and your business.
The conversation about tracking progress towards a specifically targeted result makes more sense. It's a game-changing conversation that dramatically increases client engagement and satisfaction and what you can expect when using the Dynamic Asset investment management solution.
Advisers that are recognised as being more client-focused typically have more highly satisfied clients and receive the recognition and kudos they deserve. Improvement in client satisfaction is linked directly to increased retention and referral, which has the effect of turning your new business development activities into higher levels of growth and profitability.
Most advisers spend around 30% of their time on investment research, analysis, portfolio construction and portfolio management. The time spent on this creates a capacity cap on the number of clients that can be managed by an individual adviser.
The Dynamic Asset solution dramatically simplifies this. You no longer have to allocate so much time to researching, building and managing portfolios. The time saved is time created for managing your client relationships, understanding their needs and guiding their portfolio management with greater efficiency. The outcome is increased capacity, revenue and profit.
The Dynamic Asset service is a turn-key solution that integrates seamlessly into your business. Because it was built by planners for planners, we can provide you with everything you need to deliver goals-based investment to your clients.
Your management of client relationships remains the same but becomes more client-focused, efficient and transparent.
Every adviser clearly understands the increasing demands of compliance regulation and the industry costs of negative publicity. Regulators are searching for greater transparency and better client outcomes.
For independent financial advisers, it’s getting harder to keep up with the demands of increasing costs and regulatory requirements, while attending to the needs of your clients.
The answer is to operate with higher efficiency and scale your business by taking on more clients and reducing client churn. Dynamic Asset is the solution you’ve been searching for.