14 August 2020
•
Image:
Dynamic Planner has expanded its risk profiling service to include investment trusts for the first time
Dynamic Planner has expanded its risk profiling service to include investment trusts for the first time as it seeks to enable consistency in assessing suitability regardless of the investment vehicle.
Seneca Global Income & Growth Trust is the first to be included in the service and has been assigned a Dynamic Planner Risk Profile score of seven out of a maximum possible ten. Dynamic Planner's Chatterjee:...
To continue reading this article...
Join Investment week
- Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
- Get ahead of regulatory and technological changes affecting fund management
- Important and breaking news stories selected by the editors delivered straight to your inbox each day
- Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
- Be the first to hear about our extensive events schedule and awards programmes
