MSCI Multi-Asset Indexes
Dynamic Planner

Get in touch

Dynamic Planner Module
Risk-targeted indexes for portfolio benchmarking

Dynamic Planner was launched in 2003 and today is one of the UK’s most-widely used risk profiling and asset allocation investment processes supporting thousands of financial advisers and planners. For over a decade Dynamic Planner’s asset and risk model has produced a set of model portfolios at an asset class level, optimized for one of ten risk levels from low-risk to high-risk. MSCI has developed a series of ten indexes designed to represent the risk and return characteristics of these strategies by targeting a pre-determined target risk range.

The result is a suite of indexes that can be used as benchmarks to compare the performance of portfolios that have investment objectives similar to those of the model strategies represented in the respective index.

Dynamic Planner features

Consistent benchmark

A series of 10 risk-targeted, composite indexes, each designed to represent the performance of a strategy based on Dynamic Planner’s model portfolios, providing a range of options for subscribers to match an index to a fund or portfolio’s objectives

Replicable

Each index is comprised of replicable sub-component indexes targeting various exposures to equities, bonds and property to reflect the holdings of a diversified multi-asset class strategy

Extensive history

Daily history for each index commencing from September 30, 2005, providing an extended period of performance comparison data

Regular updates

The indexes are be rebalanced monthly and reflect changes to the Dynamic Planner model portfolios, aiming to ensure that changes in Dynamic Planner’s Investment Committee’s risk model are quickly and accurately implemented

Dynamic Planner Module contents

Index returns can be accessed via annual subscription to the MSCI Multi-Asset Indexes: Dynamic Planner Module. Subscribers will receive:

  •  Daily, index-level, Total Return (Net) returns for each of the 10 Dynamic Planner composite indexes dating back to September 2005
  •  Daily, index-level, Total Return (Net) returns for each of the 7 MSCI indexes used as sub-components in the composite indexes*
  •  The right to use index returns in all fund promotional and informational material such as fund factsheets and market reports
  •  Access to data via MSCI’s FTP site with the intention to make available via third-party market data providers**

 

*returns for the 5 sub-component ICE BAML fixed income indexes can be obtained directly from ICE

**MSCI cannot guarantee availability by any 3rd party data vendor source as they alone determine the data they will distribute

Performance, fact sheets, and methodology

Asset allocation information

Dynamic Planner model portfolio asset allocation details

 

Performance factsheets

 

Sub-Indexes

Equities

 

Fixed Income

  • ICE BofA UK Inflation-Linked Gilt Index (G0LI)
  • ICE BofA UK Gilts All Stocks Index (GAL0)
  • ICE BofA Global High Yield Index (HW00)
  • ICE BofA Sterling Corporate Index (UR00)
  • ICE BofA Global Government Index (W0G1)
  • ICE BofA Global Corporate Index (G0BC)

 

Other

Product brochure

Discover the MSCI Multi-Asset Indexes Dynamic Planner Module

View brochure

Methodology book

View methodology

Want to learn more about the Dynamic Planner Module?
Get in touch.

Contact us
Are you an existing client?

To learn more about this index module please contact your existing MSCI client coverage representative or e-mail MSCI at: clientservice@msci.com

The ICE BofAML UK Gilts All Stocks Index, ICE BofAML UK Index Linked Gilt Index, ICE BofAML Sterling Corporate Bond Index, ICE BofAML Global Broad Market Index and ICE BofAML Global High Yield Index (the “ICE Data Index”) are used as components in the Dynamic Planner 2-8 Indexes. The ICE Data Index has been licensed for use by MSCI Inc. in connection with Dynamic Planner 2-8 Indexes (the “Blended Index”). Neither MSCI Inc., nor the Blended Index, as applicable, is sponsored, endorsed, sold or promoted by ICE Data Indices, LLC (“ICE Data”), its affiliates or its third party suppliers (“ICE Data and its Suppliers”). ICE Data and its Suppliers make no representations or warranties regarding the advisability of investing in securities generally, or the ability of the ICE Data Index to track general market performance. Past performance of an ICE Data Index is not an indicator of or a guarantee of future results. The ICE Data Index or any of its underlying data shall not be redistributed without ICE Data’s express prior written consent.

ICE DATA AND ITS SUPPLIERS DISCLAIM ANY AND ALL WARRANTIES AND REPRESENTATIONS, EXPRESS AND/OR IMPLIED, INCLUDING ANY WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE OR USE, INCLUDING THE ICE DATA INDICES, ICE DATA INDEX VALUES, ICE INDEX DATA, BLENDED INDICES AND ANY INFORMATION INCLUDED IN, RELATED TO, OR DERIVED THEREFROM (“INDEX DATA”). ICE DATA AND ITS SUPPLIERS SHALL NOT BE SUBJECT TO ANY DAMAGES OR LIABILITY WITH RESPECT TO THE ADEQUACY, ACCURACY, TIMELINESS OR COMPLETENESS OF THE ICE DATA INDICES, BLENDED INDICES AND THE ICE INDEX DATA, WHICH ARE PROVIDED ON AN “AS IS” BASIS AND YOUR USE IS AT YOUR OWN RISK.