We are pleased to confirm that the MAIA Smart Beta Portfolios are now fully risk rated and available within the Dynamic Planner platform.

Due to the increasing use of Dynamic Planner by our existing and potential new strategic partners, MAIA has taken the commercial decision to work with Dynamic Planner to allow full access to our Smart Beta model portfolio range within the platform for all Dynamic Planner users.

Whether or not you use Dynamic Planner, these ratings provide a clear, independent view of portfolio risk to support your advice process.

MAIA’s Smart Beta range consists of five model portfolios, all constructed and monitored using our established research and due‑diligence process. Asset allocation and fund selection are reviewed on an ongoing basis, with a focus on maintaining consistent outcomes over the longer term.

The Smart Beta portfolios were established in January 2017 and will be reaching their ten-year anniversary in January 2027. Within the Dynamic Planner platform, advisers will be able to access our full track record (nine and a half years) and the ongoing risk management of the full suite moving forward.

For advisers who use Dynamic Planner, the MAIA Smart Beta Portfolios can now be selected directly within your existing risk and cashflow planning framework, making it straightforward to evidence suitability and compare the range with other risk‑rated solutions. For advisers who do not use Dynamic Planner, the risk ratings can still be used as an additional reference point alongside your own risk‑profiling tools.