Don't have an account?
Learn More -or- Register Now
Here's a helpful set of tools you can use to talk with clients now.
Learn moreDon't have an account?
Learn More -or- Register Now
Give your model portfolios a health check
You’ve spent a lot of time assembling portfolios to meet your clients’ desired outcomes. But markets are fluid, and portfolios need to be monitored. Let Franklin Templeton provide a complimentary review and analysis of your current model portfolios to identify opportunities and threats or validate your efforts.
Comprehensive Analytics
View your portfolio through many lenses in terms of its composition and its risk and return metrics including MPT statistics.
Custom Benchmarks
We provide a broad spectrum of blended benchmarks to provide appropriate comparisons for your models.
Stress Testing
See how your portfolio would have fared during past market events AND how it might potentially react in various hypothetical market scenarios.
Fund Comparisons
Our Traffic Light reports provide a snapshot comparison of your portfolio’s component funds against their peer groups and benchmarks. It can highlight areas of underperformance and potential vulnerability while offering investment alternatives that potentially present better return opportunities and risk mitigation possibilities.
Obtain an ESG Comparison providing independent analysis of environmental, social, governance and controversy scores of your funds.
Fund Comparison reports take a deeper dive analysis of a fund set including common holdings, correlation and style analyses.
Portfolio Diagnostic
Take a deep dive into the characteristics of your model portfolio with our Portfolio Diagnostic report. View portfolio level exposures and obtain snapshots of MPT statistics along with additional portfolio level analysis, such as tracking error and correlation among portfolio holdings.
Use our Portfolio Comparison capabilities to compare your portfolio against a modified version to see how minor changes may positively impact your model’s portfolio.
Stress Test
Our Stress Test reports allow you to see how your model portfolios would have reacted under the circumstances you – and your clients – want to be prepared for the most. Find out how your portfolios would have fared during the 2008 Lehman collapse… or the 2011 eurozone crisis…or any of a number of significant market disruptions. See what might happen if oil rises by 50% or the US dollar declines by 20%. This may offer the opportunity to see if your portfolios are as durable as you expect them to be.
How to Request a Portfolio Review
Submit your request for our team to run a review. We can run analyses ranging from fund comparisons to portfolio diagnostics to portfolio stress tests. We’d be happy to help you find the analysis you’re looking for.
When you call us, we’ll advise you where to send your portfolio holdings. For fastest service please send a spreadsheet (.xls). If your list is in a .docx or .pdf format, we can work with that, too.
We will email you the review in 2-3 business days.
Related Services and Tools
Franklin Templeton Portfolio Consulting Services offers a range of portfolio services to help improve the risk profiles of your model portfolios, potentially improving client outcomes.
Explore potential fund performance under different scenarios, to make sure your portfolios are ready for what’s next.
All investments involve risks, including possible loss of principal.
Your clients should carefully consider a fund's investment goals, risks, charges and expenses before investing. Download a prospectus, which contains this and other information. Your clients should read the prospectus carefully before they invest or send money.
Past performance does not guarantee future results
You need Adobe Acrobat Reader to view and print PDF documents. Download a free version from Adobe's website.
Franklin Templeton Distributors, Inc.
This website is for US residents.
This website is for US residents.
Copyright © 2021 Franklin Templeton. All Rights Reserved.
There are literature items in your cart. If you sign out, all items will be removed.
Click "Stay Signed In" to continue your session and keep items in your cart.
Otherwise, click Sign out to end your session and empty your cart.
You can compare a maximum of 4 funds.
Money funds and liquidated funds cannot be added to comparison.
Quarterly commentary discussing fund performance. View more details
Client Use: | (FINRA Letter) |
---|---|
Literature Code: | |
Format: | () |
Publication Date: | |
Next Update: |