United States
A RANGE OF SERVICES TO HELP YOU ANALYZE AND IMPROVE MODEL PORTFOLIO CHARACTERISTICS
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.
Benefits
- Gain insight into a portfolio's allocation of risk using multiple lenses
- Quantify underlying sources of risk and return
- Identify fund level improvements to potentially enhance the matrix of funds you use
- Obtain perspective on the dynamic interaction of portfolio assets
- Customize your review to meet your specific requirements
- Consult with risk analytics professionals to understand gaps and hidden risks
Portfolio Review
Franklin Templeton Portfolio Consulting Services (FTPCS) comprises a team of analysts who will run analytics on your model portfolios. We offer the opportunity to evaluate your fund matrix, run a diagnostic on your portfolio, or compare models. Our experienced team can run an in-depth portfolio review that uses multiple risk lenses and analytics to deliver insights and address potential areas of concern. Please see below for examples:
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We provide analysis with historic stress tests.
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Scenario-based stress tests can evaluate areas of concern.
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Equity regime analysis evaluates the models by index return quintiles.
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Expected Tail Loss (ETL) and Stable Tail-Adjusted Return Ratio (STARR) analyses are available in the risk contribution snapshot.
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Proposed Holdings Allocation Changes and the Alt Summary illustrate potential alternatives.
Engage
1 Talk to your Franklin Templeton Senior Advisor Consultant/Advisor Consultant to request a review of your model portfolio.
2 The initial call with Franklin Templeton Portfolio Consulting Services will be to discuss your current model(s), fund selection approach, desired portfolio outcomes and constraints on investment, and determine any other areas where the FTPCS team can add value.
3 The FTPCS team will run the analysis and arrange a time to share and review the results.
4 FTPCS will present the analysis, including factor contribution analysis, regime analysis, historical and scenario stress tests and ex-ante risk exposure. They may suggest ideas for implementing potential model improvements or where changes can result in improved risk/reward profiles.
5 Commit the models to ongoing review. Markets change and your models should be reviewed and tested on an ongoing basis. FTPCS can periodically verify a model's attributes and expected behavior, continuing the portfolio refinement process.
Research
Sign in obtain topic papers and other fundamental resources related to portfolio construction.
 Multi-Lens Review May Lead to Improved Risk Clarity
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VaR: A Risk Measure Worth Understanding
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Introducing Franklin Templeton Portfolio Construction Services
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Portfolio Construction Services Overview
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Franklin Templeton Portfolio Consulting Services (West region, Guy DeWald)
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Franklin Templeton Portfolio Consulting Services (Southeast, South Central regions, Adam Smith)
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Franklin Templeton Portfolio Consulting Services (Northeast, Midwest regions, Rob Robbins)
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Keeping Your Balance
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Ready to take the next step
Sign in to schedule a review.
Important Legal Information
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.
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Franklin Distributors, LLC. Member FINRA/SIPC. Prior to July 7, 2021, Franklin Templeton Distributors, Inc., and Legg Mason Investor Services, LLC served as mutual fund distributors for Franklin Templeton.
