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Test your model portfolios and receive
potential recommendations
Even the best model portfolio should be periodically examined, tested and compared using many risk filters to determine if it’s truly best constructed to achieve desired outcomes across a range of potential markets. Have our team of portfolio consultants provide your model a deep dive analysis that may validate your diligence or offer potential adjustments to improve the model’s profile.
Risk Factor Decomposition
Our risk analytics include risk factor contribution by broad exposures, including equity, curve, currency and commodity as well as a more detailed breakdown of sub-asset class risk.
Ex-ante Risk Analysis
Offering both normal model and market model assumptions, we provide sophisticated risk metrics, including Value at Risk (VaR), Expected Tail Loss (ETL) exposure and STARR ratios.
Stress Testing
View your model portfolio’s results against customized benchmarks under a variety of historical market disruptions and under many possible future economic and market scenarios.
Regime Analysis
Understand how your model portfolio fared against its customized benchmark in a regime analysis of broad markets, including US stocks, bonds, commodities and the US dollar.
Ex-post Analysis
Receive a thorough examination of risk and reward characteristics of your model portfolio against customized benchmarks and see how potential changes may improve the profile characteristics.
Asset Correlations
Get a snapshot of the historical correlations of funds in your model portfolio.
How to Request Portfolio Consulting Services
Simply talk to your advisor consultant team
Provide your model portfolio and answer a few questions about any portfolio constraints and concerns you have.
Your Advisor Consultant will submit the request to the Portfolio Consulting Services team and arrange a time for them to review the results with you.
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
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Franklin Templeton Distributors, Inc.
This website is for US residents.
This website is for US residents.
Copyright © 2021 Franklin Templeton. All Rights Reserved.
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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
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