Franklin NextStep
Model Portfolios

Designed for Outcomes. Managed for Changing Markets.

The Franklin NextStep Model Portfolios - including a corresponding Index Series – are designed for outcomes and managed for changing markets. The portfolios are built for use in advisory programs and managed by a global team that may incorporate a multi-manager blend of funds and ETFs that is tactically adjusted each month based on market conditions.

Intro flyer

Introductory Hybrid Flyer
(Client & Advisor Use)

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Intro flyer

Introductory Index Flyer
(Client & Advisor Use)

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Intro flyer

Most Recent Quarterly Commentary/ Fact Sheets
(Advisor Only)

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Franklin NextStep Model Portfolios - Hybrid Series

A diversified mix of active and passive investment strategies • tactically adjusted and rebalanced 4-6 times per year • built from Franklin Templeton and third‐party mutual funds and ETFs • providing exposure to a broad array of assets and securities • to build well‐diversified, outcome oriented strategies.

TARGET-RISK STRATEGIES
Conservative
Moderate
Growth
GOAL BASED STRATEGIES
Rising Interest Rates
Income Generation

Franklin NextStep Model Portfolios - Index Series

A diversified mix of passive investment strategies • tactically adjusted and rebalanced 4-6 times per year • built from ETFs • providing exposure to a broad array of assets and securities • to build well‐diversified, outcome oriented strategies.

TARGET-RISK STRATEGIES
Conservative
Moderate
Growth
GOAL BASED STRATEGIES
Rising Interest Rates
Income Generation

Why Franklin NextStep Model Portfolios?

Simplicity

Choose between all‐in‐one portfolios targeted to the three levels of risk and goal‐based strategies aimed to deliver high‐quality allocation solutions.

Diversification

Model portfolios offer a broad mix of investments across fund managers, asset classes and countries. Portfolios will be built using Franklin Templeton strategies, third party funds and/or ETFs.

Expertise

Professionally managed to navigate the ups and downs of the market Franklin Templeton has 20 years of experience managing multi‐asset portfolios.

Franklin NextStep Model Portfolios employ a robust asset allocation strategy, drawing from targeted investment vehicles. The portfolios are built to include potential exposure to multiple investment strategies across major sub-asset classes—a caliber of investment diversification that is traditionally available mostly to institutional investors and offers the potential to achieve strong risk-adjusted returns over the long term.
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For more information on any of our funds, contact your financial advisor or download a prospectus. Investors should carefully consider a fund's investment goals, risks, sales charges and expenses before investing. The prospectus contains this and other information. Please read the prospectus carefully before investing or sending money.

WHAT ARE THE RISKS?

While an asset allocation plan can be a valuable tool to help reduce overall volatility, all investments involve risks, including possible loss of principal. Because these models include funds (the term “fund” includes exchange traded funds or “ETFs”), which may engage in a variety of investment strategies involving certain risks, the Franklin NextStep Model Portfolios are subject to those same risks. In addition, investors will indirectly bear the fees and expenses of the underlying funds included in the models. Alternatives investing involves special risks, such as potential illiquidity, and may not be suitable for all investors.

The investment allocations within each model may not achieve the stated objectives. Asset allocation and diversification do not ensure a profit or protect against loss. Model allocation strategies are not designed to maximize return or predict the highest-performing fund or group of funds within each class in the model.

This material is not intended as an offer or solicitation for the purchase or sale of any financial instrument. This material has been prepared for use by financial professionals only, and is not intended to provide, and should not be relied upon for accounting, legal or tax advice.

Franklin NextStep Model Portfolios are provided to financial professionals on the belief that you are capable of evaluating investment risks independently, both in general and with regard to particular transactions and investment strategies. Franklin Templeton Multi-Asset Solutions (FTMAS) is not undertaking to provide impartial investment advice, or give advice in a fiduciary capacity, with respect to your clients. Only you can determine what to recommend to your client based on your client’s particular investment needs.

The composition of the Franklin NextStep Model Portfolios may change without notice. There can be no assurance that any or all of the funds included in any model will be available for investment, and investment in any fund that appears in a model is subject to satisfaction of eligibility and applicable account opening requirements, for which we take no responsibility. The views, strategies or funds described may not be suitable for all investors or available for investment to all investors.

FTMAS has constructed the Franklin NextStep Model Portfolios selecting from Franklin Templeton sponsored funds and third party funds reviewed by the FTMAS’ manager research team. FTMAS has a financial interest in models that contain Franklin Templeton sponsored funds because Franklin Templeton entities are service providers to these funds and receive fees for investment management, shareholder servicing, and transfer agent services. In addition, FTMAS’ investment professionals will typically have access to holdings data or portfolio managers of Franklin Templeton sponsored funds on a more frequent or detailed basis than is available from third party funds. These factors and related considerations may create potential conflicts of interest in determining whether to include one or more Franklin Templeton funds in a model allocation strategy.

FTMAS considers numerous factors in evaluating and selecting funds (including those to be deployed in model allocation strategies) and may use some or all of its processes when conducting due diligence on a potential fund. FTMAS recognizes that a fund may not meet all of its selection criteria and may, in its sole discretion, balance these factors or waive any of its selection criteria or due diligence processes as it deems necessary or appropriate depending on a variety of factors, including for example the fund’s investment strategy, the fund’s registration status (including jurisdiction of registration) or the fund’s product structure. Our investment process is dynamic and subject to change over time.

Additional Information with respect to the Department of Labor’s fiduciary rule

If you are a fiduciary to a retirement plan, plan fiduciary, plan participant or beneficiary, IRA or IRA owner, or other plan or account covered by the Department of Labor’s fiduciary rule, in addition to the foregoing, please be aware of the following additional information: This material is intended for use only by a fiduciary that is, or is an employee, agent, or registered representative of, a bank, insurance carrier, registered investment adviser, or registered broker-dealer. Although FTMAS does not receive a fee or other compensation directly from the plan, plan fiduciary, plan participant or beneficiary, IRA, or IRA owner for the provision of investment advice in connection with the model allocation strategies, FTMAS has a financial interest in these model allocation strategies because they include Franklin Templeton funds for which Franklin Templeton serves as investment adviser, and from which Franklin Templeton or its affiliates will receive fees for investment management, shareholder servicing, and transfer agent services.


Franklin Templeton Distributors, Inc. is the principal distributor of Franklin Templeton Investments’ U.S.-registered funds.

Your clients should carefully consider a fund’s investment goals, risks, charges, and expenses before investing. They should carefully read the prospectus before they invest or send money.