Franklin Templeton Portfolio Construction Services

Franklin Templeton Portfolio Construction Services offers no-cost portfolio model reviews using multidimensional analytics to help advisors better understand potentially unseen risks in portfolios.

Utilizing a comprehensive approach to portfolio construction and product selection, your analysis will include:

  • Key drivers of portfolio risk, return, and diversification
  • Multiple risk analyses—historical (ex post), forward looking (ex ante) and factor risk
  • Stress test results on a returns basis and a holdings-based analysis for equity products
  • Personalized stress test results for your model portfolio
  • Risk analysis on products with shorter track records
  • An iterative process to ensure your investment strategy remains aligned with your portfolio guidelines

For more information how the Franklin Templeton Portfolio Construction Services team can help you craft a portfolio with the characteristics you seek, please contact your Private Wealth Director.


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