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Volatility Resources for Your Clients
Here's a helpful set of tools you can use to talk with clients now.
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Hypotheticals
Help your clients see the path to their investment goals
- Choose from a wide selection of funds from Franklin Templeton and other fund families.
- Compare portfolios or individual investments' for returns and risk measures.
- Create compelling illustrations of fund performance and the strategies you recommend.
- Access customizable hypotheticals.
Introducing Advantage Hypotheticals™
Total time: 1:59
Create Customized Portfolios and Reports for Your Clients
Performance measures such as MPT statistics, upside/downside capture, and risk/reward profiles can help showcase the potential benefits of an actively managed portfolio.
Include as much detail in the report as you want.
Register to gain access
Take a minute to register so you can create your own hypotheticals.
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.
Franklin Templeton Distributors, Inc.
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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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Tool Access Acknowledgement
By clicking “Yes” below, you acknowledge and agree as follows:
- Access to the Advantage Hypotheticals Tool is provided on your understanding that Franklin Templeton is not acting as an “investment adviser” (as defined under the Investment Advisers Act of 1940) or as a “fiduciary” (as defined under the Employee Retirement Income Security Act of 1974), nor is engaged in rendering impartial investment advice, legal, accounting, fiduciary, tax or other professional services to you or your customers.
- You are a representative of a broker-dealer or investment adviser (together, “your firm”) registered with the SEC, FINRA and/or the applicable states in which you or your firm conduct business. You, your firm, and your firm’s personnel (i) are capable of evaluating investment risks independently, both in general and with regard to all transactions and investment strategies involving a security or securities; and (ii) will exercise independent judgment in evaluating any information provided by the Tool.
- While certain holdings identified in the Tool’s output report may be managed by Franklin Templeton, Franklin Templeton is not providing individualized investment advice or investment recommendations to your clients. Only you can determine what to recommend to your client based on your client’s particular investment needs. The output report is intended for informational and educational purposes only.