Model Portfolios for a range of outcomes

Let's work together to help your client achieve their goals.

FLEXIBILITY – BUILT AROUND YOUR FIRM’S NEEDS

Our models are built using an open framework and packaged using a flexible matrix of options:

Investment Manager: Models can be built exclusively with Franklin Templeton Funds and ETFs, or using a mix of Franklin and non-proprietary funds and ETFs.

Model Objectives: : Models can establish specific target outcomes such as stability, growth, income, can be built as a series of relative return to benchmark, or be based on investment themes such as “emerging markets” or “rising rates”.

Fund Style: Models can select active, passive, or systematic styles — or a combination of all three — in order to build the most effective portfolios.

Custom Constraints: Firm-specific constraints such as minimum credit quality, regional preferences or volatility parameters, can also be incorporated into the models.

Delivery: We’ve built paper models for the advisor to implement, models that are administered through the firm platform, and models that are delivered through Fintech systems such as Morningstar, Oranj and Riskalyze.

Flexibility - Built around your firms needs

DESIGNED IN AN OUTCOME FRAMEWORK

When it comes to planning for financial goals, we believe every investor should run their own race. What good does it do to beat a benchmark, if you still can’t reach the finish line? Outcome investing is our way of measuring success—helping investors keep an eye on the prize and prioritizing the investment factors that are most likely to help them achieve it.

THEMATIC

THEMATIC

Rising Rate Defense

Emerging Markets

Tax-Advantaged

TARGET OUTCOME

TARGET OUTCOME

Income

Growth & Income

Growth & Enhanced Income

Stability

RELATIVE RISK

RELATIVE RISK

Equity Growth

Growth

Moderate Growth

Conservative Growth

POWERED BY OUR BEST THINKING

Model allocations are informed by our Investment Strategy and Research Committee (ISRC) which:

  • Generates a “top-down” view across asset classes and regions
  • Connects and synthesizes the “bottom up” sector and regional insights of the global investment teams at Franklin Templeton

POWERED BY OUR BEST THINKING

POWERED BY OUR BEST THINKING

70+ YEARS OF MULTI-ASSET INVESTING EXPERIENCE

Portfolio Construction

A team of portfolio construction experts:

  • Leverages the recommendations from the ISRC to set a broad asset allocation direction of the model
  • Sets near-term tactical tilts to harvest opportunity or avoid potential risk
  • Looks through and across each fund within the model to ensure targeted diversification across asset classes, regions, styles, and sectors
  • Assembles, tests and validates against typical investor objectives
  • Tests any proposed change in allocation prior to formalizing to see its impact through different economic lenses

Manager Research

A team of dedicated manager research professionals:

  • Works with the PM team to identify strategies that will assist them in achieving model outcomes
  • Conducts a consistent and rigorous review process for each fund in the consideration set
  • Documents the findings in a comprehensive fund “personality” report
  • Monitors each fund’s behavior over time for consistency and adherence to expectations

Risk Management

An independent team of risk specialists (reporting directly to Franklin Templeton’s CEO) :

  • Provides timely performance and investment risk analytics