Increase your client engagement, spanning small individual investors to high-net-worth clients by transforming an investment policy statement into a scalable process with timely insights and a structured framework around asset allocation, investment selection review and risk management.
About Portfolio Solutions
Financial professionals are under intense pressure to meet diverse client needs while maintaining effective oversight. Complexity is on the rise and our team is here to help you navigate it.
Portfolio Solutions is your central access point to leverage our unmatched resources, specialized expertise, and global reach.
We can help you do more for your clients and practice by providing you with portfolio management support and tools, so you can: save time, gain perspective and access expertise.
Save time
Gain perspective
Engage with your clients more holistically by leveraging the team’s evaluation of your entire portfolio against the investment universe using comprehensive analytics and summaries.
Access expertise
Build confidence with unbiased reviews from experienced CFAs supported by our unmatched range of Specialist Investment Managers across asset classes, styles, sectors, and vehicles.
Portfolio Analytics Tool
Access a powerful self-service tool for building better portfolios and creating scalable investment programs.
Its features include the ability to:
- Compare and analyze over 40,000 funds and indexes
- Build portfolios and create custom reports with analytics
- Track equity and fixed income markets
- Create scenario-based analysis
Portfolio Consulting Services
Partner with Portfolio Consulting Services, a team comprised of over 30 consultants and analysts, who can help transform an investment policy statement into a scalable process by providing timely insights and a structured framework around the key areas of:
- Asset allocation
- Investment selection review
- Risk management
Asset allocation
Asset allocation
- Today’s well-diversified portfolios go beyond traditional stocks and bonds, often including alternative assets. This adds complexity to the portfolio construction process.
- We assess each asset-class sleeve separately, managing complexity and ensuring risk and reward is managed within each dimension of the portfolio.
Investment selection review
Investment selection review
- Our proprietary universal fund scoring system makes fund selection easy, reliable, and scalable.
- We help you monitor current asset managers and find new investment opportunities.
- We help you streamline your investment due diligence process.
Risk management
Risk management
- With our industry-leading analytical tools, we offer a comprehensive risk assessment including multi-factor analysis, stress and scenario testing, and other key metrics for a full picture.
- Our expert consultants deliver tailored data interpretation for your clients’ risk/reward thresholds.
Work with us
To learn more about the Portfolio Analytics Tool or Portfolio Consulting Services, please contact your Franklin Templeton Internal Sales Consultant at (800) DIAL BEN/342-5236.
Sign In
Don't have an account?
Register now for great benefits, resources and tools for your clients.
Learn more and get started.