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CanadaA RANGE OF SERVICES TO HELP YOU ANALYZE AND IMPROVE MODEL PORTFOLIO CHARACTERISTICS
Exclusive to Portfolio Managers, Franklin Templeton Portfolio Consulting Services offers a range of portfolio services to help improve the risk profiles of your model portfolios, potentially improving client outcomes.
Benefits
- Gain insight into a portfolio's allocation of risk using multiple lenses
- Quantify underlying sources of risk and return
- Identify fund level improvements to potentially enhance the matrix of funds you use
- Obtain perspective on the dynamic interaction of portfolio assets
- Customize your review to meet your specific requirements
- Consult with risk analytics' professionals to understand gaps and hidden risks
Portfolio Review
Franklin Templeton Portfolio Consulting Services (FTPCS) comprises a team of analysts who will run analytics on your model portfolios. We offer the opportunity to evaluate your fund matrix, run a diagnostic on your portfolio, or compare models. Our experienced team can run an in-depth portfolio review that uses multiple risk lenses and analytics to deliver insights and address potential areas of concern. Please see below for examples:
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Our factor contribution analysis can identify unseen risks.
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We provide analysis with historic stress tests.
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Scenario-based stress tests can evaluate areas of concern.
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Equity regime analysis evaluates the models by index return quintiles.
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Expected Tail Loss (ETL) and Stable Tail-Adjusted Return Ratio (STARR) analyses are available in the risk contribution snapshot.
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Proposed Holdings Allocation Changes and the Alt Summary illustrate potential alternatives.
Engage
Talk to your Franklin Templeton sales team to request a review of your model portfolio.
The initial call with Franklin Templeton Portfolio Consulting Services will be to discuss your current model(s), fund selection approach, desired portfolio outcomes and constraints on investment, and determine any other areas where the FTPCS team can add value.
The FTPCS team will run the analysis and arrange a time to share and review the results.
FTPCS will present the analysis, including factor contribution analysis, regime analysis, historical and scenario stress tests and ex-ante risk exposure. They may suggest ideas for implementing potential model improvements or where changes can result in improved risk/reward profiles.
Commit the models to ongoing review. Markets change and your models should be reviewed and tested on an ongoing basis. FTPCS can periodically verify a model's attributes and expected behavior, continuing the portfolio refinement process.
What Are the Risks?
All investments involve risks, including possible loss of principal. Bond prices generally move in the opposite direction of interest rates. Thus, as the prices of bonds adjust to a rise in interest rates, the share price may decline. Investments in foreign securities involve special risks including currency fluctuations, economic instability and political developments. Investments in emerging market countries involve heightened risks related to the same factors, in addition to those associated with these markets’ smaller size, lesser liquidity and lack of established legal, political, business and social frameworks to support securities markets. Such investments could experience significant price volatility in any given year. High yields reflect the higher credit risk associated with these lower-rated securities and, in some cases, the lower market prices for these instruments. Interest rate movements may affect the share price and yield. Stock prices fluctuate, sometimes rapidly and dramatically, due to factors affecting individual companies, particular industries or sectors, or general market conditions. Treasuries, if held to maturity, offer a fixed rate of return and fixed principal value; their interest payments and principal are guaranteed.
IMPORTANT LEGAL INFORMATION
These materials reflect the analysis and opinions of the authors as they intended on the stated publication dates, and may differ from the opinions of other portfolio managers, investment teams or platforms at Franklin Templeton Investments. It is intended to be of general interest only and not construed as individual investment advice or a recommendation or solicitation to buy, sell or hold any security or to adopt any investment strategy. It does not constitute legal or tax advice.
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The comments, opinions and analyses are the personal views expressed by the investment manager and are intended to be for informational purposes and general interest only and should not be construed as individual investment advice or a recommendation or solicitation to buy, sell or hold any security or to adopt any investment strategy. It does not constitute legal or tax advice. The information provided in this material is rendered as at publication date and may change without notice and it is not intended as a complete analysis of every material fact regarding any country, region, market or investment. Reliance upon information in any posting on this site is at the sole discretion of the viewer.
