Franklin Templeton Strategies & Research Inside Riskalyze

If you have Riskalyze, you have the Partner Store, your one-stop collection of world-class models available right in your Riskalyze account. Tap into Franklin Templeton models and methodologies at no cost, drop them right into your account, and make them your own with just a few clicks.

Franklin Templeton


FEATURED IN THE AWARD-WINNING PARTNER STORE

Riskalyze’s Partner Store gives tens of thousands of advisors access to the industry’s best strategies and research, and it was named “Best Model Marketplace” at WealthManagement.com’s annual industry awards event.

GET ALERTS WHEN STRATEGIES ARE UPDATED

Whenever Franklin Templeton updates their models, you get real-time alerts. You can accept those changes, ignore them, or edit them to your heart’s content, and push those updates across your client accounts instantly.

REBRAND MODELS AND MAKE THEM YOUR OWN

Model subscriptions are designed to let your brand shine. Whether you’re directly following Franklin Templeton strategies or you’ve customized them entirely, you can rename any model in Riskalyze to reflect your business.

Franklin Templeton Investments Strategies

Designed for Outcomes & Changing Markets

More Than 70 Years of Multi-Asset Investing experience led by Edward Perks, CIO and Portfolio Manager of Franklin Income Fund since 2002.

At Franklin Templeton, everything we do has a single focus: to deliver better client outcomes. We believe that a diversified portfolio — across asset classes, styles, sectors, and regions — may offer investors the best opportunity for risk-adjusted returns over the long term. Our multi-asset Investment Strategy and Research Committee brings the best thinking of Franklin Templeton’s investment teams together in a central forum for discussion and debate. Through a disciplined discussion cycle, the team aims to identify key risks and opportunities for relative value, expressing them in Franklin Templeton Outcome Model Portfolios — all in one solutions for a variety of investment outcomes.

Learn More About Franklin Templeton Model Portfolios

Growth Model Portfolios

Conservative Growth – A multi-asset model of Franklin Templeton mutual funds and ETFs designed for investors seeking the highest level of long-term total return that is consistent with a desire for lower portfolio volatility.

Moderate Growth – A multi-asset model of Franklin Templeton mutual funds and ETFs designed for investors seeking the highest level of long-term total return that is consistent with the ability to accept a moderate level of portfolio volatility.

Growth – A multi-asset model of Franklin Templeton mutual funds and ETFs designed for investors seeking the highest level of long-term total return that is consistent with the ability to accept high portfolio volatility.

Equity Growth – A multi-asset model of Franklin Templeton mutual funds and ETFs designed for investors seeking the highest level of long-term total return that is consistent with the ability to accept higher portfolio volatility.

Growth & Income Model Portfolios

Growth & Enhanced Income – A multi-asset model of Franklin Templeton mutual funds and ETFs designed for investors seeking a mix of a high level of income and capital appreciation.

Growth & Income – A multi-asset model of Franklin Templeton mutual funds and ETFs designed for investors seeking both capital appreciation and current income.

Tax-Advantaged Growth & Income – A multi-asset model of Franklin Templeton mutual funds and ETFs designed for investors seeking both capital appreciation and predominately tax-exempt income.

Income Model Portfolios

Income – A multi-asset model of Franklin Templeton mutual funds and ETFs designed for investors seeking to generate a relatively steady and level of high current income.

Tax-Advantaged Income – A multi-asset model of Franklin Templeton mutual funds and ETFs designed for investors seeking to generate a relatively steady and high level of predominately tax-exempt income.

Stability Model Portfolios

Stability – A multi-asset model of Franklin Templeton mutual funds and ETFs designed for investors seeking capital preservation via a portfolio of predominantly fixed income strategies.

Tax-Advantaged Stability – A multi-asset model of Franklin Templeton mutual funds and ETFs designed for investors seeking capital preservation via a portfolio of predominantly tax-exempt fixed income strategies.

Rising Rate Defense – A multi-asset model of Franklin Templeton mutual funds and ETFs designed for investors seeking capital preservation and some long-term growth while potentially minimizing interest rate risk.

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See Franklin Templeton Strategies Modeled in Riskalyze

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Franklin Templeton Disclaimer: For Financial Professional Use Only. Not for Distribution to the Public.
For more information on any of our funds, contact your financial advisor or download a prospectus. Investors should carefully consider a fund’s investment goals, risks, sales charges and expenses before investing. The prospectus contains this and other information. Please read the prospectus carefully before investing or sending money. Franklin Templeton is not undertaking to provide impartial investment advice, or give advice in a fiduciary capacity, with respect to your clients. Only you can determine what to recommend to your client based on your client’s particular investment needs. Although Franklin Templeton does not receive a fee or other compensation directly from a retirement plan, plan fiduciary, plan participant or beneficiary, IRA or IRA owner in connection with your firm’s platforms/portfolios that include Franklin Templeton funds, Franklin Templeton may have a financial interest in these platforms because they may include funds and ETFs for which Franklin Templeton serves as investment advisor, and from which Franklin Templeton or its affiliates will receive fees for investment management, shareholder servicing, and transfer agent services.
Past Performance Is Not Indicative Or A Guarantee Of Future Results.