New products introduced over the last week include a new hypothetical portfolio-building tool from Franklin Templeton and a strategic partnership between Private Client Resources and Argus Research Group.
In addition, LPL Financial added Alliant Credit Union to its institutions-services platform.
Here are the latest developments of interest to advisors:
1) New Hypotheticals Tool from Franklin Templeton
Franklin Templeton Investments introduced a new online tool for creating presentations on hypothetical portfolios: Advantage Hypotheticals.
The tool, available only to financial advisors, allows each user to build hypothetical portfolios of Franklin, Templeton and Mutual series funds, as well as funds from other fund companies in a single report.
Advantage Hypotheticals has an intuitive four-step process. Financial advisors select the investments, which can include Franklin Templeton funds, market indices or funds from other firms to include in their client’s portfolio.
To build the hypothetical portfolio, the advisor provides specific parameters such as investment amount, time periods and distribution instructions.
To evaluate the results, each advisor reviews a detailed analysis that includes performance, portfolio holdings, correlation, diversification, alpha, beta, capture ratios, risk comparison, and fund-by-fund investment details. A simple click creates a client-ready presentation that is customized with the financial advisor’s contact information, their client’s name and the report components the advisor selected.