Office Hours Spotlight: Portfolio Consulting Services

What is Portfolio Consulting Services?

In partnership with Franklin Templeton, we are excited to offer you access to their Portfolio Consulting Services (PCS). PCS is a personalized offering made available to a limited number of clients.  Through PCS, advisory firms have access to Franklin Templeton’s institutional quality investment analytics and a team of portfolio analysts.  The PCS team will review and analyze portfolios through a number of risk lenses to test portfolio assumptions and look for ways to potentially improve expected outcomes.  

How does the service work?

There are no additional fees for this service.  The process includes providing the team with your firm models, they will run your models through their analytics process which will produce several outcome reports.  We will then schedule a call with FT and your team to walk through the analytics and reports.

We would like to offer your team access to this service as a part of your relationship with AdvisorEngine.  Join this webinar to learn more about PCS, and how your team can take advantage of it.

Feel free to send this invitation to others within your firm as well that you think would be interested!

Speakers:

• Peter Olsen, VP, Head of Global Portfolio Construction Services at Franklin Templeton

• Amber Krier, Head of Relationship Management at AdvisorEngine