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Explore an innovative approach to asset allocation


Through our partnership with Franklin Templeton, AdvisorEngine clients can access an adaptive, personalized approach to asset allocation designed to maximize the probability of goal achievement.


In this white paper, Franklin Templeton’s Investment Solutions team provides an in-depth review of its innovative approach to asset allocation by covering a number of key topics:


  • How the dynamic, goals-based approach improves upon traditional, risk-based methods and helps to develop a more holistic investment plan
  • How success probabilities are calculated for a stated goal and used to build an optimal, initial portfolio
  • Application for portfolios being managed in “forward time” as gains or losses occur and success probabilities change