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Portfolio > Portfolio Construction

Franklin Templeton Launches New Tool for Advisors: Portfolio Products

By Jeff Berman

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Franklin Templeton signFranklin Templeton introduced a proprietary Goals Optimization Engine that it said will provide investors with personalized investment paths for their unique goals, while giving advisors and other financial professionals a “scalable way to offer a differentiated investment solution and deepen client relationships.”

The new engine is based on proprietary research that defines investment success by whether or not an investor’s goals are achieved, recommending investment decisions to help maximize that chance of success, it noted.

GOE’s open-architecture offering will be delivered via AdvisorEngine, Franklin Templeton’s recently acquired platform.

Invesco Adds 3 ETFs to BulletShares Offerings

Invesco added three new exchange-traded funds to its BulletShares ETF suite that offers investors access to customized bond maturities in a transparent ETF structure.

The new BulletShares ETFs expand the stated year of maturity of the firm’s BulletShares High Yield Corporate Bond, BulletShares Corporate Bond and BulletShares Municipal Bond portfolios and include BulletShares 2028 High Yield Corporate Bond ETF (BSJS, with a net expense ratio of 42 basis points); BulletShares 2030 Corporate Bond ETF (BSCU, 10 bps); and BulletShares 2030 Municipal Bond ETF (BSMU, 18 bps).

The new ETFs track the Nasdaq BulletShares USD High Yield Corporate Bond 2028 Index, the Nasdaq BulletShares USD Corporate Bond 2030 Index and the Invesco BulletShares USD Municipal Bond 2030 Index and will rebalance monthly. BulletShares Indexes serve as benchmarks to the standard laddered strategy used by investment professionals and retail investors.

Bloomberg and Goldman Team on Alternative Risk Premia Indices

Bloomberg and Goldman Sachs Asset Management launched a comprehensive suite of 21 alternative risk premia benchmark indices.

The Bloomberg GSAM Risk Premia Indices, available via the Bloomberg Terminal, represent fully transparent and replicable indices of widely accepted alternative risk premia styles for liquid, rules-based investment strategies.

Alternative risk premia strategies are designed to bring investors the benefits of return diversification, liquidity, transparency, systematic exposure and cost efficiency.

FTSE Russell Introduces Enhanced Green Revenues 2.0 Data Model

FTSE Russell launched an enhanced Green Revenues 2.0 Data Model that measures the green revenue exposure of more than 16,000 listed companies across 48 developed and emerging markets, representing 98.5% of the total global market value of listed companies, it said.

Green Revenues 2.0 Data Model offers investors a comprehensive classification system covering green products and services in 10 sectors, 64 sub-sectors and 133 micro-sectors.

The 10 sectors are energy generation, energy equipment, energy markets and efficiency, environmental resources, environmental support services, food and agriculture, transport equipment, transport solutions, waste and pollution control and water infrastructure and technology.

Innovator to Add Stacker ETFs

Innovator Capital Management on Oct. 1 plans to start listing three Stacker ETFs on the Cboe BZX Exchange offering a “stacked” or “multiple exposure on the upside, to a cap, with a single exposure to the downside,” each with a 0.79% expense ratio, it said.

Part of Innovator’s Defined Outcome ETF family, the Stacker ETFs will offer advisors a potential solution to magnify their equity exposures and performance potential by accessing multiple U.S. stock market return streams simultaneously, up to a cap. At the same time they also offer the potential to maintain downside exposure to a single benchmark, SPY (the SPDR S&P 500 Index ETF), over a one-year outcome period, the company said.

The three new ETFS are the Innovator Triple Stacker ETF (TSOC), which seeks to provide triple upside exposures of 100% SPY, Nasdaq 100 and Russell 200; the Innovator Double Stacker ETF (DSOC), which seeks to provide double upside exposures to 100% SPY and Nasdaq 100; and the Innovator  Double Stacker 9 Buffer ETF (DBOC), which seeks to provide double upside exposures to 100% SPY and Nasdaq 100, with a buffer against the first 9% of losses.

— Check out last week’s portfolio product roundup here: Goldman Revamps MLP Income Fund: Portfolio Products

Jeff Berman

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