Interested advisers can learn more about MMX by contacting Folio Institutional at 88. Meanwhile, licensees can efficiently access third party expertise to offer their clients a broader range of managed investments.” “MMX allows model managers to increase the reach and visibility of their portfolio strategies, while creating a new revenue stream for them. “Effective today, every adviser on our platform has access to an enhanced universe of innovative portfolio models created and managed by other advisers and institutions,” said Folio Institutional President Greg Vigrass. Once a model is licensed for use, trades are executed via the Folio Institutional platform, which handles all back-office transactions between the licensor and licensee. Negotiations of licensing fees are conducted directly between the sellers and buyers of the investment strategies. Advisers wishing to have their models displayed can do so for free as well however, they are required to have a minimum level of assets on the Folio Institutional platform, with those funds invested in one or more of their models. The Target Return strategies are available on the Folio Institutional® platform.Folio Institutional is initially offering the MMX program as a free service for all registered advisers and broker/dealers who use its platform. This strategy allows for a personal approach to designing plans for individual clients that target date funds do not. The models are diversified across asset classes, indices and managers.Ĭompared to target date funds that allocate to asset classes based on some future date, the Target Return approach seeks to identify the rate of return required to meet future obligations and allocates to asset classes most likely to meet this expectation. These asset allocation models consist of exchange-traded funds that are actively selected and managed based on desired return and risk characteristics. These assets must be invested following one or more of the models they wish to offer for license in order to qualify for participation in Model Manager Exchange. Investment professionals can take advantage of our suite of Target Return portfolios. Folio Institutional requires portfolio managers seeking to have their models displayed on Model Manager Exchange to have a minimum level of assets on the Folio Institutional platform. Investment advisors, financial institutions and retirement plans use our innovative technology. The Growth & Income Strategy is available on the Adhesion, Folio Institutional and Schwab platforms. Folio Institutional ® is a leading brokerage, custody and financial technology company, all in one. The Growth Equity Strategy is available on the Adhesion, Folio Institutional and Schwab platforms.ĭownload the latest Fact Sheet March 31, 2023 They have a combined 90 years of investment management experience. The same portfolio managers have been managing the Growth Equity strategy since 1994 and the Growth & Income strategy since 2004. IARs seeking a more balanced approach can invest client assets in the Growth & Income portfolio. Investment advisor representatives seeking exposure to a multi-cap growth strategy can invest client assets in the Growth Equity portfolio. Asset allocation decisions are based on top-down economic analysis while security selection decisions are based on bottom-up fundamental analysis. Depending on capital market dynamics, the strategy may seek income through equity or debt investments. The investment objective for the Growth & Income portfolio is capital appreciation and moderate current income. This basic philosophy has driven the Growth Equity portfolio since inception in 1994. Learn more about our range of mutual funds and ETFs. The active management of a diversified portfolio of growth stocks potentially adds value to a long-term investment plan. Franklin Templeton is a global leader in asset management with more than seven decades of experience. Our Strategies Thematic Growth Equity and Growth & Income (Balanced) Investment strategies are currently available on the Envestnet®, Folio Institutional®, TD Ameritrade Institutional and Vestmark ™ platforms. These strategic relationships allow other investment advisor representatives the opportunity to invest in the firm’s strategies to meet client expectations. The firm provides investment management services to approved, affiliated registered investment advisors.
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