S&P’s Model Allocation Portfolios (MAPs) allow the advisor flexibility tochoose among three different security types at the asset and sub-asset class levels, according to a news release.
MAPs were designed to meet the needs of unbiased portfolio recommendations and represent the first phase in the company’s plan to introduce a complete, Web-based platform for investment advisors that will combine three things:
- S&P’s equity and funds research
- Flexibility to customize portfolios
- Integrating MAPs into an advisors’ fee-based client relationships.
S&P Investor Advisor Service portfolio analysts monitor each MAP on a regular basis to ensure that it continues to meet its original investment objective. If there is a significant shift in a portfolio’s allocation, the analysts may recommend a rebalancing of the asset allocation percentages.
Additional information is available at www.standardandpoors.com .