S&P 'MAPs' Out New Investment Portfolios

June 19, 2003 (PLANSPONSOR.com) - Standard & Poor's (S&P) has introduced a series of guided, model portfolios, mapped to a range of asset allocations that allow a mixture of equities, bonds, and cash.

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 .