S&P Releases Advisor Portfolio Modeling Tool

June 9, 2004 (PLANSPONSOR.com) - Standard & Poor's has a new tool to help financial advisors structure their clients' investment portfolios across a range of security types.

The Web-based S&P Portfolio Advisor provides advisors with access to S&P’s Model Allocation Portfolios (MAPs) – model portfolios aligned to risk-appropriate asset allocation strategies and underlying security recommendations, including individual stocks, exchange-traded funds (ETFs) and mutual funds, or any combination of security types. Through the platform’s tools, advisors can diversify MAPs, enabling advisors to create a portfolio based on Standard & Poor’s recommendations, the firm said in a news release.

To support advisor management of the MAPs, S&P said the platform features:

  • ongoing portfolio monitoring;
  • alerts on recommended security changes;
  • regular market and economic commentaries;
  • access to Standard & Poor’s 5,000 Stock Reports and over 16,000 Mutual Fund Reports.

Additional features, including a proposal generation tool, client reports, and trading capabilities have been designed to blend with advisors’ existing workflows.

The product also accommodates various skill sets and licensing levels “for more streamlined business operations,” S&P said.   For example, Portfolio Advisor can be set to leverage Standard & Poor’s role as sub-advisor, allowing registered investment advisors (RIAs) to use MAPs to actively manage their clients’ portfolios. 

More information about the product is available at   www.portfolioadvisor.standardandpoors.com.