Franklin Templeton has engaged Stadion to provide technology and consulting services to support Franklin Templeton’s Goals Optimization Engine (GOE).
According to a press release, GOE combines Franklin Templeton Investment Solutions’ portfolio construction expertise with dynamic programming to deliver individualized portfolio pathways based upon an individual's unique goals. The firm explains that GOE uses probability of success as the driver for the initial asset allocation and each reallocation in order to maximize likelihood of achieving the goal, and portfolio paths further adapt to client changes and market events.
Stadion Technology provides consulting and technology to advisors and asset managers entering the managed account and participant advice space.
