Searching the Globe for Stable Equity Income
Franklin Global Income Portfolios
For those wishing to invest directly in companies on foreign exchanges, this is available in our Global Income Portfolios through our association with Interactive Brokers.
Global Income Portfolio Management
Step 1: Create dynamic diversified equity income portfolios based on asset and sector classes where we see improving fundamentals, momentum and compelling, stable dividend yields.
Step 2: Monitor and evaluate existing valuations, momentum factors and yields for continued adjustment of portfolio allocations.
Step 3: Utilize multiple quantitative analysis tools to optimize our buy/sell decision-making process.
Step 4: Track and monitor various catalysts to help enhance the investment entry and exit decision process.
Step 5: Reassess portfolio cash flows and family risk parameters as often as every 6 months in concert with our tax strategy.