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CONTRIBUTORS

Tony Davidow, CIMA®

Senior Alternatives Investment Strategist
Franklin Templeton Institute

We recently hosted nearly 100 advisors in our Boston office, providing them with access to and insights from our private markets Specialist Investment Managers: Lexington Partners, Clarion Partners and Benefit Street Partners. They heard from business leaders, CIOs and portfolio managers as we explored the growth and opportunities across private markets.

Dave Donahoo, Head of Wealth Management Alternatives, noted that, “It was so great having advisors in person so they could conduct further diligence on our various funds and managers. The advisors were engaged throughout our meetings and left with a better understanding of the depth and breadth of resources available to them from insights from the managers, white papers, blogs and podcasts designed to help them make better informed decisions about allocating capital.”

Personally, I enjoyed speaking to the advisors, sharing research and answering a myriad of questions from product evolution to portfolio construction and improving discussions with clients. As I often do at our due diligence meetings, I presented Building Better Portfolios with Private Markets, sharing historical data on these versatile tools, discussing lessons learned from institutions, and using case studies to illustrate the impact of adding private markets to client portfolios.

As a token of our appreciation, we also provided signed copies of my new book to the participants. I don’t know who was more excited—my sharing my book with them or the advisors who were seeking a more comprehensive overview on this rapidly evolving segment of the marketplace.

These types of meetings are valuable for both the advisors and Franklin Templeton. The advisors provide valuable feedback on the type of information they are looking for and the questions that they get from their clients. Their input informs the types of materials that we produce and how we deliver it to them. I look forward to future events where we can share insights and help advisors feel comfortable implementing private markets into more of their clients’ portfolios.

WHAT ARE THE RISKS?

All investments involve risks, including possible loss of principal.

Investments in many alternative investment strategies are complex and speculative, entail significant risk and should not be considered a complete investment program. Depending on the product invested in, an investment in alternative strategies may provide for only limited liquidity and is suitable only for persons who can afford to lose the entire amount of their investment. Diversification does not guarantee a profit or protect against a loss.

Private Markets is educational material, leveraging independent research, authored by Tony Davidow in his personal capacity. Comments and views expressed are not necessarily those of Franklin Templeton.

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IMPORTANT LEGAL INFORMATION

This material is intended to be of general interest only and should not be construed as individual investment advice or a recommendation or solicitation to buy, sell or hold any security or to adopt any investment strategy. It does not constitute legal or tax advice. This material may not be reproduced, distributed or published without prior written permission from Franklin Templeton.

The views expressed are those of the investment manager and the comments, opinions and analyses are rendered as at publication date and may change without notice. The underlying assumptions and these views are subject to change based on market and other conditions and may differ from other portfolio managers or of the firm as a whole. The information provided in this material is not intended as a complete analysis of every material fact regarding any country, region or market. There is no assurance that any prediction, projection or forecast on the economy, stock market, bond market or the economic trends of the markets will be realized. The value of investments and the income from them can go down as well as up and you may not get back the full amount that you invested. Past performance is not necessarily indicative nor a guarantee of future performance. All investments involve risks, including possible loss of principal.

Any research and analysis contained in this material has been procured by Franklin Templeton for its own purposes and may be acted upon in that connection and, as such, is provided to you incidentally. Data from third party sources may have been used in the preparation of this material and Franklin Templeton ("FT") has not independently verified, validated or audited such data.  Although information has been obtained from sources that Franklin Templeton believes to be reliable, no guarantee can be given as to its accuracy and such information may be incomplete or condensed and may be subject to change at any time without notice. The mention of any individual securities should neither constitute nor be construed as a recommendation to purchase, hold or sell any securities, and the information provided regarding such individual securities (if any) is not a sufficient basis upon which to make an investment decision. FT accepts no liability whatsoever for any loss arising from use of this information and reliance upon the comments, opinions and analyses in the material is at the sole discretion of the user.

Franklin Templeton has environmental, social and governance (ESG) capabilities; however, not all strategies or products for a strategy consider “ESG” as part of their investment process.

Products, services and information may not be available in all jurisdictions and are offered outside the U.S. by other FT affiliates and/or their distributors as local laws and regulation permits. Please consult your own financial professional or Franklin Templeton institutional contact for further information on availability of products and services in your jurisdiction.

Issued in the U.S. by Franklin Templeton, One Franklin Parkway, San Mateo, California 94403-1906, (800) DIAL BEN/342-5236, franklintempleton.com. Investments are not FDIC insured; may lose value; and are not bank guaranteed.

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