Portfolios powered by Franklin Templeton’s best thinking
Our solutions are aligned with client goals, asset, and liabilities and are delivered in a collaborative approach by a dedicated team of client portfolio managers located around the world.
We offer a wide array of strategies for advisors to implement as core portfolio holdings, or as a completion portfolio.
We optimize for client risk and / or return targets, investing across a curated range of asset, sub-asset classes, and investment styles. Available as registered funds, or model portfolios.
We launched our first income strategy in 1948 based on a philosophy that a multi-asset portfolio provides the most flexible and long-lasting approach to generating a regular income using instruments from across the capital structure.
We combine our proprietary factor definitions to deliver a low-cost approach to alpha creation that can be customized to a specific region, sector, ESG or custom thematic targets.
The Franklin Income SMA consists of a flexible approach to income and growth opportunities that seeks to provide a consistent stream of attractive monthly income, flexible allocation in pursuit of best opportunities, broad diversification across multiple asset classes managed by a seasoned management team.
The fund seeks to maximize income, while maintaining prospects for capital appreciation, by investing in a diversified portfolio of stocks and bonds.
The fund seeks to maximize income to support monthly distributions while maintaining the prospects for capital appreciation. The fund invests in a diversified portfolio of stocks and debt securities and employs a managed distribution policy that is intended to provide level monthly payments.
We offer a wide array of strategies for institutional investors, including corporations, government agencies, pension funds, and insurance companies. Learn more about a selection of our capabilities below, or contact us to discuss custom needs and solutions.
January 14, 2026
This bi-annual outlook survey is designed to give a view across our investment teams. The expectations for 2026 are based on survey results from investment professionals across all asset classes. We also provide our predictions on inflation, recession, asset class performance and more.
January 12, 2026
Markets continue to offer attractive opportunities for income generation and selective capital appreciation, according to Franklin Income Investors CIO Ed Perks. In this article he discusses his outlook for 2026 and where he sees opportunities and risks.
January 9, 2026
Amid steady economic growth and healthy corporate fundamentals, Franklin Templeton Investment Solutions sees reasons to prefer equities over fixed income as 2026 begins.
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. The views expressed are those of the investment manager and the comments, opinions and analyses may change without notice. The information provided in this material is not intended as a complete analysis of every material fact regarding any country, region or market.
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. 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.
Your clients should carefully consider a fund’s investment goals, risks, charges and expenses before investing. Download a prospectus, which contains this and other information. Your clients should read the summary prospectus and/or prospectus carefully before they invest or send money.
What Are the Risks?
All investments involve risks, including possible loss of principal.
Generally, those offering potential for higher returns are accompanied by a higher degree of risk. Stock prices fluctuate, sometimes rapidly and dramatically, due to factors affecting individual companies, particular industries or sectors, or general market conditions. Bond prices are affected by interest rate changes. Bond prices, and thus a bond fund's share price, generally move in the opposite direction of interest rates. As the price of bonds in a fund adjusts to a rise in interest rates, the fund's share price may decline. High-yield, lower-rated ("junk") bonds generally have greater price swings and higher default risks. Foreign investing, especially in developing markets, has additional risks such as currency and market volatility and political or social instability. For tax-free income funds, the alternative minimum tax may apply. These and other risks pertaining to specific funds, such as those involving investments in specialized industry sectors or use of complex securities, are discussed in each fund's prospectus. By clicking on the fund name, you will be taken to a more detailed fund information page which includes main investments and risks.
