Transformative technologies like AI, cloud and blockchain have historically exceeded forecasts.* Here’s how you could position for the next wave of growth.
The wealth you build isn’t defined by what you earn—it’s defined by what you keep. Focus on strategies that deliver after-tax outcomes over the long-term.
As market leadership evolves in equity, broader diversification across regions and styles may be key to the next cycle.
AI and transformative technologies could reshape your portfolio. Learn how you can thoughtfully participate in the next wave of growth.
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years of asset management experience
(USD) total assets under management 1
For the second consecutive year, Franklin Templeton’s Retirement Advantage target‑date series has won more LSEG Lipper Fund Awards than any other target‑date suite.2
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*Source: Morgan Stanley AI Guidebook, Fourth Edition, 1/31/2024. Next Move Strategy Consulting. Initial forecast dates were February 1996 for PC and internet users. January 2010 for smartphone shipments. March 2017 for cloud revenue and January 2023 for AI market size. Artificial Intelligence Market Size & Trends published by Grand View Research, the global AI market reached $196.63 billion in 2023 and is expected to grow at a CAGR of 36.6% from 2024 to 2030, reaching approximately $1.8 trillion. There is no assurance that any estimate, forecast or projection will be realized. Past performance is not an indicator or a guarantee of future performance.
1. AUM is as of 3/26.
2. Fund Awards: Putnam Retirement Advantage 2035 Fund, Best Mixed Asset Target 2035 Fund Over 3 Years; Putnam Retirement Advantage 2035 Fund, Best Mixed Asset Target 2035 Fund Over 5 Years; Putnam Retirement Advantage 2040 Fund, Best Mixed Asset Target 2040 Fund Over 5 Years; Putnam Retirement Advantage 2045 Fund, Best Mixed Asset, Target 2045 Fund Over 3 Years; Putnam Retirement Advantage 2045 Fund, Best Mixed Asset, Target 2045 Fund Over 5 Years; Putnam Retirement Advantage 2050 Fund, Best Mixed Asset Target 2050 Fund Over 3 Years; Putnam Retirement Advantage 2050 Fund, Best Mixed Asset Target 2050 Fund Over 5 Years; Putnam Retirement Advantage 2055 Fund, Best Mixed Asset, Target 2055 Fund Over 3 Years; Putnam Retirement Advantage 2055 Fund, Best Mixed Asset, Target 2055 Fund Over 5 Years; Putnam Retirement Advantage 2060 Fund, Best Mixed Asset Target 2060 Fund Over 3 Years; Putnam Retirement Advantage 2060 Fund, Best Mixed Asset Target 2060 Fund Over 5 Years; Putnam Retirement Advantage 2065 Fund, Best Mixed Asset Target 2060+ Fund Over 3 Years. View all the awards methodology here.
The LSEG Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers.
The LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the LSEG Lipper Fund Award. For more information, see lipperfundawards.com. Although LSEG makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, their accuracy is not guaranteed by LSEG Lipper.
The Lipper Fund Awards Methodology: The merit of the winners is based on objective, quantitative criteria. The influential and prestigious LSEG Lipper Fund Awards are based on our Lipper Leaders Rating for Consistent Return. Individual classifications of three, five, and 10-year periods, as well as fund families with high average scores for the three-year period, are also recognized. The awards are based on LSEG Lipper’s proven proprietary methodology, which can be viewed here.
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