Multi-Asset

Franklin Templeton Solutions is a team of investment allocation experts providing total portfolio solutions through a variety of outcome-oriented strategies to sophisticated investors across the globe. The team's robust investment process includes the potential to leverage investment research from Franklin Templeton's worldwide network of investment professionals. Portfolios can be customized to institutional investors' targeted objectives and may include multi-asset, alternative or tactical allocation strategies.

Franklin Templeton Solutions

Overview

Franklin Templeton Solutions is a global investment management group committed to creating total portfolio solutions integrated with risk management to help investors achieve their financial goals regardless of market conditions. Because of this commitment, we continue to expand and improve our investment capabilities to provide a spectrum of solutions, from benchmark-oriented to outcome-oriented, to meet unique client goals. Total Portfolio Solutions are constructed and managed by Franklin Templeton Solutions’ three specialized investment teams: Long-Only Multi-Asset, Tactical Asset Allocation and Alternative Strategies, who have access to global resources and investment expertise in North America, Asia, Europe, and the emerging economies of the Middle East and South America.

Investment Philosophy

The Franklin Templeton Solutions team’s philosophy combines a top-down and bottom-up approach in order to deliver diversified, actively managed investment strategies.

    • From the top-down, analysts focusing on strategic allocations develop long-term capital market expectations over a market cycle using independent quantitative analysis blended with fundamental research infused with the insights gained from FTI’s specialized investment professionals around the world.
    • Combining top-down and bottom-up perspectives, the Global Investment Committee (GIC) aims to identify short-term tactical opportunities and risks taking place in the current market environment, within both the macro markets and investment strategies.
    • From the bottom-up, manager research analysts aim to create an optimal mix of investment strategies for each asset class from a defined universe by identifying complementary strategies across market cycles

Investment Process

Portfolios managed by seeking to add value from three sources:

Strategic asset allocation establishes clear objectives for each individual portfolio or investment solution, objectives that include risk and return profile and target weightings for various asset classes and currencies. This group of experts conducts qualitative macroeconomic reviews to determine current investment themes and look at regional factors such as liquidity, economic and financial indicators, growth, and valuations to provide asset allocation recommendations. Over the short-term, tactical asset allocation recommendations help portfolios position to capitalize on opportunities and risks taking place in the current market environment within a given portfolio’s established investment objectives and risk profile. Manager and strategy research recommendations are derived through in-depth quantitative and qualitative analysis, portfolio optimization techniques, disciplined due diligence and manager review processes – techniques used to provide fund recommendations and model portfolios. Ultimately, during portfolio construction, strategic/tactical asset allocation recommendations and mandate research is utilized to assemble portfolios to maximize risk-adjusted return within the context of each portfolio’s objectives and tolerances. The portfolios are subject to constant review and risk management to help ensure the performances of underlying holdings continue to support the portfolio’s strategic objectives.

Investment Managers – Franklin Templeton Solutions Snapshot:
Established 19941
Style Multi-style / Multi-region / Multi-manager
Strengths Multi-Asset Solutions
Global Tactical Asset Allocation
Custom/Advisory Solutions – Alternative & Traditional
Hedge Fund Portfolios (Multi- & Single Strategy) & Replication

K2 Advisors*

K2 Advisors was founded in 1994 to focus solely on hedge fund investing. K2's investment philosophy is centered around a steadfast focus on risk—measuring, managing and monitoring—while seeking to generate asymmetric returns in various economic environments.

A pioneer in requiring the disclosure of portfolio holdings from its managers, K2 has developed an extensive set of proprietary analysis and risk-modeling tools that blend the art and science of manager research with asset allocation. K2 Advisors focuses on delivering a client-centric approach and providing investors with individualized attention and customized programs.

K2 Advisors Snapshot:
Established 1994
Style Multi- and Single-Strategy Hedge Fund Portfolios
Capabilities Commingled Products
K2 Custom Solutions
Strategic Advisory
Liquid Alternatives
Strengths
  • Consistent Growth Over Time
  • Pioneer in Risk Transparency
  • Experienced Team with Advanced Technology
  • Rigorous Manager Due Diligence
  • Client Centric Culture

* Franklin Templeton Investments acquired a majority stake in K2 Advisors on 1 November 2012.

Franklin Equity Group

The Franklin Equity Group brings together more than six decades of investment experience offering in-depth expertise in managing growth and hybrid/balanced equity strategies that cover global, regional and sector specialties. We believe that attractive risk-adjusted returns can be achieved over time by using a team-oriented, collaborative approach and disciplined, bottom-up fundamental research.

Growth

Our goal of investing in high-quality companies with the potential for long-term sustainable growth can provide significant opportunities for investors. We focus on companies across the full global opportunity set that meet our criteria of:

  • Growth. Focus on companies with the potential to produce sustainable earnings and cash flow growth.
  • Quality. Seek high-quality companies with strong management teams and financial strength.
  • Valuation. Assess whether the growth opportunity is already reflected in the stock price.

Hybrid/Balanced

By combining the investment philosophies and expertise of both Franklin Equity Group and Franklin Templeton Fixed Income Group, our hybrid/balanced strategies provide an opportunity to participate in the growth potential of the equities market while also seeking current income and reduced short-term volatility.

Franklin Snapshot:
Established 1947
Style Growth, Hybrid/Balanced
Capabilities Global, Regional, Sector
Strengths
  • Experienced investment professionals covering all market capitalizations and styles
  • Collaborative environment that balances autonomy with rigorous debate and accountability
  • More than 60 years of investing in equities while staying true to our disciplines, regardless of short-term market cycles