Franklin Templeton Expands Multi-Asset Solutions Capability with New Open Architecture Offering

From Franklin Templeton Investments
contact Craig Allen
Telephone (212) 632-4238

San Mateo, CA, February 25, 2016 — Franklin Templeton Investments marks the continued expansion of its global multi-asset solutions capabilities with a new solutions offering. With this capability, Franklin Templeton enables financial institutions to address the needs of a specific global investor base by providing a tailored suite of multi-asset, open architecture funds. Investors will benefit from Franklin Templeton’s global footprint and investment management team with the added flexibility to incorporate third-party managers for a one-stop multi-asset solution.

“As the trend toward open architecture grows, we continue to seek new ways to make our investment expertise — both traditional long-only and alternative solutions — available to investors globally,” said Rick Frisbie, executive vice president, head of Franklin Templeton Solutions. “Most recently, we worked with Citi’s Global Consumer Business to understand key fund features and marketing support needs that could help meet the needs of its emerging affluent segment, and we developed a new suite of open architecture funds, managed by the Franklin Templeton Solutions investment team, that are designed to respond to those needs. We view this offering as a significant opportunity to expand visibility and access to our multi-asset investment expertise alongside a premier global financial institution.”

Through its open architecture multi-asset capability, Franklin Templeton Solutions has the flexibility to create comprehensive portfolio solutions for investors by allocating to a mix of in-house and third-party mutual funds and exchange traded funds (ETFs). By employing tactical asset allocation, Franklin Templeton Solutions seeks to position portfolios to capitalize on opportunities presented by changing market conditions and reduce risks within a given portfolio’s established investment objectives and risk profile. The team seeks to build different portfolios customized to meet the needs of investors in different regions and countries around the world.

“As markets have evolved and investors’ needs have changed, we have a long history of introducing innovative investment solutions to help investors meet their long-term investment goals,” said Vijay Advani, co-president of Franklin Templeton Investments. “Our ability to develop this suite of funds is a testament to our success in building out our robust investment solutions capabilities and the confidence clients have in the expertise we bring in building a global range of funds to meet the needs of investors around the world. We are excited about the opportunity going forward for developing additional customized open architecture multi-asset funds for specific investor and financial institution needs globally.”

All investments involve risks, including possible loss of principal. Typically, the more aggressive the investment, or the greater the potential return, the more risk involved. Generally, investors should be comfortable with some fluctuation in the value of their investments, especially over the short term. Investors should consult their financial advisor for help selecting the appropriate fund, fund of funds, or fund combination, based on an evaluation of their investment objectives and risk tolerance.

Investors should carefully consider a fund’s investment goals, risks, charges and expenses before investing. To obtain a summary prospectus and/or prospectus, which contains this and other information, talk to your financial advisor, call us at (800) DIAL BEN / (800) 342-5236 or visit Please carefully read a prospectus before you invest or send money.

About Franklin Templeton Solutions

Franklin Templeton Solutions is an integrated global investment platform that manages both custom and packaged multi-asset portfolios based on its Strategic Asset Allocation (SAA), Tactical Asset Allocation (TAA) and manager research capabilities. FTS’ team of over 80 dedicated professionals globally, leverages the insights and investment strategies from Franklin Templeton’s various investment management groups and employs both strategic and tactical asset allocation to create diversified outcome-oriented portfolios focused on risk-adjusted performance and tailored to client needs. FTS has more than 25 years of experience managing multi-asset and multi-style portfolios, with approximately US$40 billion in assets under management as of December 31, 2015. Amongst FTS’ offerings are retirement target and global asset allocation portfolios.

About Franklin Templeton Investments

Franklin Templeton funds’ principal underwriter is Franklin Templeton Distributors, Inc., a wholly owned subsidiary of Franklin Resources, Inc. [NYSE:BEN], a global investment management organization operating as Franklin Templeton Investments. Franklin Templeton Investments provides global and domestic investment management to retail, institutional and sovereign wealth clients in over 150 countries. Through specialized teams, the Company has expertise across all asset classes — including equity, fixed income, alternative and custom solutions. The Company's more than 600 investment professionals are supported by its integrated, worldwide team of risk management professionals and global trading desk network. With offices in 35 countries, the California-based company has more than 65 years of investment experience and over US$728 billion in assets under management as of January 31, 2016. For more information, please call 1-800/DIAL BEN® or visit

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