Alan Bartlett to be Named Chief Investment Officer of Templeton Global Equity Group

From Franklin Templeton
contact Stacey Coleman
Telephone (650) 525-7458

San Mateo, CA, July 24, 2019 — Franklin Templeton today announced that Alan Bartlett will join the firm as chief investment officer of Templeton Global Equity Group (TGEG), effective October 1, 2019. In this role, Bartlett will oversee TGEG’s global/international, regional and small cap equity strategies. TGEG manages over $71 billion in global equity assets for investors around the world as of June 30, 2019. Bartlett will report to Dr. Sandy Nairn, chairman of TGEG. Bartlett will take on this new role in advance of Norm Boersma’s planned retirement at the end of this year. Boersma has decided to retire after serving as chief investment officer of TGEG since 2012 and over 27 years with the firm.

Bartlett brings over two decades of industry experience with a successful history in multi-manager investments, as well as manager research. He joins from Goodhart Partners, where he was a founding member and CEO. Prior to that, he was chief investment officer of the institutional multi-manager team at WestLB Mellon Asset Management (WMAM) and led the management buyout of this team to create Goodhart. Bartlett joined WMAM from MM Asset Management, where he was director of research, responsible for manager research and fund construction across a broad range of multi-manager funds. Prior to MM Asset Management, Bartlett was head of manager research at Aon Investment Consulting in London and head of manager research at Hymans Robertson Actuaries & Consultants in Glasgow. Bartlett has an MSc in Investment Analysis and a BA (Hons) in Economic Policy, both from the University of Stirling, Scotland.

In addition to the new CIO appointment, TGEG has also announced that Peter Sartori will join TGEG as EVP, portfolio manager, also effective October 1, 2019. Sartori, an investment veteran with 29 years of investment management experience, joins the firm from Nikko AM Asia, where he headed the Asian Equity team and co-managed the Asian regional product. Sartori’s focus will be leading TGEG’s Asia Pacific business to drive efforts, both in terms of Asian regional mandates and as a key member of the TGEG leadership team. He will be based in Singapore and will report to Bartlett.

“Alan is a highly regarded leader in the investment industry and brings tremendous experience and a wide range of expertise to the team,” commented Dr. Nairn. “Following a distinguished career in fund manager research and managing multi-manager portfolios, he built a successful boutique investment manager which identified and created products around investment opportunities and supported/advised fund management companies seeking to improve their investment performance. Through these efforts his business became a platform for supporting and acquiring interests in other fund management businesses, all with a fundamental value-oriented investment philosophy.

Dr. Nairn added, “I am very excited to have Alan and Peter, both seasoned investment professionals, joining our team, as we continue to evolve the business to deliver the best results for our clients.”

Templeton Global Equity Group is a pioneer in managing global/international, regional and small cap equities, leveraging its legacy of one culture, one philosophy and one process for the benefit of investors since 1940. The group believes independent thinking, discipline and patience are essential to capturing long-term opportunity. To this end, the entire Templeton organization is built around conducting deep, on-the-ground research and using it to deliver unique global investment insights. The group is comprised of 33 portfolio managers and analysts and is located in eight research offices in Edinburgh, Fort Lauderdale, Hong Kong, London, Melbourne, Nassau, Singapore and Toronto as of June 30, 2019.

Dr. Nairn added, “We thank Norm Boersma for his many years of dedicated service and significant contributions to the firm and wish him well in his retirement.”

About Franklin Templeton
Franklin Resources, Inc. [NYSE:BEN] is a global investment management organization operating as Franklin Templeton. Franklin Templeton’s goal is to deliver better outcomes by providing global and domestic investment management to retail, institutional and sovereign wealth clients in over 170 countries. Through specialized teams, the company has expertise across all asset classes, including equity, fixed income, alternatives and custom multi-asset 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 employees in over 30 countries, the California-based company has more than 70 years of investment experienceand over $715 billion in assets under management as of June 30, 2019. For more information, please visit franklintempleton.com.

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