Leaving Franklin Templeton

Clicking OK below will take you to an independent site. Information and services provided on this independent site are not reviewed by, guaranteed by, or endorsed by Franklin Templeton or its affiliates. Please keep in mind that this independent site's terms and conditions, privacy and security policies, or other legal information may be different from those of Franklin Templeton's site. Franklin Templeton is not liable for any direct or indirect technical or system issues, consequences or damages arising from your use of this independent website.
John G. Levy, CFA, CAIA

John G. Levy, CFA, CAIA

Managing Director of Impact

Location
New York,
New York

Sign in to view documents

About John

John Levy is a Managing Director at Franklin Real Asset Advisors and a portfolio manager for the firm’s core and value-add social infrastructure strategies. In this role, he is responsible for portfolio management, investment strategy and the ongoing management of the strategies’ investments. Mr. Levy also leads the integration of impact considerations across the Real Asset team’s investment activities. He developed and oversees the team’s impact management framework, which encompasses impact goal-setting, measurement, evaluation and reporting and is integrated throughout the investment process.

Prior to joining Franklin Real Asset Advisors, Mr. Levy was a portfolio manager and director of manager research for Franklin Templeton Multi-Asset Solutions. He joined Franklin Templeton in 2005 and Franklin Real Asset Advisors in 2018.

Mr. Levy holds a B.A. in economics and political science from Bucknell University, where he graduated magna cum laude with honors in economics. He is a Chartered Financial Analyst (CFA) charterholder and a Chartered Alternative Investment Analyst (CAIA) charterholder.

Sign in to view documents

Download the Franklin Templeton 529 Program Description

You’re almost there.
Please agree to receive the Franklin Templeton 529 Program Description electronically, then the application will be ready to download on the next page.
Open, read, and retain the Program Description and Participation Agreement:
Franklin 529 College Savings Plan - Program Description and Participation Agreement
By clicking “I agree” and accessing this document, you acknowledge and agree that:
Electronic Delivery - The Program Description is being delivered to you in electronic form in lieu of paper delivery.
Consent - You hereby consent to receive this document electronically and acknowledge that such electronic delivery satisfies any legal or contractual requirements that this document is provided to you in writing.
Ability to Access - You represent that you have the necessary hardware and software to access, view, download, and retain the document in electronic form (including PDF format), and that you are able to print a copy for your records if you choose.
Retention - You are responsible for retaining a copy of the downloaded document for your records.
Withdrawal of Consent - Your consent applies solely to this document. If you do not consent, you should not proceed with the download and may request a paper copy by calling (866) 362-1597.
The application will open once “I Agree” is pressed.

Sign in to view documents