Franklin Templeton Investments has expanded its global multi-asset solutions capabilities with a new offering enabling 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,” says 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 capitalise 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 customised 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,” says 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 customised open architecture multi-asset funds for specific investor and financial institution needs globally.”