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Next-generation solutions for an evolving industry

Personalized

Provides a personalized solution for investors, with the scale required by wealth managers

Responsive

Manages allocations over time, adapting to changing market conditions and investor circumstances

Probability-Driven

Goals-based investment framework defines risk as the probability of investors not attaining their goals

IN PRACTICE

Solves for multiple client goals to deliver personalized recommendations

Wealth Management

Individualized and responsive investment advice

Withdrawal strategy

Advice centered around individual consumption needs and focused on remaining solvent through an investor’s lifetime

Retirement

The first QDIA-eligible managed advice program that actively manages each participant’s portfolio

Guaranteed Income

Provides recommendations for purchasing guaranteed income in both the accumulation and decumulation phases of the individual’s journey

Published in the Journal of Investment Management, Among Others

Backed by 2018 Harry Markowitz Award-Winning Research

Patented Process

Winner of the MMI/Barron’s Industry Award for Disruption

Contact Us

How Can We Help?

We work with clients to define their goals and deliver solutions.

Max Gokhman, CFA

Deputy Chief Investment Officer
Franklin Templeton Investment Solutions

Nick Hooten, CFA

Head of Client Investment Solutions

Subash Pillai

Head of APAC Solutions

Peter Vincent

Head of Middle East, India and Africa Solutions

Lisa Wang

Head of Goals Based Solutions

Jeffrey Silverman

Head of Advisory Solutions, Americas

Doug Sue

Head of Insurance, Retirement & 529 Solutions, Americas
Franklin Templeton Investment Solutions