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Strategic Partners for Advisory, Discretionary, and Collaborative Services

Access our global insights and expertise to design, build and manage your investment strategy.

Flexible and Highly Customizable Approach

Portfolio Review

Includes insights into Strategic and Dynamic Asset Allocation, as well as Scenario, Portfolio Construction and Tax optimization analysis

ESG Considerations

Adopt best practices for measurement, process integration and due diligence

Research

Access our Capital Markets Expectations (CMEs), Macro/Markets Commentary, Operational Due Diligence, Factor / Style Analysis, and Goals-based Research

Risk Management

Customized tools that seek to manage risk through a dynamic and disciplined process

Governance

Work with us to assess and provide recommendations for investment processes, policies, procedures, best practices etc.

Education/Training

Access to FT Learning Academy, Global Investor Forum and Institutional Client Program

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