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Quantitative portfolios and asset allocation solutions based on your objectives and constraints

FACTOR-BASED EQUITY STRATEGIES

Customize portfolio construction to meet your unique needs

Smart Beta

Create rules-based equity factor indices

Core Equity

Bridge fundamental and behavioral factors to capture consistent excess return

Sustainable Equity

Integrate ESG considerations to achieve more sustainable long-term returns

Shariah Equity

Deliver excess returns within the Shariah opportunity set via fundamental and behavioral factors

Equity Income

Higher yielding securities allow for equity market participation for consistent income

STYLE PREMIA STRATEGIES

Harvest style premia across assets

Take advantage of both positive and negative price movements between different markets and asset classes

Absolute Return

Long/short component strategies

Cross Asset

Increases breadth beyond equity by adding fixed income, currency and commodities

Low Correlation

Little to no correlation to traditional market indices

CUSTOM INDEX SOLUTIONS

Designed to deliver return in a rules-based, hedgeable index

Transparent

Transparent, high capacity, rules-based and hedge-able construction

Differentiated

Differentiated yet complementary to existing index offerings, appropriately filling platform “whitespace”

Hedgeable

Liquidity and volatility profiles congruent with reasonable hedge parameters

Compelling

Resonates with wholesalers, financial professionals, and clients

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