Personalized Digital Asset Allocation Advice

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

Patented Process

Important Legal Information

All investments involve risks, including possible loss of principal.

The information contained on this webpage is intended only as a general overview of Franklin Templeton investment capabilities and is for informational purposes only.

This material is intended to be of general interest only and should not be construed as individual investment advice or a recommendation or solicitation to buy, sell or hold any security or to adopt any investment strategy. It does not constitute legal or tax advice.

The manager’s portfolio selection strategy may not be solely based on ESG considerations, and therefore the issuers in which the funds invest may not be considered ESG-focused companies. Integrating ESG considerations into the investment process is not a guarantee that better performance will be achieved.

Franklin Templeton Investment Solutions (FTIS) total assets combine assets under management (AUM) and assets under advisory (AUA). Total Assets include investments in other products managed by other Franklin Templeton and external investment teams but exclude investments within other FTIS managed products to eliminate double counting.