Strategic Advisory Services

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

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.