Tailored ESG Solutions

QUANTITATIVE AND FUNDAMENTAL ESG SOLUTIONS

Customized portfolios with sustainability themes or values

Integrated ESG factor library can be weighted to suit specific mandates in line with client preferences
Manager Research team can assess ESG awareness of managers — people, portfolio, process, and operations — through due diligence process

ESG FACTOR LIBRARY

Tailored solutions connected by a common ESG philosophy

Customized and flexible mandates, underpinned by fundamental and quantitative ESG expertise
Global sector materiality maps and ratings determine the impact of ESG risks by industry

SUSTAINABLE ADVISORY

Broad customized solutions, analytical tools, and advice to meet client sustainability and investment goals.

Tools & Analytics

Access proprietary ESG Ratings | Measure impact and alignment

Portfolio Construction & Advice

Identify opportunities to align investment goals, organizational values, ESG preferences and regulatory requirements

Thought Leadership

In-depth research on key sustainability themes. Education and training on major policy, stewardship, and investment topics

Custom Solutions

Investment solutions tailored toward specific financial, sustainability or stewardship objectives (climate change, human capital, biodiversity, etc)

Stewardship & Engagement

Guidance on company engagement and key sustainability issues

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.