Defined Benefit Plans

We’ve been helping pension plans meet their goals for more than 40 years. From asset allocation to portfolio risk management, we understand your responsibilities and challenges. We’ll tailor our investment capabilities to meet your needs.



Defined Benefit clients generally look to us to contribute to their outcome-oriented plans for discovering uncorrelated alpha sources, building yield portfolios, and protecting against inflation. DB plans often seek us out for our capabilities and expertise in:

  • International equities
  • Fixed income sectors
  • Absolute return macro strategies


Our clients have access to the full breadth and depth of the Franklin Templeton investment platform and how we can contribute to other alpha-related challenges they face, such as:

  • Factor tilts
  • Volatility overlays
  • Multi-asset completion portfolios
  • A menu of alternative offerings


To learn more about how we can partner with you to meet your objectives, please contact:

Julie Caron, CFA
Senior Vice President, Institutional Sales - East

Our success over our 70-year history has been built on a foundation of deep, enduring relationships with our clients. We have decades of experience serving defined benefit plan sponsors for both private and public entities.

We understand that each organization has unique needs and goals. Our institutional specialists are happy to discuss how our investment capabilities, bespoke solutions, and knowledge-sharing can be tailored to meet the particular operating needs, regulatory challenges, risk profile, and investment constraints of each client.