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CanadaAs stewards of our clients’ capital, portfolio managers follow a disciplined process and approach to find the best investment opportunities for their respective strategies. Regardless of asset class, objective or strategy, an integral part of each investment process is a formalised collaboration with Franklin Templeton’s Investment Risk Management Group – a team of specialised risk professionals aligned by asset class and strategy.
INTEGRATED
BEGINS WITH PORTFOLIO MANAGEMENT
Strong risk management begins with the portfolio management team’s research process and the assessment of market and active risk.
INDEPENDENT
STRENGTHENED BY AN INDEPENDENT RISK TEAM
The Investment Risk Management Group reports to the CFO and serves multiple stakeholders
INSIGHTFUL
POWERED BY ACTIONABLE INSIGHTS
No single measure or methodology can reveal the “truth” about risk. It requires a mosaic of analytics, oversight protocols and consultation
A CONTINUOUS AND DYNAMIC RESPONSE
OUR APPROACH
We are constantly searching for greater transparency into the drivers of investment risk in our strategies and ensuring alignment with investment team convictions and client expectations. We approach investment risk management with an independent, experienced and specialised team.
Independent
To help ensure appropriate objectivity, the Investment Risk Management Group does not have direct reporting lines to portfolio management but instead reports to the Chief Financial Officer of Franklin Templeton.
Experienced
20+ senior risk consultants with an average of 10+ years each, often co-located with the investment management teams they support. An additional 75+ risk analysts are located around the globe.
Specialised
By strategy, by asset class and across asset classes.
POWERED BY ACTIONABLE INSIGHTS
No single measure or methodology can reveal the "truth" about risk. It requires a mosaic of analytics, oversight protocols and consultation. Our Investment Risk Management Group provides:
ANALYTICS
Using high quality data and rigorous methodologies, produce relevant analytics including performance attribution, weights and exposures, and ex-ante risk.
OVERSIGHT
Monitor, identify and escalate relevant risks in relation to strategy guidelines, company policies and Industry standards.
CONSULTING
Act as trusted advisor providing independent investment risk assessments and guidance to portfolio managers.
