Markets Shift. Be Ready.

Franklin Quotential Portfolios

Quotential Overview

You can’t predict what will happen next in the markets but you can be prepared. The program uses advanced strategies within each of its target-risk portfolios to seize opportunities in a carefully calibrated risk framework.

Article: THE ALPHA BETA OF CORE-SATELLITE INVESTING

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5 Targeted Multi-Asset Solutions

From a global income-oriented solution to a global equity solution, there is a Franklin Quotential Portfolio to meet a wide range of investor goals and risk tolerances.

Portfolios at a Glance

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Tax-Efficient Cash Flow*

Most Quotential Portfolios are available in a “Return of Capital” series that allows the investor to select a regular cash flow up to a maximum 5-8% (annually).

Franklin Quotential Diversified Income Portfolio is a popular choice for this feature as it has historically combined a reliable income stream with ongoing capital appreciation and deferred capital gains.

Flexible Tax-Efficient Income

Talk to your advisor today about a customized income proposal featuring one of our Franklin Quotential Portfolios.

A Tax-Efficient Income Solution

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Manager Insights

Quarterly Update

08/15/2019

Article

Fundamentals Still Matter

Equity markets continue to hover around all-time highs.

07/01/2019

Article

Midyear Outlook: Reining In Risk

Our senior CIOs discuss their global investment outlook and how they are looking to play defense in uncertain times.

08/09/2019

Article

Trade Tensions Flare: Where Do We Go from Here?

Central bank actions and new trade tensions have created more questions than answers.

09/03/2019

Article

How Big A Deal Is The Yield Curve?

Should investors be worried about the yield curve?

Knowledge Centre

Learn more about how the Franklin Quotential portfolios are managed.

Portfolio Risk and Return Objectives (2:28)

Approach to Managing Currency (4:45)