Markets Adjust Daily. Shouldn’t Your Portfolio?

Your Smart Move: Quotential

Franklin Quotential Portfolios

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.

The Quotential Difference

An investment philosophy that delivers results through all markets

Global Approach. Canadian Perspective

Centred in Canada, the investment team includes 50+ professionals located in 9 countries


Institutional-Style Diversification

Access to over 180 investment strategies in a single portfolio

6 Targeted Multi-Asset Solutions

To suit a wide range of investor goals and risk tolerances


Tax-Efficient Cash Flow*

For investors who rely on regular cash flow from their investments

Which Portfolio is Right for You

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Manager Insights

Manager Insights

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The Quotential Difference

Franklin Quotential’s multi-asset portfolios can help investors address complex risk-management and investment challenges by combining critical disciplines of investment management into a single portfolio.

Strategic Asset Allocation

Based on forward-looking capital market expectations

Manager Research

Strategy selection among hundreds of opportunities

Tactical Positioning

Nimble short-term tilts that capitalize on opportunities or manage risks

Risk Centric Framework

Measure, monitor and manage risk exposures

Program Overview

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Institutional-Style Diversification

Franklin Quotential's multi-asset portfolios provide investors with an institutional level of diversification by asset class, investment style and geography with little duplication at the security level.

Diversification

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Global Approach. Canadian Perspective.

Managed in Canada, the investment team includes more than 50 professionals from around the globe who collaborate in a disciplined investment process to deliver on each portfolio’s mandate.

Steve Lingard

Steve Lingard, CFA
Portfolio Manager
Franklin Quotential
23 years of experience
Toronto, Canada

Mike Greenberg

Mike Greenberg, CFA, CAIA
Portfolio Manager
Franklin Quotential
14 years of experience
Toronto, Canada

8

Multi-Asset Portfolio Managers

8

Portfolio Analysts

5

Asset Class Research Analysts

5

Manager Research Analysts

8

Regional Client Portfolio Managers

5

Multi-Asset Traders

10

Risk Premia Analysts

11

Risk Management Professionals

6 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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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)