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Our Approach

Active Focus

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

Can Lead to More Alpha

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

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.

Contact Us

To learn more about how we can partner with you to meet your objectives.