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Our success over our 75-year history has been built on enduring relationships with our clients, including a variety of endowments and foundations.

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.

Our Approach

Niche Focus

E&F clients look to us for our wide array of niche and alternative capabilities. They are frequently looking to execute outcome-oriented themes, including anything from inflation sensitivity to sustainability to disruptive technology. Endowments and foundations often seek us out for our capabilities and expertise in:

  • Alternative investments
  • Global equity and fixed income
  • Canadian equity and fixed income
  • Absolute return macro strategies

A Tailored Approach

In addition to  access to the full breadth and depth of the Franklin Templeton investment platform our clients can benefit from our experience with: 

  • Tailored local or niche strategies
  • Volatility overlays
  • Multi-asset theme portfolios
  • Fund of fund expertise to supplement their staff

Contact Us

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