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Separately Managed Accounts (SMA) resources for TD Wealth advisors

Backed by our strong investment expertise and resources, we have comprehensive offerings across different asset classes and investments styles available. We can also create customized solutions to meet individual investment objectives.

Investment Strategy Portfolio Product Commentary Factsheet
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Canadian Equity Franklin ClearBridge Dividend Income View View View
Canadian Equity Franklin ClearBridge Canadian Dividend View View  
Canadian Equity Franklin ClearBridge Canadian Large Cap View View View
Canadian Balanced Franklin Canadian Balanced View View View
Global Fixed Income Franklin Global Multi-Sector Fixed Income SMA View    

SMA education tools available for you and your clients

Reach out to your Franklin Templeton team or [email protected] if you’d like to learn more about our SMA brochure and presentation.

Insights for TD Wealth

APRIL 1, 2026

Central Bank Watch: On edge—hold, hike or hedge?

Amid heightened geopolitical and energy-driven inflation risks, central banks in North America are expected to stay on hold while those in Europe and Asia are poised to react if pressures persist, according to Franklin Templeton Fixed Income.

MARCH 31, 2026

Evergreen principles for liquidity sleeve management

Effective liquidity management is crucial for evergreen funds, and this paper delves into the strategic design and dynamic adjusting of liquidity sleeves to balance accessibility of capital and optimal investment performance.

MARCH 30, 2026

Quick Thoughts: China leaps forward

With a new Five-Year Plan, China embarks on a post-globalization effort to develop greater self-reliance and diversify its sources of key energy imports, creating implications for investors.

latest thinking

U.S. Economy: Anatomy of a Recession

Where do we stand - and what should we watch for in the coming months?

Read it now

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Franklin Templeton Academy Online

FT Academy makes it easy to earn the IIROC (CIRO) CE credits you need, with interesting courses you want – whenever and wherever you want.

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