Five professionally managed portfolios designed to match a range of investment goals and risk profiles, helping you find the right fit for your clients.
Quotential Overview
Portfolios aligned to client goals
Adapting as markets evolve
Markets can change quickly, so our investment team has the flexibility to adjust allocations to respond to risks and capture opportunities as they arise.
Optimizing risk and return
Balancing risk and return is central to investing. Quotential portfolios aim to manage and optimize risk – not simply minimize it.
Alternative strategies, built in
Quotential portfolios now incorporate alternative strategies – helping you access additional diversification, attractive risk-adjusted return potential and new sources of income.
Quotential Portfolios
An entire world in every portfolio. Quotential portfolios combine equities, fixed income, and alternative strategies within globally diversified solutions. Built to help you support clients through every stage of their investment journey.
Simplifying investing together
You know your clients best. Choosing the right investment solutions is an important part of that. We’re here to help make implementing and explaining Quotential as straightforward as possible.
How we can help:
Easy implementation:
One-ticket solutions that fit easily into client portfolios.
Comprehensive management:
Research, asset allocation, tactical adjustments, and ongoing risk management managed by the investment team.
Competitive fees:
Pricing designed to help you deliver long-term client value.
Know Your Product support
Clear portfolio construction makes Quotential easier to understand and explain.
What alternatives bring to Quotential
Alternative strategies such as private credit and real estate are becoming an increasingly important part of portfolio construction. Alongside equities and fixed income, they can help:
- Enhance diversification by complementing public market assets
- Provide attractive return potential relative to their level of risk
- Build more resilient portfolios across different market environments
Quotential incorporates alternative strategies within its existing portfolio structure, making it easier to access these potential benefits without adding complexity.
Explore our Private Markets Knowledge Hub to learn more about the investment potential of alternatives.
Global expertise behind Quotential
Franklin Quotential Portfolios are managed by Franklin Templeton Investment Solutions (FTIS), a global leader in multi-asset investing that combines deep research, active management, and public and private market expertise. Here’s how that expertise supports you and your clients.
Global reach
More than 90 investment professionals across 13 countries provide the research and analysis supporting your clients’ portfolios.
Local expertise
Canadian portfolio managers oversee Quotential locally, leveraging global investment insights.
Proven track record
Franklin Quotential Portfolios have an over 20-year track record and were among the first multi-asset solutions available to retail investors in Canada.
Insights
FAQs
Franklin Quotential is a range of five professionally managed portfolios designed to meet different client goals and risk profiles. Each portfolio combines a mix of investments within a diversified, actively managed solution.
Alternative strategies can provide additional diversification, new sources of income and broader investment opportunities. By incorporating them alongside equities and fixed income, Quotential aims to help clients achieve their investment goals.
Alternative strategies are investments that sit outside publicly traded stocks and bonds. They can include private markets, real assets and other investment approaches that provide different sources of return than traditional investments.
Alternative strategies can provide additional diversification, new sources of income and inflation-mitigation benefits. Because they often behave differently from traditional stocks and bonds, they can help support portfolio resilience and improve risk-adjusted return potential over time.
No. Alternative strategies have been incorporated within the existing Quotential portfolio structure without increasing fees or changing the liquidity profile available to investors.