Each Franklin Quotential portfolio has a strategic allocation designed to match your clients’ risk tolerance and goals.
Quotential Overview
It’s quite simple, really: Franklin Quotential’s managed solution of globally diversified portfolios helps you as much as your clients.
5 strategic target-risk funds:
Dynamic management
Flexible, ongoing dynamic asset allocation lets the investment team nimbly manage risks or capture opportunities as market conditions dictate.
Risk management
Risk management is at the core of our investment processes. We believe that investment risks should be managed and optimized, not minimized.
Quotential Portfolios
An entire world in every portfolio.
All Quotential Portfolios are globally diversified across asset classes, countries and regions. You choose the best fit for your investment goals and risk tolerance.
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Partner with us.
You know your clients best. Where a portfolio needs a gap filled. Who might do better with one all-inclusive solution. Whatever you decide, we’re here to support you and your practice.
How we can help:
- Comprehensive portfolio management: research, asset allocation, active tactical moves and ongoing risk management
- Competitive fees: Recently announced fee reductions make client conversations easier.
- Know Your Product: Easily meet Client Focused Reforms requirements.
Our Team of Experts
The investment team that manages Quotential portfolios is called Franklin Templeton Investment Solutions (FTIS).
Global reach
The team is international, with over 90 investment professionals in 12 countries.
Local expertise
In Canada, the portfolios are managed by local portfolio managers who leverage intellectual capital of the international analysts.
The innovators
Franklin Quotential Portfolios have an over 20-year track record and were the first multi-asset soulutions available to retail investors in Canada
