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Investment management
We provide strategic portfolio management to individuals, families, institutions, endowments and personal foundations.
Understanding your goals, risk tolerance, liquidity needs and objectives is our priority. We build diversified multi-asset class portfolios that perform across economic cycles and market conditions.
Our clients benefit from access to a range of services and capabilities—from long-term asset allocation recommendations to actively managed U.S. equity and fixed income strategies and third-party manager solutions across all asset classes.
Investment expertise tailored for your needs
Our dedicated team of portfolio managers are experienced working with large multigenerational families to plan for future goals and liquidity events; professional investors, entrepreneurs and business owners to mitigate taxes related to concentrated portfolios; and Investment Committees seeking to achieve their institution’s mission while keeping their values intact.
How we build your customized portfolio
Plan
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Investment policy statement
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Strategic asset allocation
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Tactical asset allocation
Implement
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Actively managed equity & fixed income strategies
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Third-party manager access & selection
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Active & passive diversification
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Public & private markets
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ESG analysis
Report
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Portfolio reports
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Performance reports
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Global market updates
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Manager updates
Monitor
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Client changes
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Market changes
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Manager changes
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Portfolio strategy review
Plan
-
Investment policy statement
-
Strategic asset allocation
-
Tactical asset allocation
Implement
-
Actively managed equity & fixed income strategies
-
Third-party manager access & selection
-
Active & passive diversification
-
Public & private markets
-
ESG analysis
Report
-
Portfolio reports
-
Performance reports
-
Global market updates
-
Manager updates
Monitor
-
Client changes
-
Market changes
-
Manager changes
-
Portfolio strategy review
Deep resources, deep insights
Our integrated and collaborative investment platform fosters cross-organizational idea sharing, enabling us to apply our best investment ideas to every portfolio.
Global asset allocation
Asset allocation is one of the key drivers of overall performance and risk. We use forward-looking and back-tested methodologies to guide our long-term strategic asset allocation recommendations. We actively adjust our tactical positioning when downside risk or upside opportunities are present.
Investment management
Our portfolio managers invest across all asset classes, sectors and industries. We leverage the extensive global resources and capabilities of Franklin Templeton, including global macroeconomic insights and deep analytics on thousands of companies.
Manager selection & monitoring
We implement each client’s customized asset allocation through the hundreds of third-party managers we track across all global asset classes. We bring an academic and rigorous approach to researching, selecting and monitoring investment managers. In the private markets, we have a proven track record of placing clients in hard to access managers and strategies that are capacity constrained.
Risk management
Disciplined risk management and due diligence seek to ensure that risks are recognized and rational and have the potential to be rewarded. Our quantitative analytics offer clients transparency into portfolio-level and stock-specific risk exposures that provide a robust framework for building and managing portfolios, from allocation and rebalancing decisions to navigating changing market environments.
Sustainable investing
Your values and mission are unique. We offer nearly two decades of experience building customized market-rate, multi-asset class portfolios through values-driven, ESG and impact investing. Our sustainable experts support clients in positioning portfolios to align with a variety of sustainable investing themes, including climate change mitigation, economic opportunity and diversity, equity & inclusion.
Constructing multi-asset class portfolios
Equity
We construct globally diversified equity portfolios that target the highest potential return based on your risk profile. Our approach combines proprietary research with the global capabilities of Franklin Templeton. We focus on companies that are established or emerging leaders with strong competitive advantages, enduring business models and solid track records.
Fixed income
Our fixed income approach incorporates your unique tax profile, liquidity needs and preferences. We incorporate global market views on economic growth, central bank policy and inflation to inform portfolio construction decisions affecting interest rate risk, sector allocation and yield curve positioning.
Private investments
Achieving long-term investment goals across a variety of market cycles may require more than a traditional 60/40 allocation to stocks and bonds. Alternative assets can provide enhanced diversification and alpha generation and may help to lower portfolio volatility. We conduct proprietary due diligence and source investment managers across private equity, real assets, real estate and hedge funds.
Liquid alternatives
Public market alternatives may provide both risk mitigation and return enhancement to a broader multi-asset class portfolio. Spanning the risk/return spectrum, liquid alternatives can enhance portfolio flexibility while offering lower minimums, greater liquidity and easier tax reporting than traditional private investments.
A holistic approach that looks beyond investment returns
Every portfolio has a unique set of factors, including return expectations, risk tolerance, time horizon, liquidity needs, tax considerations, legal considerations and social values, if desired. Our strategic portfolio management is designed to deliver performance while minimizing risk.
We regularly meet with our clients to see if their needs and circumstances have changed or will be changing in the future. These conversations guide our recommendations and enable us to serve as a trusted advisor and fiduciary.
Related Insights
Economic visibility meets policy uncertainty
Lofty valuations may limit upside for U.S. equities in 2025
New private equity investment options offer increased access, flexibility and risks
Talk to us today
Let us review your current situation and show you how we can empower you to reach your financial goals.