AI Issue 6 2017

46 Acquisition International - June 2017 Franklin Templeton Solutions is a global investment management group committed to creating total portfolio solutions integrated with risk management to help investors achieve their financial goals regardless of market conditions. To meet their commitment to their clients across the globe, they continue to expand and improve their investment capabilities to provide a spectrum of solutions, from benchmark-oriented to outcome- oriented, to meet unique client goals. Total Portfolio Solutions are constructed and managed by Franklin Templeton Solutions’ three specialized investment teams: Long-Only Multi- Asset, Tactical Asset Allocation and Alternative Strategies, who have access to global resources and investment expertise in North America, Asia, Europe, and the emerging economies of the Middle East and South America. The Franklin Templeton Solutions team’s philosophy combines a top-down and bottom-up approach to deliver diversified, actively managed investment strategies. From the top-down, analysts focusing on strategic allocations develop long-term capital market expectations over a market cycle using independent quantitative analysis blended with fundamental research infused with the insights gained from FTI’s specialized investment professionals around the world. Combining top-down and bottom-up perspectives, the Global Investment Committee (GIC) aims to identify short-term tactical opportunities and risks taking place in the current market environment, within both the macro markets and investment strategies. From the bottom-up, manager research analysts aim to create an optimal mix of investment strategies for each asset class from a defined universe by identifying complementary strategies across market cycles Since 1947, the firm has been dedicated to delivering exceptional asset management for their institutional, retail, and high-net-worth clients. By bringing together multiple, world-class investment teams in a single firm, they can offer specialized expertise across a full range of asset classes, supported by the strength and resources of one of the world’s largest asset managers. This has helped them to become a trusted partner to financial advisors and investors across the globe. Company: Franklin Templeton Investments LLC Name: Scott Lee Email: scott.lee@ franklintempleton.com Web: www.franklintempleton.com Address: One Franklin Parkway, San Mateo, California, 94403, USA Phone: +1 650 312 2000 Top-down and Bottom-up is the way forward for Investment Firm T 1704AI46 They offer clients the strength and experience gained from decades of active asset management. At Franklin Templeton Investments’ track record of fiscal responsibility includes conservative balance sheet management practices, substantial liquid cash and investments, and access to additional liquidity is among the top in the industry. Whilst their credit ratings are among the highest of any asset management company. The firm is built upon a commitment to putting clients first, working with integrity, building relationships, and achieving quality results. This client-centric approach has earned them the reputation of being one of the most trusted names in asset management. As one of the first global asset management firms to establish local asset management capabilities in India (1993) and in South Korea (1997), Franklin Templeton is a pioneer in local asset management. their goal is to manage each local business on a global scale, focusing on local investing, benchmarks and client needs, while drawing on the deep resources and global presence of the broader Franklin Templeton organization. Each local office -or strategic alliance- employs a truly “local” investment process that gives managers flexibility in investment decisions. Since 1993, Franklin Templeton has developed or invested in local asset management capabilities — local portfolio managers investing locally — in several countries, including: India, Brazil, Japan, South Korea, Canada, China (joint venture), Vietnam (joint venture) and Middle East/North Africa. Templeton Global Macro has been a pioneer in unconstrained global fixed income investing for almost three decades, beginning with the launch of its flagship Templeton Global Bond Fund in 1986. The team conducts in-depth global macroeconomic analysis covering thematic topics, regional and country analysis, and interest rate, currency and sovereign credit market outlooks. The team applies a fundamental, research-driven investment approach that focuses on identifying potential sources of high current income worldwide and seeks to capitalize on duration, currency, and sovereign credit opportunities to provide the best potential for solid risk-adjusted returns.