Los Angeles, California – Investors interested in Franklin Separately Managed Accounts may find the diverse range of investment strategies suitable for their financial goals. These accounts provide a variety of investment options, including equity, fixed income, balanced accounts, real estate investment trusts (REITs) funds, private funds, multi-asset strategies, and more.
Franklin Templeton Investment Solutions, part of the global investment management group Franklin, offers these investment opportunities to institutional, retail, and sub-advised clients. The Firm integrates various investment advisory entities within Franklin Resources, Inc., providing access to a wide range of strategies managed by affiliated or unaffiliated investment managers.
Managed by Franklin Templeton Private Portfolio Group, LLC, Separately Managed Accounts (SMAS) are tailored investment services that offer clients the opportunity to have their portfolios managed based on specific investment instructions provided by affiliated subadvisors of Franklin Templeton. The management of these accounts may be carried out by FTPPG, the designated subadvisor, or in certain instances, the program sponsor or its designee.
One notable composite offered by Franklin is the U.S. Government Ladder 1-10 Year SMA Composite, which comprises fully discretionary accounts seeking current income through investments in a diversified portfolio of U.S. Government securities with maturities ranging from one to ten years. These accounts may include both wrap fee accounts and non-wrap accounts, each featuring different fee structures.
Investors should be aware of the risks associated with investing in SMAs, including potential losses of principal, increased volatility with concentrated securities, regions, or industries, interest rate risks, liquidity risks, and management risks. It is crucial for investors to assess their risk tolerance, investment objectives, and liquidity needs before opting for a managed account.
For those interested in learning more about Franklin Separately Managed Accounts, including specific product information, fee schedules, and GIPS Reports, contacting the Franklin Templeton sales team directly is recommended. Additionally, investors should review all available information and documents provided by their financial professionals or sponsor firms to make informed investment decisions.
