Franklin Templeton expands ETF portfolio suite with new options

Franklin Templeton Canada adds an all-equity strategy and ETF purchase options, listed on the TSX

Franklin Templeton expands ETF portfolio suite with new options

Franklin Templeton Canada has expanded its multi-asset ETF portfolio suite by adding a new all-equity strategy and an ETF purchase option for each portfolio.

These portfolios are now listed on the Toronto Stock Exchange (TSX).

These actively managed multi-asset ETF portfolios, available as ETFs or mutual funds, are competitively priced within their peer group. Franklin Templeton Investment Solutions uses a dynamic asset allocation process to manage these portfolios, which include both proprietary and non-proprietary ETFs.

The four ETF portfolios available are:

  • Franklin Conservative Income ETF Portfolio (CNV)
  • Franklin Core ETF Portfolio (CBL)
  • Franklin Growth ETF Portfolio (GRO)
  • Franklin All-Equity ETF Portfolio (EQY)

“This suite of multi-asset ETF portfolios offers a simple and diversified option for investing in ETFs,” said Andrew Ashton, chairperson of Franklin Templeton Canada.

“Now available in an ETF purchase option for an 18-basis point fee, our multi-asset ETF portfolios stand apart from the competition due to dynamic asset allocation and the use of active fixed income in the balanced portfolios.”

Franklin Templeton Investment Solutions' Canadian team manages the portfolios, supported by their global multi-asset team, which handles portfolios for private wealth clients, retail investors, and large pension funds. Franklin Templeton Canada has been managing multi-asset solutions since 1996.

Michael Greenberg, SVP, and head of Americas Portfolio Management at Franklin Templeton Investment Solutions, stated, “We focus on in-depth research and analysis to select the best combination of ETFs for these portfolios. Our dynamic asset allocation process allows for tactical pivots to capture market opportunities and inefficiencies, while managing currency and risk.”

To celebrate the TSX listings of CNV, CBL, GRO, and EQY, Franklin Templeton employees will ring the opening bell on June 11.