- We synthesize fundamental, quantitative, macro, asset class, and thematic research to fulfill client objectives.
- Our views are informed by the sector and regional insights of global investment teams from Franklin Templeton.
Our Approach
Why Franklin Templeton
Our solutions are aligned with client goals, asset, and liabilities and are delivered in a collaborative approach by a dedicated team of client portfolio managers located around the world
Mosaic Investment Process
Open Architecture
- Supported by a dedicated manager research team covering strategies within and beyond Franklin Templeton
70+ Years Experience
- Managing for multi-asset income, investing across the capital structure
Featured Capabilities
We offer a wide array of strategies for institutional investors including corporations, government agencies, pension funds, and insurance companies.
Open Architecture Portfolio Frameworks
We optimize for client risk and/or return targets, investing across a curated range of asset, sub-asset classes, and investment styles.
Tailored ESG Solutions
We apply proprietary ESG ratings to identify issuers that lie at the intersection of attractive ESG and fundamental characteristics.
Quantitative Equity for Alpha Generation
We combine our proprietary factor definitions to deliver a low-cost approach to alpha creation that can be customized to a specific region, sector, ESG or custom thematic target.
Strategic Advisory Services
We offer institutional investors the ability to leverage our scale, resources, and research to optimize strategic asset allocation and tap into a defined process for dynamic asset allocation.
Risk Mitigation Modeling
Our clients can access our deep analytics and modeling for risk mitigation as a standalone solution or as an augment to our strategic and dynamic allocation solutions.
Contact Us
We offer a wide array of strategies for institutional investors, including corporations, government agencies, pension funds, and insurance companies. Learn more about a selection of our capabilities below, or contact us to discuss custom needs and solutions.
Insights
