Skip to content

QUANTITATIVE AND FUNDAMENTAL ESG SOLUTIONS

Customized portfolios with sustainability themes or values

  • Integrated ESG factor library can be weighted to suit specific mandates in line with client preferences
  • Manager Research team can assess ESG awareness of managers — people, portfolio, process, and operations — through due diligence process

 

ESG FACTOR LIBRARY

Tailored solutions connected by a common ESG philosophy

  • Customized and flexible mandates, underpinned by fundamental and quantitative ESG expertise
  • Global sector materiality maps and ratings determine the impact of ESG risks by industry

SUSTAINABLE ADVISORY

Broad customized solutions, analytical tools, and advice to meet client sustainability and investment goals.

Tools & Analytics

Access proprietary ESG Ratings | Measure impact and alignment

Portfolio Construction & Advice

Identify opportunities to align investment goals, organizational values, ESG preferences and regulatory requirements

Thought Leadership

In-depth research on key sustainability themes. Education and training on major policy, stewardship, and investment topics

Custom Solutions

Investment solutions tailored toward specific financial, sustainability or stewardship objectives (climate change, human capital, biodiversity, etc)

Stewardship & Engagement

Guidance on company engagement and key sustainability issues

Contact Us

How Can We Help?

We work with clients to define their goals and deliver solutions.

Max Gokhman, CFA

Deputy Chief Investment Officer
Franklin Templeton Investment Solutions

Nick Hooten, CFA

Head of Client Investment Solutions

Subash Pillai

Head of APAC Solutions

Peter Vincent

Head of Middle East, India and Africa Solutions

Lisa Wang

Head of Goals Based Solutions

Jeffrey Silverman

Head of Advisory Solutions, Americas

Doug Sue

Head of Insurance, Retirement & 529 Solutions, Americas
Franklin Templeton Investment Solutions

Will Coleman

Head of European Solutions
Franklin Templeton Investment Solutions

Peter Blue

Head of Alternative Solutions
Franklin Templeton Investment Solutions