Franklin Templeton

Helpful Fund Information from Franklin

Posted by Anu Heda on Oct 24, 2013, in Thoughts , tagged with

A streamlined product story is more important than ever. You’ve heard that before and I’ve thought it before. Heck, I mentioned it in a January post. Our recent FA conversations reminded me of that. When listening to FAs articulate a preference for one fund versus another, I realized how much information exists and the effort required for an FA to streamline and communicate that preference to a client.

In that vein, I think Franklin Templeton is onto something. This framework – Strategy, Benefits, Results – covers the basics in a straightforward process that simplifies transferring information from Franklin Templeton to the FA and consequently to the client. “Strategy, Benefits, Results” is worth checking into for any marketer within asset management.

Best Blogs of the Week

Posted by Anu Heda on Aug 23, 2013, in Best Blogs of the Week , tagged with ,

No rest for industry blog authors – posts are coming as frequently as they were in May. Two posts in this week’s review.

  • American Century – This post provides a clear asset allocation evaluation as Q3 finishes.
  • Franklin Templeton – This post shares a little history (slightly corny) but then gets into an interesting opportunity: investing in European equities.

Best Blogs of the Week

Posted by Anu Heda on Jul 24, 2013, in Best Blogs of the Week , tagged with , , , ,

Best is going into summer mode, which means a post about the industry’s blogs every 7 – 10 days. Each posts will consider all industry blog posts since the last “Best Blogs of the Week.” With that said, we found an unprecedented five posts to share from a high-quality week-and-a-half.

  • AllianceBernstein – The author tackles inflation starting from no inflation for the long-term and then ends with a reasonable sector consideration.
  • BlackRock – We’ve been fortunate to speak with over fifty FAs in the last month. Recurring theme? A lot of question about valuing the US stock market. This post presents why the market may go higher.
  • Franklin Templeton – This post presents a succinct argument to consider European equities.
  • MFS – Jim provides 4 ways to digest earnings season, critical for any FA that does a lot of large-cap.
  • Vanguard – This post shares a fresh and short way to think about premium/discount and tracking error (in this case for International ETFs).