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ASSET MANAGERS Goals-based Investing Platforms
FRANKLIN TEMPLETON
Wealth Splitter
Decidedly apportioning an initial investment amount among multiple client goals can be challenging within the wealth management industry, and even more so when the goals have unique time frames and priorities. To solve for this, Franklin Templeton launched the Initial Wealth Splitter (IWS) as an enhancement to its Goals Optimization Engine (GOE). GOE analyses an investor’s financial plans and goals to
determine a portfolio that may provide investors with the highest probability of successfully achieving their goal. Most investors have multiple goals, yet many advisory tools don’t offer sophisticated solutions to consider or optimize for this nuance. IWS’s added layer of insight is important in helping offer a better overall financial plan for end investors that carefully considers their investment goals.
Franklin Resources, Inc. [NYSE: BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton and serving clients in over 165 countries. Franklin Templeton’s mission is to help clients achieve better outcomes through investment management expertise, wealth management and technology solutions. Through its specialist investment managers, the company brings extensive capabilities in equity, fixed income, multi-asset solutions and alternatives. With offices in more than 30 countries and approximately 1,300 investment professionals, the California-based company has over 70 years of investment experience and over $1.4 trillion in assets under management as of January 31, 2023.
www.franklintempleton.com
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WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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