Franklin Templeton

ICYMI: Catch the replay of our livestream event, where our Franklin Templeton Digital Assets team members discuss Bitcoin halving and its impact on the market.

Franklin Templeton Fixed Income’s Chris Siniakov was featured on Livewire discussing the phenomenon economists call “decorrelation” in the context of central banks moving interest rates at different times. He points out a few examples, including the chart below showing Australian and US cash rates moving at different speeds. Read more: https://s.frk.com/4dbPWxy

Anthony Kirkham CFA of Western Asset shares with Fixed Income News why diversification is a key reason investors turn to fixed income. Watch now: https://s.frk.com/4aC9Yjk

Come hear our Director of Digital Assets Research, Christopher Jensen, discuss pertinent questions about the halving including what it's meant historically for Bitcoin prices and why this time could be different. This content is intended for U.S. residents only. Glossary and Important Information: https://s.frk.com/3w1oIJp

Richard Rauch, CFA Rauch from Brandywine Global Investment Management recently featured on INDepth to discuss what lies ahead for global fixed income investors. Watch now: https://s.frk.com/3vJDjcw

Today, we are sharing the spotlight with one of our team members! Keep reading… Hi, I am Debleena Roy, Senior Business Analyst – Portfolio Compliance at Franklin Templeton. 💼 Let me tell you about my journey to the portfolio compliance realm. After a brief stint in tax functions, I decided to pursue CFA. My quest for a CFA designation led me to develop a keen interest in the asset management industry. After successfully clearing CFA Level 2, I joined Franklin Templeton, where I now work as part of the investment compliance team. Here, I gained hands-on experience dealing with complex securities such as derivatives, bonds, mortgages, loans, and digital assets like cryptocurrencies and tokens. My role involves monitoring live trades and acting as an advisor, researcher and consultant to liaison primarily between portfolio management, trading and legal teams. 🌟 🌏 Global team spirit I am based in Hyderabad, India, but on a day-to-day basis I am responsible for the Fixed Income and Global Macro funds in the US San Mateo region. Because of this, I work closely with the US compliance team. The team in India and in the US have a very collegial team spirit. Everyone is very approachable and helpful. The positive team spirit and the supportive nature of the team is something that I really appreciate and feel blessed to be a part of. 🏆 Personal and professional milestones During my 3.5 years here, I have learned many skills from working with this team, which include: 🛠️ building relationships with the portfolio management and trading teams, 🛠️ understanding new regulations, 🛠️ exploring security types, 🛠️ working on new-age digital asset products. I have also cleared the CFA Level 3 and FRM Part 1 and Part 2 exams. Overall, it has been a very satisfying experience for me, both personally and professionally. 💙 Balancing work, family, and health Due to my mom’s health, I had to work from home for an extended period, which was strongly supported by my team. I was able to work around my exams and spend the necessary time with my family and give them the support they needed. I would always be grateful for the flexibility I was given during that time. It’s great to be in a place that values both professional growth and personal life. Join us and say hello to progress! ▶️ https://s.frk.com/4962KCA

Read Steve's first-person story below… 💼 My name is Steve Hovhannisyan, MBA. I began my journey as an Inbound Sales Associate, handling inquiries from several different regions across the country. In less than a year, I advanced to the role of Internal Advisor Consultant, working closely with financial advisors in the Colorado region. Currently, I am a VP – Senior Advisor Consultant for the Southwest region. In this role, I build relationships with financial advisors and help them meet their client’s needs through a range of channels, including seminars, phone consultations, and face-to-face meetings. …and this year will mark my sixth year with Franklin Templeton! 🎉 🌟 The most exciting part of my work? Engage with advisors individually 👥, understand their objectives, and actively help them to achieve them using the range of tools and resources that Franklin Templeton provides for us. 👨💼 The most enjoyable aspect of my job is conducting client seminars. However, each seminar presents a unique challenge that requires thorough preparation and research to comprehend and tailor the content to the specific needs and interests of the audience. Before each seminar, I discuss with the advisor to gain insights into the clients' backgrounds, needs, and expectations, ensuring meticulous preparation. 🚀 Opportunities in the Asset Management Industry Working at Franklin Templeton is very exciting and rewarding. The company offers ample opportunities for both professional growth and industry knowledge development. I collaborate with talented professionals who share my dedication to providing outstanding client service, utilizing top-notch tools and resources. 🌳Outside of work I enjoy hiking, playing pickleball and golfing. 🏌️♂️ Fortunately, my job at Franklin Templeton not only provides me with fulfilling work opportunities, but also fosters a healthy work-life balance. This has allowed me to engage in these activities, which contribute positively to my overall well-being. 🤝 Moreover, I've had the privilege of sharing these experiences with both colleagues and advisors from Franklin Templeton, further enriching my professional relationships. Want to work with Steve? Join us and say hello to progress! ▶️ https://s.frk.com/4962KCA

As a company that celebrates progress, diversity of thought, and shaking up the status quo, DE&I has always been top of mind for us. Our Talent Acquisition team supports the company in cultivating a welcoming and inclusive culture and our Talent Acquisition Partners go above and beyond to ensure diverse representation in our recruitment processes. Meet this year’s exceptional contributors: 🏆 Alli Akers was nominated for “Association for Wholesaling Diversity Ally of the Year” award for her consistent focus on increasing diversity for our distribution and alternatives by Franklin Templeton teams. Alli also acts as a recruitment contact for the Association for Wholesaling Diversity and The Equity Collective PH. 🏆 Malena Madrigal was recognized by the Northern California Business Advisory Council (BAC) for her “exceptional vision and leadership through recognizing the talents of people with developmental disabilities”. Malena continues to influence other companies to adopt inclusive hiring practices in support of individuals with disabilities. 🏆 Bharathi Raju & Venkatesh aluri played pivotal roles in establishing Franklin Templeton as an Employer of Choice and facilitated the success of the Women Focused Hiring project in India. This project reinforced our commitment to create a workplace where everyone can feel included and respected. 🏆 Chelsea Calambro & Kelly Williams, PHR, SHRM-CP experimented to produce creative ways to source candidates while challenging the status quo, ultimately leading to an increase in the diversity of our candidate pool and our programs, especially the summer internship and Futures programs. Thank you for your dedication and efforts in advancing progress and fostering an inclusive culture at Franklin Templeton! Join us and say hello to progress. Yours and ours. #DEI #DI

Natalia's idea is one of many grassroots initiatives that we implement and support in the company. 💡 1️⃣ Championing employee ideas Last year, Natalia actively participated in the I-Box project, which gathered ideas from Poznań employees on how to enhance organizational processes. This initiative covers four key categories: 🛒 customer-related improvements, 💼 savings, 📢 process and communication efficiency, and 👨💼 👩💼 work culture, office life, and 🪀 employee well-being. The program she proposed, “Be a Buddy to Somebody,” was selected as the winning project. 2️⃣ Buddy Program implementation success After the "Buddy Program" won, Natalia collaborated with the local HR team to streamline resources, communication steps, and approvals. This involved setting up a Buddy Pool, creating guidelines for Buddies and Leaders, and running a communication campaign. Fortunately, all the employees supported the idea from the start. 🤝 We're now in the final implementation stage, with some pilot Buddies already supporting new Franklin Templeton colleagues in the field. 3️⃣ From Natalia’s perspective… “I truly believe that assigning 'Buddies' to new employees increases comfort and confidence, which positively impacts communication and the entire organization. Implementing this site-wide has been personally and professionally rewarding. 🙌 Recognizing accomplishments, regardless of tenure, fosters a happy workplace and allows for meaningful feedback between team members and leadership.” Thankful for a team that tackles challenges head-on and turns feedback into personal growth! 💪 #EmployeeVoice #ContinuousLearning #FeedbackForGrowth

Discover how Sukrit and our teams are reshaping wealth management through innovation and continuous learning💡 1️⃣ Refining tech solutions with stakeholder insight: Sukrit’s team enhanced the Goals Optimization Engine (GOE) based on valuable stakeholder feedback. With the launch of the 🧮 Goal Calculator, we now offer a refined solution that provides personalized investment advice to a broader audience, addresses challenges, and contributes to the overall success of the GOE. 2️⃣ Nurturing continuous IT learning: We know that, as an IT professional, fostering a perpetual learning culture is key. 🌱 Our team thrives on curiosity, engaging in bi-weekly knowledge sessions and strategic online courses for continuous growth. Feedback during reviews ensures open communication, using constructive criticism for personal and professional growth. 3️⃣ From vision to reality: Sukrit has played a key role in enhancing our flagship Goal Optimization Engine (GOE). 💡 Thanks to his idea, we recognized the need for personalization and integrated advanced financial mathematics, improving the system to recommend optimal advice even for vaguely defined goals. Positive stakeholder feedback highlights the success and builds confidence in our adaptive solutions. This demonstrates our commitment to innovation and meeting the diverse needs of our customers. Grateful for people who embrace challenges and turn feedback into meaningful progress! 💪 #Innovation #ContinuousLearning #FeedbackForGrowth