Canada

This website is intended for Canadian Institutional Investors only.

Risk Management

A Comprehensive Approach to Managing Risk

At Franklin Templeton, we believe that risks should be recognized, rational and rewarded. Risk monitoring spans each stage of the investment life cycle: investment selection, portfolio construction and ongoing portfolio evaluation.

Portfolio Managers

  • Employ a fundamental, research-driven approach to managing assets.
  • Assess risk at each stage of the investment life-cycle - including investment selection, portfolio construction and ongoing portfolio evaluation.
  • Are backed by the strength and stability of our global organisation, which enables them to maintain a long-term perspective.

Dedicated Risk Management Specialists

  • Independent, providing robust analytics and critical, unbiased insight on each portfolio's risk profile.
  • Integrated into our global portfolio and trading network, co-located with portfolio managers around the world, to support our activities in markets where we invest.

Oversight Committees

Help portfolio managers understand the most complex risk factors associated with:

  • Derivatives and Complex Securities
  • Pricing and Liquidity
  • Counterparty Risks
  • Global Product Development

Tools and Platforms

Centrally-supported, best in class platforms that provide additional insight, including:

  • Data analytics and modeling
  • Portfolio compliance
  • Trade monitoring and execution