Alternative Allocations: Alternatives by Franklin Templeton—Access Granted

Franklin Templeton recently hosted due diligence meetings with financial advisors where Tony Davidow, Senior Alternatives Investment Strategist, led discussions focused on alternative investments. He believes that advisor adoption is just beginning and that there are three primary drivers that could help alternatives grow at a rapid pace.

Franklin Templeton recently hosted approximately 200 advisors in Nashville, TN, for due diligence meetings, which focused on providing insights about allocating to alternative investments. The programs were designed to provide a deep dive regarding the merits of certain types of alternatives (real estate, private credit, secondaries and hedge funds), explore the structural tradeoffs of the various types of investment vehicles (drawdown, feeder fund, interval and tender-offer funds), and discuss asset allocation and portfolio construction techniques.

“We’re thrilled with the strong turnaround, active engagement and positive feedback from some of our most valued partners. We are laser-focused on bringing our institutional alternative capabilities to the wealth management channel by delivering to advisors what they want, in the structures they want. Events like our diligence offsite are invaluable in achieving that goal,” said Dave Donahoo, Franklin Templeton’s Head of US Wealth Management Alternatives.