Boston, MA
Founded 1982
Assets Under Management: $23.0 billion* (6/30/08)
Approach and Differentiating Strengths The firm manages large institutional portfolios with a structured approach, creating analytical comparisons of domestic stocks through dozens of proprietary quantitative measures.
Philosophy
We believe that employing disciplined investment strategies based on fundamental concepts, which are quantitatively implemented, provides us with the best opportunity to add value to our clients’ portfolios while maintaining an acceptable level of risk.
Process
Using a blend of computer systems and investment expertise, Franklin Portfolio Associates monitors the investment fundamentals of approximately 4,000 domestic securities. Computer technology first creates a list of "buy" candidates from those currently ranked by the Franklin Portfolio Associates system in the highest decile of the universe; then uses a portfolio optimizer and risk control system to select portfolio holdings. Franklin Portfolio Associates continually tests and analyzes its models and weightings, and is always looking for improvements in its valuation methods.
*Includes assets managed by Franklin Portfolio Associates officers as dual officers of The Dreyfus Corporation or The Bank of New York Mellon.
Franklin Portfolio Associates has no affiliation to the Franklin Templeton Group of Funds or Franklin Resources, Inc.
