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Aimee Corsiglia
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Active equity manager, Martin Currie Australia, part of the Franklin Templeton group, has launched the Martin Currie Australia Active Insights strategy.
The Active Insights strategy uses a unique process to capture outperformance through fundamental insights, without taking on unnecessary style, factor or sector risk that is not rewarded by returns relative to the market.
Reece Birtles, Chief Investment Officer, Martin Currie Australia says: “Unlike ‘traditional’ quant and passive funds that rely on backward-looking signals, this strategy utilises Martin Currie’s forward-looking and, on the ground, fundamental insights. This analysis is undertaken by our 18-strong investment team with 20 years on average of industry experience..
“Our team also captures our best of breed in-house fundamental ESG analysis, engagement and proxy voting, which is also integrated deeply into our investment process and portfolio construction.
“We believe that responsibility for day-to-day active ownership activity lies directly with those who know the companies best – our experienced team of research analysts and portfolio managers.
“This deep industry experience of generating ‘active insights’ can be translated into portfolios that can truly manage style and factor bias, in a way that cannot simply be replicated by systematic, smart beta strategies.
“The result is a highly diversified and unique strategy that can achieve a balance between alpha, tracking error and turnover, and can also be customised for differing client risk budgets and time horizons.”
The Active Insights strategy is well suited to the Your Super Your Future (YSYF) world of regular performance testing and is also available as a focused SMA for a direct investor seeking an actively managed alpha-driven portfolio.
Martin Currie currently manages over A$31 billion in assets under management, and A$8 billion in Australian equities (as of 30 June 2022).
For all media queries or for more information, please contact:
Simrita Virk: [email protected]
About Franklin Templeton
Franklin Resources, Inc. [NYSE:BEN] is a global investment management organisation with subsidiaries operating as Franklin Templeton and serving clients in over 155 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 offers boutique specialisation on a global scale, bringing 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 75 years of investment experience and approximately A$2.0 trillion in funds under management as of 30 June 2022.
For more information, please visit franklintempleton.com.au
Disclaimers
This publication is issued for information purposes only and does not constitute investment or financial product advice. It expresses no views as to the suitability of the services or other matters described in this document as to the individual circumstances, objectives, financial situation, or needs of any recipient. You should assess whether the information is appropriate for you and consider obtaining independent taxation, legal, financial or other professional advice before making an investment decision. Please read the relevant Product Disclosure Statements (PDSs) and any associated reference documents before making an investment decision. In accordance with the Design and Distribution Obligations and Product Interventions Powers requirements, we maintain Target Market Determinations (TMD) for each of our Funds. All documents can be found via www.franklintempleton.com.au or by calling 1800 673 776. Issued by Franklin Templeton Australia Limited (ABN 76 004 835 849, AFSL 240827). Copyright © 2022. Franklin Templeton Australia Limited. All rights reserved.