Franklin Templeton appoints new head of portfolio construction

Published 21/05/2025, 14:42
Franklin Templeton appoints new head of portfolio construction

SAN MATEO, Calif. - Franklin Templeton, a global investment management organization, has announced the appointment of Surajit Ray as the Head of Portfolio Construction and Quantitative Risk for its Franklin Equity Group (FEG). In this newly created role, Ray will be based in the firm’s New York City office and report directly to Jonathan Curtis, FEG’s Chief Investment Officer.

Ray’s responsibilities will include working with various strategy teams within FEG to enhance systematic, risk-aware portfolio construction processes. His role is focused on aligning investment strategies with a comprehensive risk framework that evaluates various scenarios and potential outcomes.

Jonathan Curtis expressed confidence in Ray’s extensive experience in risk measurement and management, highlighting his 24-year career across asset classes in both public and private equity markets. Curtis stated that Ray’s expertise in complex risk analytics and portfolio optimization will bolster the firm’s risk management discipline, supporting the investment teams in identifying growth opportunities driven by innovation.

Prior to this appointment, Ray held the position of Head of Investment Risk Analysis at the Public Investment Fund in Saudi Arabia. He also has significant experience from his tenure at Morgan Stanley Investment Management in New York, where he served as Head of Global Equity Risk and Head of Quantitative Research and Model Management. Ray’s academic background includes a Ph.D. in economics with a specialization in econometrics from the University of Iowa.

Franklin Equity Group, a division of Franklin Templeton, manages over $120 billion in assets, focusing on global, US, and sector-specific strategies. The group’s investment approach is fundamentally driven, emphasizing bottom-up stock selection and the evaluation of long-term growth potential and intrinsic value.

Franklin Resources, Inc. [NYSE: BEN], operating as Franklin Templeton, has a presence in over 150 countries and offers a wide range of investment management services. With a market capitalization of $11.57 billion and revenue growth of 7.38% in the last twelve months, the company continues to expand its global footprint. As of April 30, 2025, the company manages $1.53 trillion in assets. For detailed financial analysis and additional insights, investors can access the comprehensive Pro Research Report available on InvestingPro, which covers over 1,400 US stocks including Franklin Resources. This announcement is based on a press release statement from Franklin Templeton.

In other recent news, Franklin Resources reported its first-quarter 2025 earnings, revealing mixed results. The company’s earnings per share (EPS) came in at $0.47, falling short of the $0.50 forecast, but it exceeded revenue expectations with $2.11 billion compared to the projected $1.6 billion. Franklin Resources demonstrated resilience in challenging market conditions, maintaining strong international sales momentum and launching innovative financial products, including a crypto index ETF. In another development, Franklin Templeton announced plans to convert 10 of its Putnam municipal bond mutual funds into exchange-traded funds (ETFs) between late 2025 and early 2026. This strategic move aims to broaden the company’s municipal bond ETF offerings. Analysts from firms like Barclays Capital and Bank of America have shown interest in Franklin Resources’ strategies to address outflows and expand in alternatives and digital assets. Despite some challenges, Franklin Templeton continues to see positive client activity in key growth areas, particularly within its ETF and digital asset offerings. These recent developments are part of Franklin Templeton’s ongoing efforts to innovate and expand its investment solutions.

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