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Franklin Templeton Rick Frisbie

Franklin Templeton expands retirement solutions portfolio management team


James Macey, CFA, has joined the Franklin Templeton Solutions team in a new role as a senior vice president and portfolio manager with a focus on retirement solutions.

Macey has been named a co-lead portfolio manager for the US retail Franklin Allocation Funds and Franklin LifeSmart Retirement Target Funds. He joins current co-lead managers Tom Nelson, CFA, senior vice president, director of investment solutions, and Tony Coffey, CFA, senior vice president, on the management team for these funds.
"According to Franklin Templeton's 2015 Retirement Income Strategies and Expectations (RISE) Survey(2), 52 per cent of people are concerned about managing their retirement income to meet their retirement expenses. We believe six years on from the financial crisis, investors are becoming more dedicated to the idea of having an asset allocation strategy that can help them meet their own financial goals and help them navigate future market shocks," says Rick Frisbie (Pictured), executive vice president, head of Franklin Templeton Solutions. "Bringing on an experienced retirement solutions portfolio manager like James Macey is part of our overall effort to expand Franklin Templeton Solutions' capabilities and continue to grow a strong team that hopefully can help retirees meet their long-term investment outcomes."
With 15 years of investment industry experience, Macey was previously at Allianz Global Investors where he was a co-lead manager for their target-date and retirement income portfolios and a portfolio manager for their multi-asset US mutual funds – including target-risk, multi-asset real return and 529 college-savings plan funds. He also led the manager research and due diligence process for their multi-asset US team.
"We are continually assessing our product set and approach so that we can provide simple, practical solutions to a changing retirement landscape," says Yaqub Ahmed, head of Investment-Only Division-US, for Franklin Templeton Investments. "With this hire, we are aiming to build on the great strides we have made in terms of designing strategies that seek to help investors meet their specific objectives across the retirement spectrum – whether it is millennials who are just starting out on their retirement journey with target-date funds or plan participants who are transitioning to retirement and planning for what's next with potential retirement income solutions."
Macey holds an honours MSci degree in astrophysics from University College London. He is a holder of the Chartered Financial Analyst(R)(1), Chartered Alternative Investment Analyst(R) and Professional Risk Manager(R) designations.

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