What year was Franklin founded and what city/state/country is the head quarters?
What is 1947 and San Mateo, CA
100
What year was Templeton founded and what city/state/country is the head quarters?
What is 1940 and Nassau, Bahamas
100
What year was Mutual Series founded and what city/state/country is the head quarters?
What is 1949 and Short Hills, NJ
100
Name at least three products we offer clients, other than retail mutual funds. (Not types of plans like IRA, UGMA, UTMA, etc.)
What are 529s, Charitable Giving Fund, Advisor Directed Trusts, Seperately Managed Accounts (SMA)
200
Founder of Franklin.
Who is Rupert Johnson Sr.
200
Founder of Templeton
Who is Sir John Templeton
200
Founder of Mutual Series.
Who is Max Heine
200
Highlights calendar year returns going back to 1949 for a single fund.
What is Franklin Income Fund: A Record of Impressive Returns Following Down Years (109 XDWN)
200
Franklin Templeton's core values. Name 3 of 4.
What are Putting Clients First, Build Relationships, Achieve Quality Results, Work with Integrity.
300
This Templeton fund is the industry's oldest global mutual fund.
What is Templeton Growth (TEPLX)
300
Asset Mix
as of 10/31/2013 (updated monthly)
-Undervalued Equities 55.00%
-Distressed Investments 36.00%
-Cash & Other Net Assets 7.00%
- Merger Arbitrage 1.00%
What is Mutual Recovery (FMRAX)
300
Flier highlighting the growth opportunities internationally. Highlights Templeton Global Balanced, Mutual Global Discovery, and Franklin International Growth.
What is The World Is Getting Smaller (and More Prosperous). (TS FLGF2)
300
Our Sales Mission Statement.
What is to provide personalized sales support so effective the financial advisor will choose Franklin Templeton Investments as their primary business partner.
400
Name two key difference (with regards to where we can invest) between the Templeton Global Bond fund and Templeton Global Total Return.
What are...
406= Invests in soverign debt and currency; 75% investment grade.
407= Invests in corps, sovereign debt and currency; 50% investment grade.
400
Overweight towards European equities.
YTD (11/20/2013) 17.69%
Avg Annual Total Return - Life = 13.5%
What is Mutual International (FMIAX)
400
A client approved piece that discusses Portfolio Probability Analysis (i.e. Monte Carlo scenario) of asset allocations sustaining withdrawals over a 30-year period.
What is The Challenge: Generating Income for Life (RIRA SIGB1)
400
Name 3 of the 5 categories that Edward Jones classifies our funds under.
What is Aggressive, Aggressive Income, Growth, Growth & Income, Income.
This Mutual Series fund has the most merger arbitrage and was incepted 9/26/1980.
What is Mutual Quest (TEQIX)
500
Business building piece geared towards educating pre-retiree clients (55+). Highlights importance of 3 different ages:
-Full/normal retirement age
-62
-70
What is Are you Minimizing the Value of Your Social Security Benefits? (RRET FLSS)
500
Name 3 of the 5 Subsidiaries under Franklin Templeton Investments.
What are Bissett (1982), Fiduciary Trust (1931), Darby (1994), Balanced Equity Management (1988), and K2 Advisors (1994).