Franklin Templeton announced that Alan Bartlett (picture above) will join the firm as chief investment officer of Templeton Global Equity Group (TGEG), effective 1 October 2019.
In this role, Bartlett will oversee TGEG's global/international, regional and small cap equity strategies. TGEG manages over $71bn in global equity assets for investors around the world as of 30 June 2019. Bartlett will report to Sandy Nairn, chairman of TGEG. He will take on this new role in advance of Norm Boersma's planned retirement at the end of this year. Boersma has decided to retire after serving as chief investment officer of TGEG since 2012 and over 27 years with the firm.
Bartlett brings over two decades of industry experience with a successful history in multi-manager investments, as well as manager research. He joins from Goodhart Partners, where he was a founding member and CEO. Prior to that, he was chief investment officer of the institutional multi-manager team at WestLB Mellon Asset Management (WMAM) and led the management buyout of this team to create Goodhart. Bartlett joined WMAM from MM Asset Management, where he was director of research, responsible for manager research and fund construction across a broad range of multi-manager funds. Prior to MM Asset Management, he was head of manager research at Aon Investment Consulting in London and head of manager research at Hymans Robertson Actuaries & Consultants in Glasgow.
In addition to the new CIO appointment, TGEG has also announced that Peter Sartori will join TGEG as EVP, portfolio manager, also effective 1 October 2019.
Sartori, an investment veteran with 29 years of investment management experience, joins the firm from Nikko AM Asia, where he headed the Asian Equity team and co-managed the Asian regional product. Sartori's focus will be leading TGEG's Asia Pacific business to drive efforts, both in terms of Asian regional mandates and as a key member of the TGEG leadership team. He will be based in Singapore and will report to Bartlett.