Franklin Templeton has taken on Alan Bartlett (pictured) as chief investment officer of its global equity group, replacing Norm Boersma who retires at the end of this year after nearly three decades at the firm.
Relocating from London to Nassau in the Bahamas, Bartlett will be responsible for the group’s international, regional, and small cap equity strategies, overseen by Boersma since 2012.
Reporting directly to Dr Sandy Nairn, chairman of the Templeton Global Equity Group (TGEG), Bartlett will take up the post before Boersma officially retires. He joins from Goodhart Partners, where he was both founding member and chief executive.
Prior to that he was CIO of WestLB Mellon Asset Management’s institutional multi-manager team, before leading its management buyout in order to set up Goodhart.
Other previous roles include director of research at MM Asset Management, head of manager research at Aon Investment Consulting, and head of manager research at Hymans Robertson Actuaries & Consultants.
He will be joined by Peter Sartori, appointed by the California-based fund manager to the new role of executive vice-president and portfolio manager.
Sartori leaves behind his post at Nikko AM Asia, where he headed the Asian equity team and co-managed the Asian regional product.
Based in Singapore, Sartori will oversee the Asia Pacific side of the TGEG business reporting directly to Bartlett.
TGEG is comprised of 33 portfolio managers and analysts in eight offices across the world and manages more than $71 billion (€63.8 billion) in global equity assets as of the end of June this year.
Franklin Templeton has over $715 billion in assets under management.
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