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Home > Press Releases > FRANKLIN TEMPLETON CUSTOMIZES FACTOR WEIGHTINGS FOR LIBERTYQ ETF SUITE
From
Franklin Templeton Investments
Contact
Pholida Barclay, Hillary Yaffe
Telephone
(212) 632-3204, (212) 279-3115 x 231

San Mateo, CA, June 6, 2016 – Franklin TempletonInvestmentstoday introduced LibertyShares, a new line of business, with the launch of its first suite of strategicbeta exchange traded funds (ETFs), LibertyQ. The suite includes three multi-factor core portfolio funds and one fundthat focuses on stocks with high and persistent dividend income. FranklinTempleton’s strategic beta ETFs use proprietary LibertyQ indices1, which are truly unique indices that have employed a research-driven approach in customizing their factor weightings. The multi-factorLibertyQ indices1are constructed with four factors—quality, value,momentum and low volatility—which together are designedto pursue lower volatility and higher risk-adjusted returns over the long termversus relevant cap-weighted benchmarks.

"Many of our clients have embraced the ETF wrapper for its benefits, including liquidity, tax efficiency and transparency, and now they are looking for more than what a traditional market cap-weighted index can offer,” said Patrick O’Connor, head of Global Exchange Traded Funds for Franklin Templeton Investments. “LibertyQ offers investors our fundamental and quantitative expertise that drives our ability to seek specific outcomes with reduced risk, packaged within the ETF wrapper."

"Franklin Templeton strategic beta funds track the LibertyQ indices developed with Franklin Templeton’s team of quantitative experts who have spent decades developing quantitative active equity strategies, coupled with academic research. We approached the creation of the LibertyQ indices in the same way we have approached quantitative stock selection, and we believe that, just as with discretionary stock picking, all factors are not created equal—some are more correlated to certain outcomes,” added O’Connor.

The three core multi-factor LibertyQ funds use LibertyQ indices that apply a truly unique approach of using custom factor weightings—quality (50%), value (30%), momentum (10%) and low volatility (10%)— in seeking to capture desirable, long-term performance attributes:

  • Franklin LibertyQ Global Equity ETF (NYSE: FLQG) tracks the LibertyQ Global Equity Index, which offers global equity exposure and seeks to achieve higher risk-adjusted returns than the MSCI ACWI Index.
  • Franklin LibertyQ Emerging Markets ETF (NYSE: FLQE) tracks the LibertyQ Emerging Markets Index, which offers broad emerging markets exposure and seeks to achieve higher riskadjusted returns than the MSCI Emerging Markets Index.
  • Franklin LibertyQ International Equity Hedged ETF (NYSE: FLQH) tracks the LibertyQ International Equity Hedged Index, which offers international developed markets exposure and seeks to achieve higher risk-adjusted returns than the MSCI EAFE Index.

Investors should carefully consider a fund’s investment goals, risks, charges and expenses before investing. To obtain a summary prospectus and/or prospectus, which contains this and other information, talk to your financial advisor, call us at (800) DIAL BEN / (800)342-5236 or visit franklin.kurtosysdev.com. Please carefully read a prospectus before you invest or send money.

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