MosaiQ

All of our capabilities. One operating system.

A multi-asset operating system that adapts to diverse workflows and philosophies, empowers collaboration across investor roles, boosts capabilities, and scales efficiency to better achieve client goals.

Holistic Framework

Creates an integrated and adaptable process for managing robust multi-asset portfolio solutions

Global Collaboration

Allows global teams of analysts, researchers, and portfolio managers to collaborate asynchronously throughout the entire investment process

Harnessing Expertise

Leverages our extensive knowledge of asset classes, manager research, portfolio optimization, and award-winning goals-based research

Benefits of using MosaiQ

Scales with ease. Unifies portfolio construction, management, and analysis into a single platform, creating integrated apps from a broad set of investment tools

Streamlined data management

Consolidates diverse investment data with automated validation processes to substantially reduce manual oversight and mitigate risk

Built-in flexibility

Offers a modular approach to express different investment philosophies and manage diverse strategy types

Seamless integration

Merges with clients’ existing systems, such as risk models and OMS, through API connectivity

MosaiQ is a transformative leap in leveraging technology to deliver investment solutions at scale. It empowers our global team to accelerate decision-making, boost efficiency, enhance governance, bolster capabilities, and foster cross-functional collaboration. All of this can lead to better outcomes for our clients”

Max Gokhman, CFA

Head of MosaiQ Investment Strategy
Franklin Templeton Investment Solutions

Meet Pixel, your AI co-pilot

An AI-powered assistant that guides users through MosaiQ using natural language.
Pixel democratizes multi-asset investing by educating users and explaining complex concepts like multi-asset optimization and factor decomposition.

MosaiQ in Action

Powering diverse solutions though one versatile platform.

Challenge: Have recent market disruptions impacted our strategic asset allocation weights?

Solution: We incorporate on-demand, long-term capital market expectations into our portfolio optimizations to adapt to changing conditions.

Challenge: How can I efficiently implement tactical tilts across suites of similar portfolios?

Solution: Our parent/child portfolio structure allows for a view in one portfolio to be automatically implemented across all related portfolios. This system enables portfolio managers to concentrate on investing rather than on iterative portfolio construction.

Challenge: Which managers are the optimal fit for our specific objectives?

Solution: Our on-demand factor analysis provides insights into what drives the performance of managers and how they can be strategically combined to create portfolios that incorporate only intended active risks.

For illustrative purposes only.
Not actual performance data.