Franklin Templeton Investment Solutions, the more hedge fund focused part of the global asset manager, has maintained its strongly overweight conviction on the catastrophe bond asset class, while adopting a neutral stance on all other insurance-linked securities (ILS).
It’s important to remember that all other ILS includes private collateralized reinsurance, retrocession and industry loss warranties (ILWs), so essentially private ILS opportunities.
As we’ve said in a previous article, Franklin Templeton has begun to move away from the K2 Advisors name for its hedge fund unit, hence its reports focused on the sector now coming under Franklin Templeton Investment Solutions.
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