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Important Information

1. CE credit is only available for participants attending the live webinar for a minimum of 50 minutes or completing the eLearning course. Franklin Templeton will email eligible participants a certificate of completion and will submit CFP attendance directly to the CFP Board. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP certification mark in the US, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CIMA, CPWA and RMA are registered certification marks of the Investments & Wealth Institute. For more information about the Institute and the certifications, please visit investmentsandwealth.org

2. Source: The Illiquidity Premium and the Market for Private Assets | Portfolio for the Future | CAIA.

3. Source: Clarion Partners Investment Research, NCREIF, REIT.com, S&P, Bloomberg, 2022Q2 Note: Past performance is not indicative of future results. Please see the important disclosures at the end of the presentation. Valuations and incomes may change more rapidly and significantly than under standard market conditions.

4. Source: The Illiquidity Premium and the Market for Private Assets | Portfolio for the Future | CAIA.

This material is intended to be of general interest only and should not be construed as individual investment advice or a recommendation or solicitation to buy, sell or hold any security or to adopt any investment strategy. It does not constitute legal or tax advice. The views expressed are those of the investment manager and the comments, opinions and analyses may change without notice. The information provided in this material is not intended as a complete analysis of every material fact regarding any country, region or market.

Data from third party sources may have been used in the preparation of this material and Franklin Templeton (“FT”) has not independently verified, validated or audited such data. FT accepts no liability whatsoever for any loss arising from use of this information and reliance upon the comments, opinions and analyses in the material is at the sole discretion of the user.

All investments involve risks, including the possible loss of principal.

Investments in alternative investment strategies are complex and speculative investments, entail significant risk and should not be considered a complete investment program.

Depending on the product invested in, an investment in alternative investments may provide for only limited liquidity and is suitable only for persons who can afford to lose the entire amount of their investment. An investment strategy focused primarily on privately held companies presents certain challenges and involves incremental risks as opposed to investments in public companies, such as dealing with the lack of available information about these companies as well as their general lack of liquidity.

Any research and analysis contained in this material has been procured by Franklin Templeton for its own purposes and may be acted upon in that connection and, as such, is provided to you incidentally. Data from third party sources may have been used in the preparation of this material and Franklin Templeton ("FT") has not independently verified, validated or audited such data. Although information has been obtained from sources that Franklin Templeton believes to be reliable, no guarantee can be given as to its accuracy and such information may be incomplete or condensed and may be subject to change at any time without notice. The mention of any individual securities should neither constitute nor be construed as a recommendation to purchase, hold or sell any securities, and the information provided regarding such individual securities (if any) is not a sufficient basis upon which to make an investment decision. FT accepts no liability whatsoever for any loss arising from use of this information and reliance upon the comments, opinions and analyses in the material is at the sole discretion of the user.

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