Wylie Tollette
Chief Investment Officer at Franklin Templeton Institutional LLC
Profile
Mr. Wylie A.
Tollette is a Executive Vice President & CIO at Franklin Templeton Institutional LLC and a Portfolio Manager at Franklin Mutual Advisers LLC.
At Franklin Templeton, his key responsibilities include oversight of client investment solution development for our multi-asset platform.
He partners closely with the company's global distribution groups on all Multi-Asset Solutions opportunities across a broad range of clients.
He also oversees the FTMAS Client Portfolio Managers, who work with clients to build customized institutional portfolios.
Prior to rejoining Franklin Templeton, Mr. Tollette served as Chief Operating Investment Officer at CalPERS, the largest defined benefit public pension fund in the U.S.
There, he helped to lead initiatives focused on enhancing the portfolio and investment decision making process, engaged the CalPERS Board and various constituents, and helped to re-design the asset allocation and investment strategy committee.
He was also responsible for the investment performance and risk analytics, investment policy, investment manager engagement, operations, compliance, and business planning areas.
Prior to his time at CalPERS, he worked at Franklin Templeton for almost 20 years, including as the head of the Performance Analytics and Investment Risk team, which was responsible for collaboratively defining, measuring and managing investment risk and performance across all Franklin Templeton products and clients.
Mr. Tollette received a BS from the University of California, Davis and received his Master of Science in Finance from the University of London.
He is a Chartered Financial Analyst (CFA) charter holder and is a member of the CFA Association of Sacramento and San Francisco.
He has served on a number of the CFA Institute's committees, including the GIPS Technical committee.
He also holds a CPA designation and is a member of the American Institute of Certified Public Accountants.
Wylie Tollette active positions
Companies | Position | Start |
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Franklin Templeton Institutional LLC
Franklin Templeton Institutional LLC Investment ManagersFinance Franklin Templeton Institutional LLC (FTI) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2001 and is a wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN). FTI provides investment advisory and portfolio management services under investment management agreements with clients in jurisdictions worldwide, which include registered open-end and closed-end funds and unregistered funds as well as to separate accounts. | Chief Investment Officer | 2022-09-30 |
Franklin Mutual Advisers LLC
Franklin Mutual Advisers LLC Investment ManagersFinance Franklin Mutual Advisers LLC (FMA) is a registered investment advisor headquartered in Short Hills, New Jersey. The firm was founded in 1999 and is a subsidiary of Franklin Resources, Inc., ultimately held by Franklin Resources, Inc. (NYSE: BEN). FMA provides investment advisory and portfolio management services under investment management agreements with one or more US- and non-US-registered open end funds and pooled investment vehicles that are sold outside the US. | Portfolio Manager-Equities | - |
Former positions of Wylie Tollette
Companies | Position | End |
---|---|---|
The California Public Employees Retirement System
The California Public Employees Retirement System Investment ManagersFinance The California Public Employees' Retirement System (CalPERS) is a state-owned pension fund management firm headquartered in Sacramento, California. Founded in 1932, the firm has long been at the forefront of shareholder activism in the US. CalPERS provides retirement and health benefit services to private individuals and employers, specifically active, inactive and retired employees of California state and local public agencies. They routinely put pressure on companies to achieve better corporate performance corporate governance. | Corporate Officer/Principal | 2017-12-04 |
Franklin/Templeton Group of Funds | Corporate Officer/Principal | 2014-02-28 |
American Savings Bank, FSB (Honolulu, Hawaii)
American Savings Bank, FSB (Honolulu, Hawaii) Savings BanksFinance American Savings Bank provides commercial banking services. The company provides loans, online banking and phone banking services. It was founded in 1925 and is located in Honolulu, HI. | Corporate Officer/Principal | 1994-12-31 |
KPMG Peat Marwick LLP | Corporate Officer/Principal | 1991-03-31 |
Training of Wylie Tollette
University of California, Davis | Undergraduate Degree |
University of London | Graduate Degree |
Experiences
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Connections
1st degree connections
1st degree companies
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Linked companies
Private companies | 6 |
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The California Public Employees Retirement System
The California Public Employees Retirement System Investment ManagersFinance The California Public Employees' Retirement System (CalPERS) is a state-owned pension fund management firm headquartered in Sacramento, California. Founded in 1932, the firm has long been at the forefront of shareholder activism in the US. CalPERS provides retirement and health benefit services to private individuals and employers, specifically active, inactive and retired employees of California state and local public agencies. They routinely put pressure on companies to achieve better corporate performance corporate governance. | Finance |
Franklin Templeton Institutional LLC
Franklin Templeton Institutional LLC Investment ManagersFinance Franklin Templeton Institutional LLC (FTI) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2001 and is a wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN). FTI provides investment advisory and portfolio management services under investment management agreements with clients in jurisdictions worldwide, which include registered open-end and closed-end funds and unregistered funds as well as to separate accounts. | Finance |
KPMG Peat Marwick LLP | Commercial Services |
American Savings Bank, FSB (Honolulu, Hawaii)
American Savings Bank, FSB (Honolulu, Hawaii) Savings BanksFinance American Savings Bank provides commercial banking services. The company provides loans, online banking and phone banking services. It was founded in 1925 and is located in Honolulu, HI. | Finance |
Franklin/Templeton Group of Funds | Miscellaneous |
Franklin Mutual Advisers LLC
Franklin Mutual Advisers LLC Investment ManagersFinance Franklin Mutual Advisers LLC (FMA) is a registered investment advisor headquartered in Short Hills, New Jersey. The firm was founded in 1999 and is a subsidiary of Franklin Resources, Inc., ultimately held by Franklin Resources, Inc. (NYSE: BEN). FMA provides investment advisory and portfolio management services under investment management agreements with one or more US- and non-US-registered open end funds and pooled investment vehicles that are sold outside the US. | Finance |
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