About Eugene Podkaminer

Gene Podkaminer is executive vice president and head of research for Franklin Templeton Investment Solutions. In this role he directs research activities across markets and asset classes, strategic and tactical asset allocation, manager due diligence and selection, including quantitative and fundamental approaches. Gene chairs the Investment Strategy Research Committee which informs asset allocation strategy across the multi-asset solution organization.

Prior to joining Franklin Templeton in 2018, Gene worked with Callan in the Capital Markets Research group where he was responsible for assisting clients with their strategic investment planning, conducting asset allocation studies, developing optimal investment manager structures, and providing custom research on a variety of investment topics. Prior to Callan, Gene spent nearly a decade with Barclays Global Investors. As a Senior Strategist in the Client Advisory Group he advised some of the world’s largest and most sophisticated pension plans, non-profits, and sovereign wealth funds in the areas of strategic asset allocation, liability driven investing, manager structure optimization, and risk budgeting. As Chief Strategist of Barclays’ CIO-outsourcing platform Gene executed CIO-level functions for corporate pension plans and endowments.

Gene received a BA in Economics from the University of San Francisco and an MBA from Yale University. He earned the right to use the Chartered Financial Analyst designation and is a member of the CFA Society of San Francisco and CFA Institute, where he consults on curriculum development. He is a frequent speaker on investment related topics and has been featured in numerous publications; in 2014 he was named CIO Magazine’s “Consultant of the Year.” “Risk Factors as Building Blocks for Portfolio Diversification: The Chemistry of Asset Allocation,” was published by the CFA Institute, “The Education of Beta: Can Alternative Indices Make Your Portfolio Smarter,” was featured in the Journal of Investing, and both “Smart Beta is the Gateway Drug to Risk Factor Investing” and “Preparing a Multi-Asset Portfolio for Shocks to Economic Growth” appear in the Journal of Portfolio Management.

Education

  • BA in Economics, University of San Francisco
  • MBA in Business, Yale University

Professional Fields

Work History

  • EVP, Head of Research, Franklin Templeton Investment Solutions, Franklin Templeton
  • Principal, Barclays Global Investors
  • Senior Vice President in the Capital Markets Research Group, Callan Associates Inc.

Milestones and Recognition

  • CIO Magazine's "Consultant of the Year" 2014
  • CIO Magazine's "Top 25 Knowledge Brokers, 2014
  • CIO Magazine's "Top 25 Knowledge Brokers, 2013
  • National winner of the 2001 Venture Capital Investment Competition
  • An Introduction to Multifactor Models, Quantitative Investment Analysis (Third Edition), Wiley, October 2015
  • The Education of Beta: Can Alternative Indexes Make Your Portfolio Smarter?, Journal of Investing, Summer 2015
  • Risk Factors as Building Blocks for Portfolio Diversification: The Chemistry of Asset Allocation, CFA Institute, January 2013
  • Real Interest Rate Shocks and Portfolio Strategy, Journal of Investing 2020
  • Preparing a Multi-Asset Class Portfolio for Shocks to Economic Growth
  • Smart Beta is the Gateway Drug to Risk Factor Investing

Eugene's Links

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