portfolio management News & Analysis
2 articles
Market Mood
Franklin Templeton (BEN) Launches Private Markets Model Portfolios
Franklin Templeton (BEN) has launched Private Markets Model Portfolios in collaboration with Corastone. This initiative aims to assist financial advisers in integrating private market assets into client portfolios via a managed portfolio structure. The portfolios utilize a single-subscription, SMA-style format, reducing the minimum investment required. This new framework simplifies operational processes tied to private market investing, while providing clients direct ownership of underlying funds. Franklin Templeton also integrates various investment managers, including Lexington Partners and Clarion Partners, enhancing access to alternative asset classes.
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EverCommerce (EVCM) Insider Sells 20,000 Shares for $229,000
Matthew David Feierstein, President of EverCommerce (EVCM), sold 20,000 shares in multiple transactions, totaling approximately $229,000, according to a SEC Form 4 filing. Post-transaction, his direct shares decreased to 2,170,606 and indirect holdings remain at 150,000, maintaining combined ownership above 2.32 million shares. The sale value was based on an average price of $11.47 per share, while the market price closed at $11.71 on April 2, 2026. This transaction is consistent with Feierstein's historical selling patterns, indicating routine portfolio management rather than a shift in insider sentiment.
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