Frank Stanton Email & Phone Number

New York, Ny, Us

San Mateo, California, Us

Senior financial writer and product strategist. Responsible for creating the firm’s new white paper series (“Franklin Templeton Thinks”) across stocks, bonds and private markets. Interviews senior portfolio managers to unpack their macroeconomic and security views. Translates lengthy discussions into concise prose and exhibits for institutional and advisor audiences. Self-guided peer content review is critical to elevating thought papers above the competition.

Senior advisor developing green bonds for farmland owners transitioning to organic production. Provide investors with bond-like returns and positive environmental impacts. Pipeline operated 20+ storage and processing facilities devoted to organic grains and oilseeds in North and South America.

New York, Ny, Us

Revamped and re-launched Alger's ESG approach across institutional and retail channels. Collaborated with Alger's senior small-cap portfolio manager to differentiate her strategy from key small-cap fund managers.

Zurich, Ch

Consultative discussions with endowments and foundations about strategic portfolio allocations and new alpha opportunities. • Promoted the firm's novel ESG impact analysis and new Australian agriculture venture at industry conferences, including: Intentional Endowment Network, Council on Foundations, Investment Management Institute, and Agri Investor Forum. • Helped write ‘a revolution in equity investing’ with Dr. Dinah Koehler. Voted best-in-class for impact thought leadership by Big Path Capital in 2015.• Won a US foundation hedge fund mandate by positioning the team’s dynamic allocation approach against two finalists.

Zurich, Ch

Revamped under-realized mutual funds with new pitch book presentations and thought papers. Teased out more logical portfolio construction narratives. Conducted competitor analysis for better positioning with consultants and wealth-management gatekeepers. • Helped the EMD team win its first new US institutional client in 5 years by overhauling their presentation and investment narrative. • Co-wrote a white paper on volatility-driven investing that received CIO Magazine’s 2015 pension industry innovation award.• Drafted new investment narratives for the UBS Hedge Fund Solutions team. Authored a paper on hedge fund trends that was re-purposed for industry advertorials.

Chicago, Illinois, Us

Wearing a sales and marketing hat, helped raise $1 billion across hedge funds, private equity and boutique public-market managers; delivered $450 million in direct sales. Clients: Macquarie infrastructure, Halstatt real estate, Paine & Schwartz private equity, Nikko Asset Management, Equilibrium Capital impact strategies. • An industry expert in private agriculture, facilitated the keynote panel discussion at the 2010 Global Agriculture Investing Conference. Facilitated six agriculture due diligence tours in Australia for pensions and endowments. • Rebuilt marketing collateral and engagement strategies (term sheets, pitch books, thought papers) to open doors for first-time meetings.• Wrote detailed Private Placement Memorandums (PPMs) for hedge funds and private market managers.

Zurich, Ch

Created new product presentations that lead to significant new assets from institutional clients. Some of projects included: • Created a new investment narrative that helped win a $1B Global Tactical Asset Allocation (GTAA) mandate. • Co-wrote a custom DDQ with a foundation CIO, who became the second institutional client in the Dynamic Alpha Strategy. • Wrote and edited a custom proposal from the UBS Investment Bank and Asset Management divisions for a $1B strategic advisory partnership. The pension graded our submission as “one of the best proposals of the group”.

Zurich, Ch

Strategist for Brian Singer’s Global Asset Allocation, Currency and Risk Management team. Explained the team’s core investment philosophy and performance in writing and revamped presentations. • Created a new presentation for the team’s suite of Global Tactical Asset Allocation (GTAA) strategies. One portfolio manager noted it was “light years ahead of anything [we have] in the UK”. • Using the team’s proprietary risk system (self-taught) developed new information graphics that illustrated the team's top-decile risk-adjusted performance. • Compiled a library of competing manager’s products and presentations to better position the team's key strengths with gatekeepers.

Zurich, Ch

Worked directly with senior portfolio managers to rewrite RFP narratives to better highlight their key process and performance edge. • After overhauling the investment narrative for a US Small Cap Value team, UBS won a new $200M mandate from a key consultant.

San Francisco, California, Us

As senior financial writer, worked directly with Strong’s portfolio managers, CEO Dick Strong, and Strong's in-house marketing team. Wrote investor communications for Strong’s mutual funds. Authored financial planning articles for Strong’s quarterly magazine, shareholder letters, product brochures, and direct mail marketing.

Chicago, Il, Us

Morningstar analyst covering stocks, ETFs and mutual funds. Wrote online papers for financial advisors on life-cycle funds, first-generation ETFs, stock stories, portfolio allocations and market events. Interviewed and analyzed senior portfolio managers at leading fund families, including Goldman Sachs. Constructed discounted cash flow (DCF) models for security analysis. • Authored daily analyses of financial markets, the mutual fund industry, and financial planning articles for Morningstar.com. • A noted expert on exchange-traded funds (ETFs), I appeared on CNNfn and Bloomberg TV, and was quoted in publications, including the Wall Street Journal, New York Times, Investor’s Business Daily, Reuters, and Bloomberg.

Bachelor Of Arts, Sociology / Anthropology

Education record