The David Lin Report · Thursday, July 2, 2026
Chris Galipeau observes a significant trend in asset management towards offering retail investors access to private markets and direct indexing. Franklin Templeton is actively involved in both areas, with their direct indexing product named Candice, indicating strong client interest.
“So I think what we've seen a lot of David in the last six months maybe 12 months is opening opening up the doorway for retail investors to invest in private markets”
“there's been a lot of talk and a lot of enthusiasm from our client base in the United States around direct indexing around tax loss harvesting and generating tax alpha”
“Franklin Templeton's got a world class product there the name is Candice”