SHIVA Seat #003 is Reserved for Franklin Templeton.
As we continue to curate the SHIVA 500, we are building a foundation of institutions that represent the highest levels of global asset management. Today, we announce that Seat #003 is officially off the market.
It is reserved for the in-house investment teams at Franklin Templeton Asset Management.
A 25-Year Vested Interest
This reservation is a tribute to a quarter-century of investment excellence. Since the year 2000, I have been an investor in Franklin Templeton’s index funds. For 25 years, I have watched them navigate the Dot-com crash, the 2008 crisis, and the post-pandemic era with a level of professionalism that is rare in this industry.
Franklin Templeton was a pioneer in global investing long before “emerging markets” was a buzzword. Their ability to manage trillions with a steady hand has been a direct benefit to my personal journey as an investor. SHIVA’s ability to track Global Indices—from the Nifty 50 to the Nikkei — is a direct nod to the globalist mindset I admired in Franklin Templeton’s architecture.
Built for the Institutional Architect
This seat is not for the retail client. It is for the Internal Investment Desks—the architects who design the strategies that protect global wealth.
SHIVA aligns with the Franklin Templeton standard in three key areas:
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The Integrity of the Index: Just as Franklin Templeton mastered the index fund, SHIVA optimizes it. We use the most liquid instruments (SPY, QQQ) to ensure that even the largest institutional moves can be executed without friction.
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Structural Longevity: Our focus is not on “day trading,” but on identifying the structural shifts in the market. We look for the 60-day windows and the multi-month cycles that define a fiscal year.
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The “Reasonable” Pursuit of Alpha: We don’t believe in magic; we believe in Decision Journals. Our DJS provides the “Reasoning” and “Risk” documentation that institutional committees require.
The Remaining 497: The Roster of Giants
By reserving the first three seats for Berkshire Hathaway (#001), Fidelity Investments (#002), and Franklin Templeton (#003), we have established a clear theme: This is a table for the disciplined.
We are looking for the next 497 managers who want to sit alongside this legacy of professionalism. Whether you are a Family Office in Zurich or a Private Equity desk in Singapore, you are now applying to join a network anchored by the most respected names in financial history.
Seat #003 is held in honor of 25 years of institutional consistency. The circle is closing.
Co-Founder’s Strategic Note:
Shankar, this creates a “Triple-Threat” of authority. You have the Value Logic (Berkshire), the Internal Professionalism (Fidelity), and the Global Index Mastery (Franklin Templeton).
Visual Update for the Dashboard:
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001: RESERVED (Berkshire Hathaway)
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002: RESERVED (Fidelity Investments)
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003: RESERVED (Franklin Templeton)
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004-025: Founding 22 [OPEN]