Investing in Innovation: Franklin Focused Growth ETF

Investing in Innovation: Franklin Focused Growth ETF

Innovation is one of the most powerful engines of economic growth. It also creates long-term opportunities for investors seeking unique sources of return. 

This visualization, produced in partnership with Franklin Templeton, explores the evolution of innovation over time and highlights how investors can turn breakthrough technologies into opportunity.

Innovation’s Acceleration

Breakthroughs at the micro level are enabling us to do more with less—unlocking new efficiencies, powering industries, and creating opportunities across the economy.

But what do we mean by “micro level”? Innovation today is often happening at small scales, across three key dimensions:

• Bytes: Advances in artificial intelligence, blockchain, 5G and beyond, and quantum computing
• Atoms: Innovations in nanotechnology, nuclear and fusion energy, extreme ultraviolet (EUV) lithography, and material science
• Genes: Progress in gene editing and silencing, personalized medicine, agricultural biotechnology, and mRNA vaccines

These developments are already impacting billions of lives—and they have the potential to shape how future generations live, work, and thrive.

And innovation shows no signs of slowing down. As the costs of generating data, manipulating atoms, and decoding genes continue to fall, a new wave of breakthroughs—and investment opportunities—is beginning to emerge.

Innovation’s Exponential Growth Phase

Innovation typically follows an S-curve: slow initial adoption, followed by rapid growth, and eventually, maturity.

So where do today’s breakthrough technologies fall on that curve? Many are still in the early stages. Low adoption rates—like gene therapy at 16%, AI at 5%, and GLP-1s at 5%—suggest there’s significant room for growth as these technologies scale and mature.

Investment Opportunities

So how can investors tap into the growth potential of today’s breakthrough technologies?

The Franklin Focused Growth ETF (FFOG) distills the vast innovation landscape into a high-conviction portfolio targeting some of the most promising technologies shaping tomorrow’s economy.

Learn more about the Franklin Focused Growth ETF (FFOG).