Franklin Resources Investor Relations Material

Franklin Resources, Inc., operating as Franklin Templeton, is an American investment management organization with multinational operations. It provides a range of investment and wealth management services, including mutual funds, pension plans, and institutional and private wealth management solutions. It is headquartered in San Mateo, California, and its shares are listed on the NYSE.

Franklin Templeton was founded in 1947 in New York by Rupert Johnson who named it after Benjamin Franklin, and initially operated as a traditional retail mutual fund company. During the 70s and 80s, the company saw significant growth under the leadership of Charles Johnson, Rupert’s son. During the first half of the 1980s, the company increased its assets under management by roughly 100% every single year. It also expanded its offerings and began to diversify its investment portfolios and Franklin made several key acquisitions that expanded its global reach. In 1992, it acquired Templeton, Galbraith & Hansberger Ltd., a move that significantly bolstered its international investment capabilities and gave the company the name it currently operates under.

At its core, Franklin Templeton specializes in managing investment funds, which include mutual funds, institutional funds, and other pooled investment vehicles. The company provides investment management and advisory services to clients across various asset classes such as equities, fixed income, and alternative investments. Their investment approach combines individual stock selection, sector allocation, and macroeconomic analysis, aiming to deliver risk-adjusted returns over the long term. Some similar companies to Franklin Templeton listed on public exchanges are The Carlyle Group, KKR, and Apollo Global Management.

The company offers a diversified range of investment products. These include traditional mutual funds, sector-specific funds, target-date retirement funds, and ETFs (Exchange-Traded Funds). Additionally, Franklin Templeton has expanded into alternative investments, offering products in areas like real estate, hedge funds, and private equity, catering to a broader range of investors and risk appetites.