ETFs by Franklin Templeton

Investment Management Since 1986, our deep expertise and global experience has provided clients with investment insights and a range of solutions across asset classes. We believe in the power of value investing. Acting with conviction and discipline, we look beyond short-term, conventional thinking to rigorously pursue long-term value for our clients.

We strive to deliver alpha in every aspect of our business, from generating consistent investment performance, to promoting sustainable business practices, to delivering successful long-term outcomes. We believe investing to make an impact can be achieved through integrating ESG factors into the stock selection process.

• Franklin Equity Group: Leveraging a long history with a focus on in-depth fundamental research, we offer in-depth expertise in managing global, U.S. and sector-specific strategies across the style and capitalization spectrum. Our proximity to Silicon Valley allows us to follow companies across their private to public life cycles, developing further insights into future industry trends and identifying potential disruptors.
• Franklin Income Investors: Proven experience managing multi-asset income strategies for over seven decades, we take a flexible and diversified approach that adjusts to changing market conditions in the pursuit of income opportunities.
• Franklin Templeton Fixed Income: Established in 1970, our economists, analysts, data scientists and portfolio managers work together to manage portfolios across multiple sectors, including municipals bonds, bank loans, high yield, investment grade corporate, securitized, and emerging markets debt. We believe we have found the ‘sweet spot’ that balances quantitative science with fundamentals-based active management, and that this will help us navigate challenging investment environments, generate consistent alpha, and ultimately serve our clients better.
• Franklin Templeton ETF and Index Investments: Tracking global indices is both art and science. Our Portfolio Managers work together to constantly assess the returns, risks, costs and tax consequences of each transaction to generate the best outcome - the highest tax-adjusted returns. Our team leverages deep expertise from decades of experience in global markets, and strives to provide world class indexing solutions via cost-effective, competitive, and consistent investment performance.
• Franklin Templeton Investment Solutions: We translate a wide variety of investor goals into portfolios, powered by Franklin Templeton’s best thinking around the globe. The team includes more than 80 investment professionals, specializing in strategic asset allocation and tactical positioning, fundamental and quantitative research, active integration, and risk management.

Founded in Edinburgh, Scotland in the 19th century, and has been managing global equities since the 1920’s. Today, the firm continues to be headquartered in Edinburgh with offices around the world. We are a global active equity specialist and a Specialist Investment Manager (SIM) within Franklin Resources Inc., one of the world’s largest asset management firms. Our autonomous investment teams focus on providing our clients with differentiated, high-conviction active equity portfolios, and are committed to integrating industry-leading ESG analysis.

Pioneers in small-cap since 1972, we specialize in actively managed strategies that invest in the broad and diverse small-cap universe with unparalleled knowledge and experience gained through more than five decades of investing.

Since 1971, Western Asset has managed risk and sought value in fixed income through multiple business cycles and economic environments. As one of the world’s largest and leading fixed-income managers, we dedicate all resources to active fixed income, seeking to provide superior investment capabilities and service to clients.