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Why Franklin Templeton?
Franklin Templeton is a global leader in asset management with more than seven decades of experience. Our tax-free income investment offerings include two specialized investment managers, Franklin Templeton Fixed Income and Western Asset—each having extensive expertise in identifying opportunities and risks in the municipal bond space. Together, we offer a comprehensive line-up of municipal bond SMA options to help investors meet their goals.
Franklin Templeton Fixed Income and Western Asset combined muni capabilities include:
90+
years of combined muni experience
$87+ billion
total municipal bond assets (USD)
40+
investment professionals
20+ years
average investment professional experience
20+
municipal bond SMA offerings
As of December 31, 2024.
Benefits of professional municipal bond management
Consider these four ways that a professional fixed income manager can add value to a municipal portfolio. Download our brochure for more details.
Access to inventory
Franklin Templeton Fixed Income and Western Asset have the scale to ensure access to a wide range of municipal securities when inventories are relatively low.
Institutional pricing advantage and buying power
High-volume institutional buyers can access wholesale pricing for municipal bonds, unlike an individual investor.
Inefficient municipal markets require active management
The muni bond market is vast in size and complex, with a fragmented trading system making it difficult to navigate.
Insight across the municipal credit spectrum
In-depth research from professional managers covers every level of the market.
High level of service
Franklin Templeton offers a range of services designed to assist you and your clients, ensuring a quality experience.
Dedicated service team
Our SMA specialists and investment specialist teams are here to help you expand your value and deepen client relationships.
Portfolio analysis
A host of tools that gives perspective on how your client's portfolio can perform in one of our strategies. These include hypotheticals, proposals and municipal bond reviews.
Simple and transparent onboarding process
During the onboarding process, our goal is to help ensure a seamless transition to our muni SMA platform.
Our strategies
We offer a range of municipal bond strategies to fit your clients' long-term investment goals, objectives and risk tolerance.
Additional resources
Municipal bond separately managed accounts
See the benefits of professional muni bond management, including institutional pricing and buying power.
Western Asset municipal update
See what our managers think about the state of the muni market.
Western Asset Municipal Opportunities Portfolios
Learn more about this strategy, which seeks to provide high tax exempt income and total returns.
Scenarios meet solutions
Here are three distinct scenarios and investment solutions that we believe most appropriate for a variety of potential market outcomes.
Market perspectives
Ready to get started?
Call your Franklin Templeton Internal Sales Consultant at (800) DIAL-BEN / 342-5236.
What are the risks?
All investments involve risks, including possible loss of principal.
Fixed income securities involve interest rate, credit, inflation and reinvestment risks, and possible loss of principal. As interest rates rise, the value of fixed income securities falls. Liquidity risk exists when securities or other investments become more difficult to sell, or are unable to be sold, at the price which they have been valued. Active management does not ensure gains or protect against market declines. Portfolios focused on a single state are subject to greater risk of adverse economic and regulatory changes than a geographically diversified portfolio.
IMPORTANT LEGAL INFORMATION
Separately Managed Accounts (SMAs) are investment services provided by Franklin Templeton Private Portfolio Group, LLC (FTPPG), a federally registered investment adviser. Client portfolios are managed based on investment instructions or advice provided by one or more of the following Franklin Templeton affiliated sub-advisers: Western Asset Management, LLC. Management is implemented by FTPPG, the designated sub-adviser or, in the case of certain programs, the program sponsor or its designee.
This material is intended to be of general interest only and should not be construed as individual investment advice or a recommendation or solicitation to buy, sell or hold any security or to adopt any investment strategy. It does not constitute legal or tax advice.