Franklin Templeton Investments Corp.

Overview

Franklin Templeton Investments Corp. operates as a multi-faceted investment adviser and broker-dealer that serves both individual/family and institutional clients. The firm combines portfolio management for investment companies and for businesses or institutions with broker-dealer and commodity pool/CTA activity, which supports exposure to both traditional and commodity-linked strategies. Fee arrangements include percentage-of-AUM pricing and performance-based fees, and the firm identifies as an active ESG investor, indicating ESG considerations are incorporated into at least some investment decisions. Strategically, the adviser shows meaningful use of private funds and other pooled vehicles—its most-used asset category is private funds—while also maintaining separate managed account activity. Its organizational roles include acting as sponsor, general partner or managing member of pooled investment vehicles, so the firm not only allocates to third-party alternatives but also structures and runs pooled products directly.

Assets & Accounts

Investments & Alternatives

Location & Offices