Franklin Templeton, Inc. is a global investment management holding company offering a broad range of investment products and services to retail, institutional, and high-net-worth investors worldwide, managing approximately $1.8 trillion in AUM (as of September 30, 2026).

# Franklin Templeton, Inc.

## Company overview
- Franklin Templeton, Inc. (formerly Franklin Resources, Inc.) is a holding company with subsidiaries operating under the Franklin Templeton and related brand names.
- The company’s common stock trades on the NYSE under the ticker symbol BEN and is included in the S&P 500 Index.
- Operating segment: investment management and related services.

## What the company does
- Global investment management organization offering a broad range of investment products and services to retail, institutional, and high-net-worth investors worldwide.
- Products and services are offered under multiple brand names, including Franklin Templeton, Apera, Benefit Street Partners, Benji, Brandywine Global Investment Management, Canvas, Clarion Partners, ClearBridge Investments, Fiduciary Trust International, Franklin, Franklin Mutual Series, K2, Legg Mason, Lexington Partners, MosaiQ, Putnam, Royce, Templeton Global Investments, and Western Asset Management Company.
- Emphasis on investment performance, client service, and technology-enabled solutions, supported by a history of strategic acquisitions.

## Scale and scope
- Assets under management (AUM): approximately $1.8 trillion as of September 30, 2026.
- Global, diversified business providing investment management across asset classes and client types.

## Corporate and brand structure
- Corporate name change: effective August 17, 2026, the corporate name changed to Franklin Templeton, Inc. This change did not affect corporate or capital structure, outstanding shares, or the voting and other rights of stockholders.
- Investment groups organized under the Franklin Templeton framework:
  - Public markets: ClearBridge Investments; Fiduciary Trust; Franklin Equity; Franklin Income Investors; Franklin Templeton Fixed Income; Franklin Templeton Investment Solutions; Putnam Investments; Royce Investment Partners; Templeton Global Investments.
  - Alternatives: Benefit Street Partners; Clarion Partners; Franklin Crypto; Franklin Templeton Digital Assets; Lexington Partners.
  - Capabilities: Canvas by Franklin Templeton.

## Client and product offerings
- Clients: retail, institutional, and high-net-worth investors worldwide.
- Product and service types:
  - Sponsored funds, institutional and high-net-worth separate accounts, retail separately managed account (SMA) programs, sub-advised products, and other investment vehicles.
  - Both registered and unregistered funds.
  - Sub-advisory services provided to certain investment products sponsored by other companies; these may be sold under those companies’ brand names or on a co-branded basis.
- Distribution: products and services are delivered directly to investors and through financial intermediaries.

## Mission and history
- Mission: help clients achieve better outcomes through investment management expertise, wealth management, and technology solutions.
- Founded in 1947, with over 75 years of experience in investment management and client service.
- Strategic emphasis on a globally diversified business with ongoing focus on investment performance, client service, and expanding access across asset classes, regions, and client segments.

## Additional notes
- Operations are subject to laws and regulations in the various jurisdictions where the company operates.

Franklin Resources, Inc., commonly known as Franklin Templeton, is a global investment management organization managing over $1.6 trillion in assets and providing a wide range of investment solutions to retail and institutional clients.

# Summary of Franklin Resources, Inc.

## Company Overview
Franklin Resources, Inc., commonly referred to as **Franklin Templeton**, is a global investment management organization with over **$1.6 trillion** in assets under management (AUM) as of September 30, 2024. The company's core mission is to enhance client outcomes through investment management expertise, wealth management, and technology solutions.

### Operating Segments
Franklin operates in one main segment: **investment management and related services**. The company markets its services under various brand names, including:
- Alcentra®
- Benefit Street Partners®
- Brandywine Global Investment Management®
- ClearBridge Investments®
- Fiduciary Trust International™
- Franklin®
- Legg Mason®
- Templeton®
- Putnam® 
- Western Asset Management Company®

### Services and Products
Franklin offers a diverse range of services and products tailored to retail, institutional, and high-net-worth clients across jurisdictions worldwide, including:
- **Investment Management**: Active and passive strategies across asset classes such as equity, fixed income, alternatives, and multi-asset solutions.
- **Mutual Funds and ETFs**: Both registered and unregistered funds.
- **Separate Accounts**: Institutional and high-net-worth separate accounts.
- **Advisory Services**: Wealth management and customized client solutions.
- **Fund Distribution**: Through third-party financial intermediaries.
  
### Client Base
The company serves a wide array of clients, including:
- Retail investors
- Institutional investors (e.g., pension funds, endowments)
- High-net-worth individuals and family offices

### Personnel
As of September 30, 2024, Franklin Resources employs approximately **10,200** employees across more than **30 countries**. The workforce is diverse, comprising investment professionals, customer service representatives, compliance teams, and technology specialists.

### Financial Performance
- **Total AUM**: Over **$1.6 trillion**
- **Revenue**: Detailed revenue figures were not disclosed, but they are significantly impacted by the level of AUM and the fee structures tied to the various investment products managed.
- **Income**: The specific revenue and net income figures were not provided, but performance, fees, and AUM significantly influence their financial metrics.

### Investments and Strategies
Franklin's investment strategies encompass risk management across various asset types. Their AUM breakdown as of September 30, 2024, includes:
- **Equity**: $632.1 billion (38%)
- **Fixed Income**: $556.4 billion (33%)
- **Alternatives**: $249.9 billion (15%)
- **Multi-Asset**: $176.2 billion (10%)
- **Cash Management**: $64.0 billion (4%)

### Compliance and Regulatory Environment
Franklin is subject to complex regulations across multiple jurisdictions, impacting its investment strategies and management practices. This includes compliance with U.S. federal securities laws, state laws, and regulations in countries where they operate.

### Conclusion
Franklin Resources, Inc. is a well-established global investment management organization focused on delivering a wide range of investment solutions and management services to a diverse set of clients. With significant assets under management, a sizable workforce, and varied investment strategies, Franklin aims to meet evolving client needs while navigating the complexities of the financial market landscape.

FRANKLIN TEMPLETON INC

10-K / November 9, 2026

10-K / November 12, 2024

10-K / November 9, 2026

Franklin Templeton, Inc.

Company overview

What the company does

Scale and scope

Corporate and brand structure

Client and product offerings

Mission and history

Additional notes