GAIN FROM OUR
PERSPECTIVE™
Since 1947, our firm has been dedicated to delivering
exceptional asset management for our institutional, retail,
and high-net-worth clients. By bringing together multiple,
world-class investment teams in a single firm, we’re able to
offer specialized expertise across a full range of asset classes,
supported by the strength and resources of one of the world’s
largest asset managers. This has helped us become a trusted
partner to financial advisors and investors across the globe.
FOCUS ON
INVESTMENT
EXCELLENCE
Our independent teams
with distinct investment
styles and philosophies
are backed by exceptional
research—and supported
by a global platform
that includes active risk
management and rigorous
compliance.
GLOBAL
PERSPECTIVE
SHAPED BY
LOCAL
EXPERTISE
We leverage the firsthand
research and insights of
more than 650 investment
professionals1 around the
world to give investors
access to global
opportunities others
might miss.
STRENGTH AND
EXPERIENCE
GAINED OVER
70 YEARS
We offer clients the
strength and experience
gained from decades
of active management—
and an enduring
commitment to reliable,
personalized service.
Our multiple-manager structure brings together specialized
WHY CHOOSE
FRANKLIN TEMPLETON investment teams with distinct styles to offer clients a full
range of investment capabilities. To give clients around the
INVESTMENTS?
world access to our best products and ideas, our investment
teams are supported by a global platform that includes
rigorous compliance and active risk management.
FOCUS ON INVEST
INVESTMENT VEHICLES
MUTUAL FUNDS
SEPARATELY MANAGED
ACCOUNTS
ETFS
PRIVATE FUNDS
EXTENSIVE INVESTMENT CAPABILITIES
SPECIALIZED INVESTMENT TEAMS
EQUITY
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MULTI-ASSET
Value
Deep Value
Core Value
Blend
GARP
Growth
Convertibles
Sector
Shariah
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Income
Real Return
Balanced/Hybrid
Total Return
Target Date/Risk
Absolute Return
Tactical Asset
Allocation
Managed Volatility
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FIXED INCOME
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Government
Municipals
Corporate Credit
Bank Loans
Securitized
Multi-Sector
Currencies
Sukuk
ALTERNATIVES
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Commodities
Infrastructure
Real Estate
Hedge Funds
Private Equity
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Franklin Equity Group
Franklin Local Asset Management
Franklin Mutual Series
Franklin Real Asset Advisors
Franklin Templeton Fixed Income Group
Franklin Templeton Solutions
Templeton Emerging Markets
Templeton Global Equity Group
Templeton Global Macro
Templeton Private Equity Partners
Darby Private Equity
K2 Advisors
Pelagos Capital Management
GLOBAL INVESTMENT PLATFORM
RESEARCH
PORTFOLIO
COMPLIANCE
TRADING
INVESTMENT RISK
MANAGEMENT
1940
1947
1948
1949
1954
1970
1986
Sir John Templeton
founds Templeton,
Dobrow & Vance, Inc.
Franklin Resources,
Inc. is founded by
Rupert H. Johnson
Franklin Income
Fund is launched,
paying investors
uninterrupted
dividends for
65 years2
Mutual Series
launches Mutual
Shares Fund
Templeton launches
Templeton Growth
Fund, the first global
mutual fund available
to investors
Franklin establishes
fixed income
capabilities to help
investors combat
inflation and provide
further portfolio
diversification
Templeton Global
Bond Fund is
launched to provide
investors with access
to global credit
opportunities
GLOBAL PERSPECTIVE
SHAPED BY
LOCAL EXPERTISE
With more than 650 investment professionals1 in 28 countries
around the world, we are uniquely positioned to look
beyond the largest or most visible securities in each market
to spot smart global investments that meet our rigorous
investment criteria. Our firsthand understanding of local
culture, companies and economies sets us apart as a truly
global partner.
TMENT EXCELLENCE
Our local asset management (LAM)
teams combine deep expertise and
autonomous decision-making with
the global resources of our firm to
develop in-depth insights into the
markets we invest in. By bringing
46
RESEARCH
OFFICES
13
15
GLOBAL TRADING
OFFICES
170
LOCAL ASSET
MANAGEMENT
TEAMS
AMERICAS
Bogota3
Boston
Buenos Aires
Calgary
Coral Gables
Dublin
Fort Lauderdale
Los Angeles
Mexico City
Montreal
Nassau
New York City
Rancho Cordova
Ridgefield Park
Rio de Janeiro
Salt Lake City
San Mateo
Sao Paulo
these insights to the products we offer
in global markets, we can give investors
access to our experts’ best ideas while
maintaining our global quality standards
for compliance, risk management,
trading and investing.
COUNTRIES
SERVED
Short Hills
St. Petersburg
Stamford4
Toronto
Washington, D.C.
Wilmington
EUROPE,
MIDDLE EAST,
AFRICA
Amsterdam
Bratislava
Brussels
Bucharest
Budapest
Cape Town
Dubai
Edinburgh
Florence
Frankfurt
Geneva
Istanbul
Leeds
London
Luxembourg
Madrid
Milan
Padua
Paris
Poznan
Rome
Stockholm
Vienna
Warsaw
Zurich
ASIA PACIFIC
Bangkok
Beijing
Chennai
Ho Chi Minh City3
Hong Kong
Hyderabad
Kuala Lumpur
Melbourne
Mumbai
Seoul
Shanghai3
Singapore
Sydney
Tokyo
1987
1991
1992
1993
1996
1997
2001
Led by Dr. Mark
Mobius, Templeton
begins investing in
emerging markets
and offers the first
emerging markets
equity fund to
US investors
Templeton begins
distributing crossborder SICAV
funds to provide
investors around
the world access
to global market
opportunities
The Templeton and
Franklin organizations
merge in what was
at the time the largest
merger of an
independent mutual
fund company in
history
Franklin Templeton
establishes operations
in India to provide
investment management
services to a large and
fast-growing investor base
Mutual Series,
established in 1949, joins
Franklin Templeton to
expand clients’ access
to their unique, deepvalue style of investing
Franklin Templeton
establishes operations
in South Korea to
provide investors with
a means to access
global markets and
diversify assets
Fiduciary Trust Company
International, established
in 1931, joins Franklin
Templeton to provide
investment management
services to high-net worth
individuals, families and
charitable organizations
STRENGTH AND
EXPERIENCE GAINED
OVER 70 YEARS
We offer clients the strength and experience gained
from decades of active asset management. At Franklin
Resources, Inc. (operating as Franklin Templeton
Investments), our track record of fiscal responsibility
includes conservative balance sheet management
practices, substantial liquid cash and investments, and
access to additional liquidity. Our credit ratings are
among the highest of any asset management company.5
The strength of our firm is reinforced by
a values-driven culture that’s committed
to putting clients first, working with
integrity, building relationships, and
achieving quality results. This clientcentric approach has earned us the
reputation of being one of the most
trusted names in asset management.6
5. For Franklin Resources, Inc.: Standard & Poor’s long-term and short-term ratings are A+ and A-1+.
Moody’s long-term and short-term ratings are A1 and P-1. Ratings do not apply to Franklin Templeton
Investments’ underlying products/funds and are subject to change.
650+
$720.0 billion
8,900+
34
22.8 million
investment professionals1
in assets under management 7
employees worldwide
countries with offices
shareholder accounts
2000
2003
2007
2012
2013
2016
Beginning in 2000,
Franklin Templeton
expands local asset
management capabilities
by opening offices in
Australia, Canada, China,
Malaysia, MENA, United
Kingdom and Vietnam
Darby, established by
former US Secretary of the
Treasury Nicholas F. Brady,
joins Franklin Templeton
to meet the demand for access
to private equity placements
in emerging markets
Between 2007 and 2011,
Franklin Templeton makes
strategic investments and
acquisitions of China JVs,
Vietcombank Fund
Management, Algebra
Capital, Rensburg and
Balanced Equity Management
to further meet the needs of
investors around the world
Franklin Templeton
purchases K2 Advisors,
Inc. and launches
Franklin K2 Alternative
Strategies Fund in 2013 to
offer investors strategies that
can help reduce volatility in
unpredictable markets
Franklin Templeton
expands LAM capabilities
to Mexico and acquires
Pelagos Capital Management,
LLC to provide investors
with greater access to
commodities and managed
futures opportunities
Franklin Templeton launches
Franklin LibertyShares active
and strategic beta ETFs
We believe investors can benefit from the expertise of
THE VALUE OF
PROFESSIONAL ADVICE a financial advisor who can help you define your goals and
needs, then identify investments that meet your financial
objectives. To invest in Franklin Templeton funds or
to learn more about our offerings, please contact your
financial advisor.
Please visit www.franklinresources.com to be directed to your local
Franklin Templeton website.
1. As of 31/12/16. Investment professionals include portfolio managers, portfolio managers/analysts, research
analysts and traders of Franklin, Templeton, Franklin Mutual Series, and subsidiary investment management
groups. 2. Dividends will vary, depending on the fund’s income, and past distributions are not indicative of
future trends. 3. Joint venture partners with Franklin Templeton Investments. 4. Majority ownership interest.
6. Source: Market Strategies International. Cogent Reports™. Advisor Brandscape®; Web survey of 1,390
US-based financial advisors: January–March 2016. 7. As of 31/12/16.
Important Legal Information
This document is intended to be of general interest only and does not constitute legal or tax advice nor is
it an offer for shares or invitation to apply for shares of the Luxembourg-domiciled SICAV. Nothing in this
document should be construed as investment advice. Given the rapidly changing market environment,
Franklin Templeton Investments disclaims responsibility for updating this material.
Opinions expressed are the author’s at publication date and they are subject to change without prior notice.
Subscriptions to shares of the Fund can only be made on the basis of the current prospectus, the relevant Key
Investor Information Document, accompanied by the latest available audited annual report and the latest semiannual report if published thereafter.
The value of shares in the Fund and income received from it can go down as well as up, and investors may not
get back the full amount invested. Past performance is not an indicator or a guarantee of future performance.
Currency fluctuations may affect the value of overseas investments. When investing in a fund denominated in
a foreign currency, your performance may also be affected by currency fluctuations.
An investment in the Fund entails risks which are described in the Fund’s prospectus and the relevant Key
Investor Information Document.
In emerging markets, the risks can be greater than in developed markets. Investments in derivative instruments
entail specific risks that may increase the risk profile of the fund and are more fully described in the Fund’s
prospectus and the relevant Key Investor Information Document.
No shares of the Fund may be directly or indirectly offered or sold to residents of the United States of America.
Shares of the Fund are not available for distribution in all jurisdictions and prospective investors should confirm
availability with their local Franklin Templeton Investments representative before making any plans to invest.
Any research and analysis contained in this document has been procured by Franklin Templeton Investments
for its own purposes and is provided to you only incidentally.
References to particular industries, sectors or companies are for general information and are not necessarily
indicative of a fund’s holding at any one time.
Please consult your financial advisor before deciding to invest. A copy of the latest prospectus, the relevant
Key Investor Information Document, the annual report and semi-annual report, if published thereafter, can be
found on our website www.franklintempleton.lu or can be obtained, free of charge, from Franklin Templeton
International Services S.à r.l. – Supervised by the Commission de Surveillance du Secteur Financier – 8A, rue
Albert Borschette, L-1246 Luxembourg – Tel: +352-46 66 67-1 – Fax: +352-46 66 76.
Issued by Franklin Templeton International Services S.à r.l.
© 2017 Franklin Templeton Investments. All rights reserved. GOFCEE G 01/17