A TRUSTED, LONG-TERM PARTNER
IN INVESTMENT MANAGEMENT
At Franklin Templeton Investments, we’re dedicated to one
INVEST WITH
A GLOBAL
LEADER
Since 1947, our firm has been dedicated to delivering
exceptional asset management for individuals, plan sponsors,
institutions and high-net-worth investors. 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 clients across the globe.
goal: delivering exceptional asset management for our clients.
By bringing together multiple, world-class investment teams
in a single firm, we’re able to offer specialized expertise across
styles and asset classes, all supported by the strength and
resources of one of the world’s largest asset managers. This has
helped us to become a trusted partner to millions of individual
and institutional investors across the globe.
Franklin Templeton Investment Corp.
200 King Street West, Suite 1500
Toronto, ON M5H 3T4
(800) 387-0830
www.franklintempleton.ca
www.ftinstitutional.ca
1. As of 12/31/15. Investment Professionals include portfolio managers, portfolio managers/analysts,
research analysts and traders of Franklin, Templeton, Franklin Mutual Series, Franklin Bissett, 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. For Franklin Resources, Inc.: Standard & Poor’s
long-term and short-term ratings are AA- 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. 4. As of 3/31/16.
All investments involve risks, including possible loss of principal. Investors should carefully consider
a fund’s investment goals, risks, charges and expenses before investing. To obtain a simplified
prospectus, which contains this and other information, for any Franklin Templeton fund, talk to your
investment advisor, call us at (800) 387-0830 or visit franklintempleton.ca. Please carefully read
a prospectus before you invest or send money.
© 2016 Franklin Templeton Investments Corp. All rights reserved. GOFCA GE 05/16
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
65 YEARS
We offer clients the
strength and experience
gained from decades
of active management—
and an enduring
commitment to reliable,
personalized service.
FOCUS ON
INVESTMENT EXCELLENCE
GLOBAL PERSPECTIVE
SHAPED BY LOCAL EXPERTISE
We offer a wide range of solutions designed to meet a variety of investment needs and risk
appetites across market cycles and economic environments.
Our strategies are supported by a unified global platform of services which helps to ensure
that each client receives the full benefit of truly global support, as well as access to our
best investment capabilities and thinking.
GLOBAL TRADING
OFFICES
20
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.3
180
RISK MANAGEMENT
OFFICES
COUNTRIES
SERVED
650 +
Our specialized investment 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 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.
investment professionals1
USD 742.6 billion
9,200+
in assets under management 4
A COMPREHENSIVE APPROACH TO MANAGING RISK
EXTENSIVE INVESTMENT CAPABILITIES
FIXED INCOME
MULTI-ASSETS
ALTERNATIVES
Global Equity
Government Bonds
Income
Real Estate
European Equity
Investment Grade Credits
Real Return
Infrastructure
US Equity
High Yield Bonds
Balanced / Hybrid
Private Equity
Asia Pacific Equity
Bank Loans
Total Return
Hedge Funds
Emerging Markets Equity
Emerging Markets Debt
Target Date/Risk
Commodities
Small-Mid Cap Equity
Securitized
Absolute Return
Single Country
Multi-Sector
Tactical Asset Allocation
Currencies
Managed Volatility
A culture of risk management surrounds both our servicing and investment capabilities.
We understand how important risk management is to your investment approach—it is a
fundamental part of our approach as well.
SPECIALIZEDINVESTMENT TEAMS
Templeton
Emerging Markets
Templeton Strategic Emerging
Markets
Franklin Templeton
Fixed Income Group
Templeton Global
Equity Group
Darby Private Equity
Franklin Mutual Series
Franklin Bissett Investment
Management
Franklin Templeton
Solutions
TempletonGlobal Macro
Pelagos Capital Management
35
• Our global network of more than 100 independent
risk specialists.1
25.1 million
T
• Best‐in‐class technology platforms for data analytics
and modeling, portfolio compliance and trade
monitoring and execution that enable seamless
transactions for client portfolios.
K2 Advisors
GLOBAL INVESTMENT PLATFORM
• Senior‐level committees focusing on counterparty risk,
pricing and liquidity and complex securities and derivatives.
Research | Trading | Portfolio Compliance | Investment Risk Management
countries with offices
E
IO
FOL
RT
ON
P O L U AT I
VA
Franklin Real
Asset Advisors
employees worldwide
At Franklin Templeton, we believe that risks should be recognized, rational and rewarded. Our
portfolio managers and research analysts actively assess risk as rigorously as they seek reward.
Risk monitoring spans each stage of the investment life cycle: investment selection, portfolio
construction and ongoing portfolio evaluation. When you partner with us, you can rely on:
IN V E S
S E L E T MEN
CTI
ON
EQUITY
Franklin Local
Asset Management
13
RESEARCH
OFFICES
With more than 650 investment
professionals1 around the world, we are
uniquely positioned to look beyond the
largest or most visible securities in each
market to spot smart investments that
meet our rigorous investment criteria.
Our firsthand understanding of local
culture, companies and economies sets
us apart as a truly global partner.
WORLD‐CLASS INVESTMENT CAPABILITIES
Franklin E
quity Group
46
STRENGTH AND EXPERIENCE
GAINED OVER 65 YEARS
shareholder accounts
P OR T FOLIO
CON
S T R U C T IO N
1940
1947
1948
1949
1954
1970
1987
1988
1991
1992
1993
1996
1997
2000
2001
2002
2007
2007
2012
2013
2016
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, Ltd.
in Canada, the first global
mutual fund available to
investors
Franklin establishes
fixed income capabilities
to help investors combat
inflation and provide further
portfolio diversification
Led by Dr. Mark
Mobius, Templeton
begins investing in
emerging markets
and offers the first
emerging markets
equity fund to
US investors
Templeton Global
Bond Fund launches
in Canada
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 its unique, deep-value
style of investing
Franklin Templeton
establishes operations
in South Korea to
provide investors with
a means to access
global markets and
diversify assets
Franklin Templeton
acquires Calgary-based
Bissett Investment
Management and begins
expanding local asset
management capabilities
in Australia, China,
Malaysia, MENA, United
Kingdom and Vietnam
Fiduciary Trust Company
International, established
in 1931, joins Franklin
Templeton to provide
investment management
services to high-net worth
individuals, families and
charitable organizations
Franklin Quotential Portfolios
launch in Canada and
quickly become the leading
multi-asset, managed
solution for investors seeking
comprehensive, diversified
exposure in one convenient
product
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 LifeSmart™
Portfolios are introduced
in Canada, combining the
benefits of target date and
target risk structures to
offer increased performance
potential and a simplified
investment process for
plan sponsors and their
employees
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 enters
the strategic beta ETF
market with the launch in
the US of Franklin Liberty
Shares in June