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MFWire: Franklin, Templeton, Mutual Series
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Franklin Templeton
1 Franklin Parkway
San Mateo, CA  94403
Google Maps

Main Phone: 800-342-5236
Web Site: http://www.franklintempleton.com

Mutual Fund Brand(s)
Franklin, Templeton, Mutual Series

Research Links
Stock Data: SEC Filings | Yahoo! Quote
  • SEC Fund Filings by CIK

  • Background:
    At the beginning of 2022, Franklin Templeton acquired a quant shop, O'Shaughnessy Asset Management (OSAM). The deal was unveiled in September 2021.

    Rupert Johnson, Sr. founded Franklin Resources as a mutual fund advisor in 1947. Though the NYSE-company has been publicly listed since 1971, it continues to be controlled by the Johnson family. Currently Rupert Johnson sons Charles Johnson and Rupert Johnson, Jr. both serve as co-chairman. Since 2005 Gregory "Greg" Johnson, grandson of the founder, serves as president and CEO.

    Franklin Templeton was formed in 1992 when Franklin acquired international stock picking specialist Templeton, Galbraith & Hansberger in what was then the largest merger of an independent mutual fund company in history valued at $913 million. Sir John Templeton was the founder of TG&H.

    That merger was followed by the purchase Heine Securities Corporation in 1996. Heine was sponsor to the Mutual Series of funds led by famed portfolio manager Michael Price.

    Other deals followed as Franklin purchased Bissett in 2000, Fiduciary Trust in 2001 and Darby in 2003.

    On February 18, 2020, the Franklin team unveiled a $4.5-billion deal to buy another giant asset manager, Legg Mason. The deal closed on July 31, 2020.
    Franklin Templeton logo

    Sponsored Opportunities

    Key People:
    Gregory Johnson
    Chairman, CEO and President, Franklin Resources, Inc.
    Jenny Johnson
    President, Chief Operating Officer, Franklin Resources Inc.
    Charles Johnson
    Ex-Chairman, Franklin Resources, Inc.
    Rupert Johnson
    Vice Chairman, Franklin Resources, Inc.
    Rick Andrews
    Head of International Marketing, Franklin Templeton
    Kenneth Lewis
    Chief Financial Officer, Franklin Resources, Inc.
    John Lusk
    Outgoing Executive Vice President, Investment Management, Franklin Resources
    Craig Tyle
    Executive Vice President, General Counsel, Franklin Resources
    Bill Yun
    Executive Vice President, Head of Alternative Investments, Franklin Templeton
    Charles Johnson
    Director, Former Co-President, Franklin Resources
    Story Archive for Franklin Templeton
    Published On Story Headline Publication
    5/26/2023 Will the Mountain Come to Bob? MFWire.com
    5/24/2023 These Flows Fell By $354B In April MFWire.com
    5/23/2023 With $1.4B, Fido Takes the Active Inflows Lead MFWire.com
    5/16/2023 DFA Leads As Large Firms' Flows Improve By $20.6B MFWire.com
    5/2/2023 Jenny Bets On a Managed Options Specialist MFWire.com
    4/28/2023 One Month, $362B In Inflows MFWire.com
    4/20/2023 Large Firms' Flows Sour By $14B Even As Schwab's Inflows Climb MFWire.com
    3/28/2023 Fidelity Repeats With $31B MFWire.com
    3/27/2023 Passive Inflows Drop $76B, and ... MFWire.com
    3/22/2023 31 of the Most Influential Female Fundsters In 2023 MFWire.com
    3/21/2023 Ahmed Unveils Franklin's First DC Retirement Income Partnership 401kWire.com
    3/17/2023 Schwab Wins Again Despite a Flows Slowdown MFWire.com
    3/13/2023 A $1.4T-AUM Firm Preps a Multi-Asset Income Fund MFWire.com
    3/1/2023 Victory Leads As Mr. Market Smites Most Fund Firms MFWire.com
    2/27/2023 JPMAM Threepeats With $6B MFWire.com
    2/16/2023 With $5.2B, Schwab Threepeats MFWire.com
    2/15/2023 Jenny Johnson Picks an M&A Chief MFWire.com
    2/1/2023 Mr. Market Boosted Fund Firms By 9 Percent In January MFWire.com
    1/31/2023 A $151B Quarter Almost Reverses a Rough Year MFWire.com
    1/25/2023 Franklin Preps a $68MM-AUM Transformation MFWire.com
    1/24/2023 In 2022, Mr. Market Took a 20-Percent Bite Out of Fund Firms, But ... MFWire.com
    1/19/2023 Schwab Dominates, Raking In $38B MFWire.com
    12/28/2022 With $18B, a Fund Firm Repeats Its Money Fund Win MFWire.com
    12/27/2022 Passive Inflows Fall $40B As Active Outflows Rise 47-Fold MFWire.com
    12/16/2022 11 Months, $205B In Outflows MFWire.com
    11/29/2022 75 Years, $1.3T In AUM MFWire.com
    11/15/2022 Large Firms Dominate October Outflows MFWire.com
    11/15/2022 50 Years, $10B In AUM, and 11 Funds MFWire.com
    11/10/2022 An MF National Accounts Exec Joins a PE Giant MFWire.com
    11/7/2022 Invesco and 15 Other Firms Win Big In NYC MFWire.com
    10/25/2022 Net Active Flows Worsen By $67B MFWire.com
    10/18/2022 Nine Percent of Large Firms Net Inflows MFWire.com
    10/6/2022 2022's Seven Most Powerful Women In Asset Management MFWire.com
    10/4/2022 Mr. Market Took Fund Firms Down 13 Percent In September, But ... MFWire.com
    9/28/2022 Schwab Leads With $19.9B MFWire.com
    9/27/2022 11 Fund Firms Close In On These Awards MFWire.com
    9/26/2022 Net Active Flows Improve By $26B MFWire.com
    9/19/2022 These Firms' Flows Improved By $26B In Two Months MFWire.com
    9/16/2022 For a $2B-AUA 403b Biz, a DC I-O Teams Up 401kWire.com
    9/14/2022 14 Fund Firms Win Big In NYC MFWire.com
    8/15/2022 Schwab's Inflows Triple to $4.605B MFWire.com
    7/27/2022 Passive Inflows Fall By $42B; Active Outflows Fall By $19B MFWire.com
    7/25/2022 Week In Preview, July 25 - July 31 MFWire.com
    7/20/2022 Large Firms Account For All the Industry's 2022 Net Outflows MFWire.com
    7/13/2022 Say Goodbye to a Six-Year-Old ETF Brand MFWire.com
    6/29/2022 Fund Firms React to Roe v. Wade's Demise MFWire.com
    6/23/2022 Passive Funds Bounce Back By $74B MFWire.com
    6/14/2022 Schwab Repeats As $2.226B Flows In MFWire.com
    6/2/2022 Mister Market Smiled On Fund Firms In May MFWire.com
    6/1/2022 A $76B-AUM Firm Adds a DC I-O Leader 401kWire.com
    5/20/2022 Only One-Eighth of Large Firms Net Inflows MFWire.com
    5/18/2022 Alts In 401k Managed Accounts? A DC I-O Giant's Chief Sees Opportunity 401kWire.com
    5/17/2022 What Is This $1.5T-AUM Titan's Chief Hunting For? MFWire.com
    5/3/2022 Most Fund Firms Felt Mister Market's April Pain MFWire.com
    4/25/2022 A $113B Active Flows Collapse MFWire.com
    4/13/2022 Industry Flows Fall 36 Percent, Despite a 21-Percent Jump For Titans MFWire.com
    3/22/2022 Inflows Fall $97B, Mostly Due to Active Funds MFWire.com
    3/14/2022 Industry Flows Rebound Fivefold to $48B, But ... MFWire.com
    3/3/2022 Mister Market Is Hitting Fund Firms Harder In 2022, But ... MFWire.com
    2/25/2022 Passive Inflows Plunge By $74B, And ... MFWire.com
    2/8/2022 The 41 Best Fund Firms For LGBTQ+ Workers MFWire.com
    1/31/2022 Week In Preview, January 31 - February 6 MFWire.com
    1/28/2022 Franklin Builds a Managed Account Path With a 2nd RKer 401kWire.com
    1/27/2022 SSGA Leads As Passive Inflows Rise 60 percent MFWire.com
    1/5/2022 Victory, Virtus, Franklin, and Voya Each Seal Deals MFWire.com
    12/15/2021 Franklin Preps a Two-Fund, $253MM-AUM Transformation MFWire.com
    12/9/2021 23 Fund Firms Win Big MFWire.com
    12/2/2021 A $1.5T-AUM Titan Teams Up to Support Small Plans 401kWire.com
    11/11/2021 Franklin, JPMAM, Clark, and Horizon Win Big MFWire.com
    11/3/2021 A McKinsey Vet Joins a $1.5T-AUM Firm MFWire.com
    9/30/2021 Franklin Buys a $6.4B-AUM Shop MFWire.com
    8/27/2021 Active Inflows Fall 40 Percent, and Passive Falls, Too, But ... MFWire.com
    8/13/2021 A Managed Account Shop GOEs With Franklin 401kWire.com
    7/21/2021 There Is No Silver Bullet Or Flying Pink Unicorn 401kWire.com
    7/13/2021 After 34 Years With Franklin, a Senior Exec Joins a Faith-Based Shop MFWire.com
    7/13/2021 Franklin Partners With a Participant Engagement Specialist 401kWire.com
    6/24/2021 What Will AI Mean For AM? A Fund Titan's Chief Predicts MFWire.com
    4/19/2021 Passive Inflows Rise 25 Percent, But ... MFWire.com
    3/23/2021 Fidelity and Vanguard Led the Way In February MFWire.com
    3/18/2021 Two Rise As a Titan's Ex-CMO Exits MFWire.com
    3/17/2021 Franklin Teams Up For a Fin Wellness Guide 401kWire.com
    3/15/2021 MF and ETF Inflows Quintuple MFWire.com
    3/12/2021 100 Fund Firms Win Big, With Morgan Stanley Leading the Pack MFWire.com
    3/12/2021 The Pandemic Hasn't Dispelled Mister Market's Love of Fund Firms MFWire.com
    2/3/2021 A Franklin Boutique Lifts Out a $2.7B-AUM Team MFWire.com
    1/19/2021 2020 Inflows Fell, But Giants' Dominance Grew MFWire.com
    1/6/2021 Vestwell GOEs Into Managed Accounts 401kWire.com
    1/4/2021 A Nine-Year Legg C-Suiter Exits MFWire.com
    11/4/2020 Jenny Johnson Predicts More DC Customization 401kWire.com
    10/26/2020 15 Years In, a Franklin Leader Shifts MFWire.com
    9/24/2020 Next Up: Franklin Templeton's Managed Account Alliance 401kWire.com
    9/15/2020 JPMAM Takes the Lead As Titans' Inflows Slip Again MFWire.com
    9/9/2020 A 24-Year Franklin Vet Exits MFWire.com
    9/9/2020 East and West Coast Johnsons' Fortunes Diverge MFWire.com
    9/3/2020 Dimon, Hobson, and Johnson Headline As a Conference Shifts MFWire.com
    8/21/2020 Active Inflows Fall 58 Percent MFWire.com
    8/20/2020 An Active Giant's ETF Biz Crosses $10B MFWire.com
    8/14/2020 Inflows Fall 41 Percent MFWire.com
    7/29/2020 Johnson Picks Franklin's Post-Merger Distro Chief MFWire.com
    7/21/2020 Is a $1.4T-AUM Titan Almost Here? MFWire.com
    7/16/2020 Titans' Inflows Climb Another 85 Percent MFWire.com
    6/3/2020 More MF Chiefs Speak Up As BLM Protests Continue MFWire.com
    6/3/2020 Leafhouse and Stadion Team Up With a Robo RKer 401kWire.com
    5/27/2020 After a Viral Confrontation Video, Franklin Fires a PM MFWire.com
    5/18/2020 PGIM's Fiore Hires In the Southeast 401kWire.com
    4/29/2020 Will Warren and AOC Delay This Mega Merger? MFWire.com
    3/17/2020 A Very Bad Monday MFWire.com
    3/16/2020 Inflows Plunge By 69 Percent MFWire.com
    3/10/2020 The 33 Most Influential Women In the U.S. Fund Biz MFWire.com
    3/9/2020 Asset Managers Slip As the NYSE Circuit Breaker Trips MFWire.com
    3/6/2020 170 Fundsters Gather As 92 Fund Firms Win Big MFWire.com
    2/28/2020 As Markets Swoon, Asset Managers Fall Nearly 12 Percent MFWire.com
    2/20/2020 When Greg Met Joe MFWire.com
    2/18/2020 Franklin Buys an $806B-AUM Rival MFWire.com
    1/23/2020 JPMAM Keeps Its Lead MFWire.com
    1/15/2020 The $183B Year MFWire.com
    1/13/2020 Fundsters Added $3.9T In AUM Last Year MFWire.com
    12/19/2019 A Bank's Active Funds Lead MFWire.com
    12/12/2019 While Active Outflows Vanish, BlackRock Three-Peats MFWire.com
    11/21/2019 Greg Johnson Passes the Reins MFWire.com
    11/12/2019 Passive Inflows and Active Outflows Both Fall MFWire.com
    10/21/2019 Passive Inflows Double In Two Months MFWire.com
    10/15/2019 A $692B-AUM AM Incubates Fintech MFWire.com
    10/14/2019 BlackRock Retakes the Lead, But ... MFWire.com
    10/8/2019 The Eight Richest U.S. Fundsters Are ... MFWire.com
    10/2/2019 A 10-Year Franklin Vet Joins Transamerica 401kWire.com
    9/26/2019 Matthews, 361, and JPMAM Win Big In Chi-Town MFWire.com
    9/24/2019 Lord Abbett Takes the Active Lead MFWire.com
    9/17/2019 Active and Passive Both Suffered Billions In August Outflows MFWire.com
    9/16/2019 Jenny Johnson Advises a VC MFWire.com
    8/19/2019 Active Outflows Disappear As Passive Inflows Fall MFWire.com
    8/12/2019 One Fund Firm's Inflows Fall $38B In a Month MFWire.com
    8/9/2019 The Fundster 401k Roundup, June 14-August 9 MFWire.com
    8/6/2019 A Rough Week? How About a Rough 12 Months? MFWire.com
    8/2/2019 A 20-Year Invesco Vet Joins Franklin Templeton 401kWire.com
    7/25/2019 A Franklin Templeton Alum Joins T. Rowe 401kWire.com
    7/22/2019 Pimco and BlackRock Win In June MFWire.com
    7/15/2019 The Three ETF Titans Crushed It In June MFWire.com
    6/13/2019 The Leviathan Recovers the Pole Position MFWire.com
    6/6/2019 After Seven Years, a Retirement Plan Strategist Leaves Franklin 401kWire.com
    5/29/2019 Ahmed Hunts As Brown Hires From Within 401kWire.com
    5/20/2019 Fidelity Both Won and Lost Last Month MFWire.com
    5/13/2019 Another Titan Breaks the Flows Duopoly MFWire.com
    4/23/2019 A Midwestern Shop Leads the Active Pack MFWire.com
    4/15/2019 The Largest Firms Gobble 98 Percent of Flows MFWire.com
    3/19/2019 Bogles' Bunch Dominates Both Sides MFWire.com
    3/12/2019 Passive Inflows Drive February Growth MFWire.com
    3/8/2019 T. Rowe, Fidelity, Pimco and OpFunds Crush It In Gotham MFWire.com
    3/7/2019 2019's Richest Fundsters Are ... MFWire.com
    2/21/2019 Flows Rebound, and Vanguard Retakes the Lead MFWire.com
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