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MFWire: Franklin, Templeton, Mutual Series
MUTUAL FUND FAMILY PROFILES [BETA]
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Franklin Templeton
1 Franklin Parkway
San Mateo, CA  94403
Google Maps

Contact
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

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    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 Global 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
    5/20/2022 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
    2/1/2019 ETF Titans Lead an Award Race MFWire.com
    1/31/2019 Who Gained Market Share In 2018? MFWire.com
    1/28/2019 Week In Preview, January 28-February 3 MFWire.com
    1/25/2019 Expect Miracles Takes Manhattan For a Fifth Time MFWire.com
    1/18/2019 Only Five Behemoths Netted December Inflows MFWire.com
    1/17/2019 Only Two Firms Added More Than $10B In 2018 MFWire.com
    12/24/2018 Passive Inflows and Active Outflows Rise MFWire.com
    12/19/2018 Asset Managers Fall 31 Percent MFWire.com
    12/17/2018 BlackRock Catapults Back to the Lead MFWire.com
    11/27/2018 Vanguard Simultaneously Won and Lost Last Month MFWire.com
    11/26/2018 Week In Preview, November 26-December 2 MFWire.com
    11/19/2018 Two-Thirds of the Giants Suffer Outflows MFWire.com
    11/14/2018 As One 32-Year Franklin Vet Departs, Another Steps Up MFWire.com
    10/26/2018 Franklin Buys an Alt Credit Specialist For $683MM Up Front MFWire.com
    10/17/2018 New Lens: Active vs Passive Winners MFWire.com
    10/11/2018 Bad Day? Asset Managers Are Having a Bad Year. MFWire.com
    10/10/2018 SSgA Rebounds, and Vanguard's Flows Double MFWire.com
    10/10/2018 Aberdeen Standard's STAR Shines In Chi-Town MFWire.com
    10/1/2018 Week In Preview, October 1-7 MFWire.com
    9/14/2018 GSAM Roars, and BlackRock Retakes the Lead MFWire.com
    8/13/2018 Flows Brighten, and Passive Titans Lead MFWire.com
    7/23/2018 Week In Preview, July 23-29 MFWire.com
    6/29/2018 There's a New Reigning Champ Among Fund Firms MFWire.com
    6/25/2018 Week In Preview, June 25-July 1 401kWire.com
    6/11/2018 Week In Preview, June 11-17 401kWire.com
    5/30/2018 BlackRock Beat Vanguard Last Month MFWire.com
    5/18/2018 The Fund Firm With the Best Advisor Rep Is ... MFWire.com
    5/7/2018 Week In Preview, May 7-13 MFWire.com
    4/27/2018 As Long-Term Flows Rebound, Vanguard Keeps the Lead MFWire.com
    4/23/2018 Week In Preview, April 23-29 401kWire.com
    3/27/2018 Even Vanguard and BlackRock Took a Flows Hit MFWire.com
    3/23/2018 Franklin Makes a Not-So-Random Hedge Fund Shop Deal MFWire.com
    3/20/2018 T. Rowe, Fido, and PrimeCap Lead This Pack MFWire.com
    3/9/2018 2018's Richest Fundsters Are ... MFWire.com
    2/28/2018 Nuveen, Vanguard, T. Rowe, and Fidelity Dominate in the Big Apple MFWire.com
    2/26/2018 Despite a Shift, Passive Titans Still Dominated January Flows MFWire.com
    1/29/2018 Week In Preview, January 29-February 4 MFWire.com
    1/25/2018 Two Fund Firms, One $555B Year MFWire.com
    1/25/2018 SSgA Had a Great December MFWire.com
    1/22/2018 Week In Preview, January 22-28 401kWire.com
    1/18/2018 Franklin's Nine-Figure Deal Across the Pond Brings Back a Templeton Vet MFWire.com
    1/5/2018 Greg Johnson Bids Adieu to a Franklin Legend MFWire.com
    1/3/2018 A 30-Year Columbia Vet Helps Launch a Private Wealth Group MFWire.com
    12/21/2017 Even Vanguard and BlackRock Slowed Down a Bit MFWire.com
    12/4/2017 Week In Preview, December 4-10 MFWire.com
    11/27/2017 Guggenheim Rocks October as Two Titans Keep Gobbling MFWire.com
    11/7/2017 Franklin's New Global Distro Chief Hunts for a Key Hire MFWire.com
    10/30/2017 Week In Preview, October 30-November 5 MFWire.com
    10/20/2017 The Vanguard-BlackRock Show Continued In September MFWire.com
    10/18/2017 At $16B, the Richest Fundster Is ... MFWire.com
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    1. 2022 ICI Leadership Summit, May 25-26
    2. ALFI Roadshow to New York, May 25
    3. 2022 IDC Fund Directors Workshop, May 26
    4. Irish Funds Annual Global Funds Conference 2022, May 30-31
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    14. MFDF In Focus: Capitol Hill, A Conversation with Congressman Bryan Steil, June 28
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    17. MFDF Director Discussion Series - Open Forum (New York), July 20
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