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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:
    On January 1, 2024, Franklin Templeton bought Putnam Investments from Great-West Lifeco. The deal is part of a new strategic partnership between Franklin, Great-West, and Power (Great-West's parent).

    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, Darby in 2003, and O'Shaughnessy Asset Management (OSAM) in 2022.

    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
    5/24/2024 SEC Mostly Clears the Way For 8 Ether ETPs MFWire.com
    5/20/2024 Passive Flows Plunge By $70B MFWire.com
    5/14/2024 April Breaks Funds' Five-Month, $279B Inflows Streak MFWire.com
    5/7/2024 A Putnam Veteran and Former Empower Leader Joins Lazard 401kWire.com
    4/24/2024 Despite a $12B Drop, Active Inflows Continue MFWire.com
    4/19/2024 Titans' Inflows Rise By $68B MFWire.com
    3/27/2024 Schwab Pulls Ahead With $10.4B MFWire.com
    3/26/2024 Active Inflows Return After a 28-Month Gap MFWire.com
    3/12/2024 Five of 2024's Most Sustainable Fund Firms MFWire.com
    2/27/2024 Active Outflows Shrink By 96 Percent, And ... MFWire.com
    2/22/2024 Near Tampa, a 26-Year Franklin Templeton Vet Exits MFWire.com
    2/21/2024 Fido Pulls Ahead With $13.09B MFWire.com
    1/30/2024 These Funds Made a $1.025T 2023 Comeback MFWire.com
    1/26/2024 December Was a $118B Passive Month MFWire.com
    1/22/2024 The $443.748B Comeback MFWire.com
    1/17/2024 Nine of the Most Responsible Fund Firms Are ... MFWire.com
    1/10/2024 Spot Bitcoin ETPs Will Arrive Tomorrow MFWire.com
    1/2/2024 Great-West Sells Putnam, As Planned MFWire.com
    12/27/2023 Expect a $925MM Deal to Close Soon MFWire.com
    12/19/2023 Money Funds Bounce Back With $185B MFWire.com
    12/18/2023 Passive Inflows Jump Fivefold MFWire.com
    12/13/2023 With $29.98B, BlackRock Dominated In November MFWire.com
    11/29/2023 $31.6B In Outflows Break a 12-Month Streak MFWire.com
    11/28/2023 Active Outflows Grow By $23.4B, But ... MFWire.com
    11/17/2023 BlackRock Takes the Lead With $4.33B MFWire.com
    11/6/2023 Seven Years In, a $51MM-AUM Fund Transforms MFWire.com
    10/31/2023 $1.126T In a Year MFWire.com
    10/30/2023 Week In Preview, October 30 - November 5 MFWire.com
    10/26/2023 Vanguard and JPM Repeat Their Flows Victories MFWire.com
    10/20/2023 JPM Leads With $47B MFWire.com
    10/19/2023 19 Fund Firms Win Big In the Second City MFWire.com
    10/4/2023 The Nine Richest U.S. Fundsters In 2023 MFWire.com
    9/28/2023 These Inflows Jumped $94B In a Month MFWire.com
    9/28/2023 Six of 2023's Most Powerful Women In Asset Management MFWire.com
    9/27/2023 Active Outflows Climb 41 Percent In a Month, And ... MFWire.com
    9/20/2023 With $1.998B, Schwab Regains the Lead MFWire.com
    8/24/2023 JPMAM Flows Jump $27B MFWire.com
    8/16/2023 Goldman Leads With $854MM MFWire.com
    8/3/2023 A $54B-AUM Boutique's 2nd ETF Debuts MFWire.com
    7/28/2023 The $597B Half-Year MFWire.com
    7/20/2023 Schwab Dominates As Large Firm Outflows Shrink By 89 Percent MFWire.com
    6/29/2023 JPMAM Leads a $145B Rebound MFWire.com
    6/21/2023 Bridge Builder's Inflows Triple As Large Firms' Outflows Rise MFWire.com
    6/1/2023 How Much Will a $136B-AUM Deal Boost Franklin's DC I-O Biz? 401kWire.com
    5/31/2023 The Mountain Comes to Bob. Jenny Makes the Deal MFWire.com
    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
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    1. MFDF webinar - Lessons Learned from the Regional Bank Volatility and the Impact on Registered Funds, June 18
    2. IMEA webinar - Snapshot on the Talent Landscape, June 18
    3. 2024 MMI National Accounts Roundable, June 18
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    6. New York YPEM Cornhole Classic, June 25
    7. Celebrating 100 Years of the Mutual Fund, June 25
    8. 2024 MMI Institutional Roundtable, June 26
    9. Morningstar Investment Conference Conference 2024, Jun 26-27
    10. WE PNW Seattle - Pickleball and Networking, June 27
    11. Celebrating 100 Years of the Mutual Fund, July 11
    12. MFDF webinar - Mid-Year Tax Update for Registered Investment Companies, July 16
    13. MFDF Director Discussion Series - Open Forum via Zoom, July 17
    14. MFDF Director Discussion Series - Open Forum (New York), July 23
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    16. MFDF Continuing Regulatory Impacts on Fund Boards program, October 15
    17. 2024 MMI Annual Conference, Oct 15-17
    18. IMEA Philanthropic Day, October 22
    19. IMEA Leadership Summit, October 23
    20. IMEA Star Awards Celebration, October 23
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    26. MFDF 2025 Fund Governance & Regulatory Insights Conference, March 6 - 7, 2025




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