Franklin Templeton is a leading provider of retail separately managed accounts (‘SMAs’), with approximately $130B of AUM as of end of 2021.  Their history goes back 40 years, when they started with institutional SMAs, and have expanded into retail SMAs. Over the years the business has grown to encompass several brands managers including Franklin, Templeton, ClearBridge, Western, Royce Investment Partners, Brandywine, Martin Currie, and O’Shaughnessy Asset Management. 

These capabilities offer equity strategies covering the US, international, global, and emerging markets.  On the fixed income side, they offer taxable and tax-exempt strategies across the credit and maturity spectrum.  Also, static and dynamically managed multi-manager single account solutions.  Host of ESG oriented portfolios and customized solutions.