$1.5 Trillion Asset Manager Franklin Templeton Launches Investment Institute
22nd January 2021 | Hong Kong
Franklin Templeton, one of world’s largest asset management firm with $1.5 trillion AUM (Assets under Management), has announced the launch of the Franklin Templeton Investment Institute.
” $1.5 Trillion Asset Manager Franklin Templeton Launches Investment Institute “
The Franklin Templeton Investment Institute is an innovative hub for research and knowledge sharing to unlock the asset manager’s competitive advantage as a source of global market insights and will be led by Stephen Dover, who is the current Head of Equities will be the new Chief Market Strategist and Head of the Franklin Templeton Investment Institute. Terrence Murphy who is the current CEO ClearBridge Investments will take on an additional as Head of Equities for Franklin Templeton.
The appointments will be effective on the 1st of February 2021, and both will report to Jenny Johnson, who is the President and CEO of Franklin Templeton.
Stephen Dover Leads Franklin Templeton Investment Institute
The Franklin Templeton Investment Institute will serve as a center of excellence to harness the firm’s global investment expertise and extensive in-house research capabilities.
Stephen Dover, in his new role as Chief Market Strategist and Head of Franklin Templeton Investment Institute, will continue to provide market insights for the firm and lead the Investment Institute’s operations. He will actively facilitate the sharing of research through multiple channels, including bespoke data analysis, proprietary content and academic partnerships.
Terrence Murphy Leads ClearBridge as CEO, Head of Equities at Franklin Templeton
Terence Murphy will continue as CEO at ClearBridge, an autonomous specialist investment organization within Franklin Templeton. In his new role as Head of Equities of Franklin Templeton, he will also join the Franklin Templeton Executive Committee.
Terence Murphy will oversee Franklin Equity, Franklin Mutual Series, Templeton Global Equity and Edinburgh Partners, Franklin Templeton Emerging Markets Equity, and the Local Asset Management Developed Markets Equity teams, which collectively include over 250 investment professionals managing a broad variety of equity strategies for both retail and institutional clients globally.
Franklin Templeton Acquires Legg Mason in 2020
In July 2020, Franklin Templeton had successfully completed its acquisition of asset manager Legg Mason, growing the firm’s AUM (Assets under Management) to $1.5 trillion at the end of December 2020. Before merging into Franklin Templeton, Legg Mason reported AUM of more than $780 billion at the end of June 2020.
Jenny Johnson, President and CEO of Franklin Templeton
“With these appointments and the launch of the Investment Institute, we are doubling down on what sets our firm apart—unmatched insight and research from experts on the ground in over 70 offices around the globe.
In this time of significant uncertainty, we are uniquely positioned to help clients find signal amid the noise. Whatever the issue, whatever the region, we will marshal diverse perspectives and proprietary analysis to best serve our clients. I am thrilled to have Stephen Dover leading this new effort.
Terrence Murphy has done a phenomenal job at ClearBridge, and I know he will be very effective in this expanded role. More broadly, this appointment demonstrates our commitment to propelling the business forward by harnessing the great talent across our organization.”
Stephen Dover, Chief Market Strategist and Head of the Franklin Templeton Investment Institute:
“The Franklin Templeton Investment Institute brings together our deep research capabilities and global insights to create a hub for knowledge-sharing across the firm’s multiple autonomous specialist investment managers. The ultimate mission of the Investment Institute is to provide research and data-driven insights for our clients to help them navigate the financial markets, armed with the power of our diverse investment expertise.”
Terrence Murphy, CEO ClearBridge Investments and Head of Equities for Franklin Templeton:
“I look forward to working with Franklin Templeton’s equity specialist investment managers to optimize our business for the future,” said Murphy. “In a changing industry, my focus will be on expanding distribution for the equities business and ensuring the investment teams have the right talent pipeline and resources to support future growth and meet client needs.”
About Franklin Templeton
Franklin Resources is a global investment management organization with subsidiaries operating as Franklin Templeton and serving clients in over 165 countries. Franklin Templeton’s mission is to help clients achieve better outcomes through investment management expertise, wealth management and technology solutions. Through its specialist investment managers, the company brings extensive capabilities in equity, fixed income, multi-asset solutions and alternatives.
With offices in more than 30 countries and approximately 1,300 investment professionals, the California-based company has over 70 years of investment experience and approximately $1.5 trillion in assets under management as of 31st of December 2020.
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