FRANKLIN TEMPLETON INVESTMENTS CORP.
Adviser information for FRANKLIN TEMPLETON INVESTMENTS CORP. last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | SEPTEMBER |
| Legal Location | Canada |
Employees
| Total Number of Employees | 204 |
|---|---|
| Investment Advisory/Research | 27 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 133 | $14.4B |
| Non-Discretionary | 1 | $11.6M |
| Total | 134 | $14.4B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | <5 | $11,095 |
| Banking or thrift institutions | 36 | $0 |
| Investment companies | 3 | $262.9M |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 60 | $11.5B |
| Pension and profit sharing plans | <5 | $10.1M |
| Charitable organizations | 9 | $201.6M |
| State or municipal gov entities | <5 | $308.8M |
| Other investment advisers | <5 | $11.6M |
| Insurance companies | 10 | $142.0M |
| Sovereign wealth funds and foreign official institutions | <5 | $473.9M |
| Corporations or other businesses | 32 | $1.5B |
| Other | 14 | $51.4M |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 38 |
| No. of Non-U.S. Clients | 95 |
Services
| Advisory Services | Portfolio management for investment companiesPortfolio management for businesses or institutional clientsPORTFOLIO MANAGEMENT FOR FUNDS AND INSTITUTIONAL CLIENTS THAT ARE NOT UNITED STATES RESIDENTS |
|---|---|
| Compensation | % of AUMPerformance-based fees |
| Other Business Activities | Broker-dealerCommodity pool operator or commodity trading advisor |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 11.9M |
| Both for Same | 0 |
| Portfolio Manager to Program | Sponsor |
|---|---|
| SUMMIT | SCOTIAMCLEOD |
| VISTA | ATB |
| PREMIER MANAGED PORTFOLIOS | TD WATERHOUSE |
| PARTNERS | RAYMOND JAMES & ASSOCIATES, INC. |
| A+ | RBC CAPITAL MARKETS CORPORATION |
| ARCHITECT | BMO NESBITT BURNS SECURITIES LTD. |
| MANULIFE | INVESTORGS GROUP |
| AMBASSADOR | NATIONAL BANK OF CANADA FINANCIAL INC. |
| SIGNATURE SERIES | RICHARDSON WEALTH (USA) LIMITED |
| ICS | CIBC WOOD GUNDY SECURITIES CORP. |
| VINTAGE | INDUSTRIAL ALLIANCE SECURITIES INC. |
| ACCESS | RBC CAPITAL MARKETS, LLC |
| DARWIN | DESJARDINS SECURITIES INTERNATIONAL INC. |
Principal Office
200 KING STREET WESTSUITE 1500
TORONTO (ONTARIO)
Canada
Monday - Friday, 8:00 A.M. TO 6:00 P.M.
Tel: 416-957-6000, Fax: 416-364-1163
Websites
twitter.com/fti_emerging
franklintempletontalkingmarkets.libsyn.com
soundcloud.com/franklintempleton
www.franklintempleton.com
www.franklintempleton.ca/
www.ftinstitutional.ca/
www.facebook.com/franklintempleton/
www.linkedin.com/company/franklin-templeton
twitter.com/fti_global
www.facebook.com/franklintempletoncanada/
twitter.com/fti_canada
www.youtube.com/user/franklinresourcestv
www.linkedin.com/company/fiduciary-trust-canada
instagram.com/franklintempleton
www.tiktok.com/@franklintempleton
Chief Compliance Officer
MICHAEL JOSEPH D'AGROSA
CHIEF COMPLIANCE OFFICER
5000 YONGE STREET
SUITE 1200
TORONTO (ONTARIO)
Canada
Tel:
(416) 957-6085
Fax:
(416) 364-4452
M**************@*******************A
(Full email address available in API data)
Industry Affiliates
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| ALCENTRA NY, LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| BENEFIT STREET PARTNERS L.L.C. | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| BRANDYWINE GLOBAL INVESTMENT MANAGEMENT (ASIA) PTE. LTD | Other investment adviser, including financial planners |
| BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| BSP CLO MANAGEMENT LLC | Other investment adviser, including financial planners |
| CLARION PARTNERS | Broker-dealer, municipal securities dealer, or gov securities broker or dealerOther investment adviser, including financial planners |
| CLARION PARTNERS EMEA LIMITED | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| CLARION PARTNERS EUROPE (U.K.) LIMITED | Other investment adviser, including financial planners |
| CLARION PARTNERS EUROPE LIMITED | Other investment adviser, including financial planners |
| CLARION PARTNERS SECURITIES, LLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| CLEARBRIDGE INVESTMENTS (NORTH AMERICA) PTY LIMITED | Other investment adviser, including financial planners |
| CLEARBRIDGE INVESTMENTS LIMITED | Other investment adviser, including financial planners |
| CLEARBRIDGE INVESTMENTS, LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| CLEARBRIDGE RARE INFRASTRUCTURE INTERNATIONAL PTY LIMITED | Other investment adviser, including financial planners |
| DARBY ASIA INVESTORS (HK), LTD. | Other investment adviser, including financial planners |
| DARBY ASIA INVESTORS, LTD. | Other investment adviser, including financial planners |
| DARBY OVERSEAS PARTNERS, L.P. | Other investment adviser, including financial planners |
| FIDUCIARY TRUST COMPANY OF CANADA | Other investment adviser, including financial plannersTrust company |
| FIDUCIARY TRUST INTERNATIONAL, LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| FRANKLIN ADVISERS, INC. | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| FRANKLIN ADVISORY SERVICES, LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| FRANKLIN BSP CAPITAL ADVISER LLC | Other investment adviser, including financial planners |
| FRANKLIN BSP LENDING ADVISER, L.L.C. | Other investment adviser, including financial planners |
| FRANKLIN DISTRIBUTORS, LLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| FRANKLIN MUTUAL ADVISERS, LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| FRANKLIN TEMPLETON ALTS BRASIL ADMIN. DE INVESTIMENTOS LTDA. | Other investment adviser, including financial planners |
| FRANKLIN TEMPLETON ASSET MANAGEMENT (INDIA) PRIVATE LIMITED | Other investment adviser, including financial planners |
| FRANKLIN TEMPLETON ASSET MANAGEMENT (MALAYSIA) SDN. BHD. | Other investment adviser, including financial planners |
| FRANKLIN TEMPLETON ASSET MANAGEMENT MEXICO, S.A. DE C.V., SOCIEDAD OPERADORA DE FONDOS S DE INVERSION | Other investment adviser, including financial planners |
| FRANKLIN TEMPLETON AUSTRALIA LIMITED | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| FRANKLIN TEMPLETON FUND ADVISER, LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| FRANKLIN TEMPLETON FUND MANAGEMENT LIMITED | Other investment adviser, including financial planners |
| FRANKLIN TEMPLETON GSC ASSET MANAGEMENT SDN. BHD. | Other investment adviser, including financial planners |
| FRANKLIN TEMPLETON INSTITUTIONAL, LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| FRANKLIN TEMPLETON INTERNATIONAL SERVICES S.A R.L. | Broker-dealer, municipal securities dealer, or gov securities broker or dealerOther investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| FRANKLIN TEMPLETON INVESTIMENTOS (BRASIL) LTDA. | Other investment adviser, including financial planners |
| FRANKLIN TEMPLETON INVESTMENT ADVISORS KOREA CO., LTD. | Other investment adviser, including financial planners |
| FRANKLIN TEMPLETON INVESTMENT ADVISORS KOREA CO., LTD. | Other investment adviser, including financial planners |
| FRANKLIN TEMPLETON INVESTMENT MANAGEMENT LIMITED | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| FRANKLIN TEMPLETON INVESTMENT TRUST MANAGEMENT LIMITED | Other investment adviser, including financial planners |
| FRANKLIN TEMPLETON INVESTMENTS (ASIA) LIMITED | Broker-dealer, municipal securities dealer, or gov securities broker or dealerOther investment adviser, including financial planners |
| FRANKLIN TEMPLETON JAPAN CO., LTD. | Other investment adviser, including financial planners |
| FRANKLIN TEMPLETON PRIVATE PORTFOLIO GROUP, LLC | Other investment adviser, including financial planners |
| FTC INVESTOR SERVICES INC. | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| K2 ADVISORS, L.L.C. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| K2/D&S MANAGEMENT CO., L.L.C. | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| LEGG MASON (CHILE) INVERSIONES HOLDINGS LIMITADA | Other investment adviser, including financial planners |
| LEXINGTON ADVISORS LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| LEXINGTON PARTNERS L.P. | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| MARTIN CURRIE INC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| MARTIN CURRIE INVESTMENT MANAGEMENT LIMITED | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | Other investment adviser, including financial planners |
| ROYCE FUND SERVICES, LLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| ROYCE INVESTMENT PARTNERS | Other investment adviser, including financial planners |
| TEMPLETON ASSET MANAGEMENT (POLAND) TFI S.A. | Other investment adviser, including financial planners |
| TEMPLETON ASSET MANAGEMENT LTD. | Broker-dealer, municipal securities dealer, or gov securities broker or dealerOther investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| TEMPLETON GLOBAL ADVISORS LIMITED | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| TEMPLETON HANA ASSET MANAGEMENT CO., LTD. | Other investment adviser, including financial planners |
| TEMPLETON INVESTMENT COUNSEL, LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| WESTERN ASSET MANAGEMENT COMPANY | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| WESTERN ASSET MANAGEMENT COMPANY DISTRIBUIDORA DE TITULOS E VALORES MOBILIARIOS LIMITADA | Other investment adviser, including financial planners |
| WESTERN ASSET MANAGEMENT COMPANY LIMITED | Other investment adviser, including financial planners |
| WESTERN ASSET MANAGEMENT COMPANY LTD | Other investment adviser, including financial planners |
| WESTERN ASSET MANAGEMENT COMPANY PTE LTD | Other investment adviser, including financial planners |
| WESTERN ASSET MANAGEMENT COMPANY PTY LTD | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| FRANKLIN RESOURCES, INC. | Domestic Entity | LEGG MASON, INC. | SHAREHOLDER | 07/2020 | > 75% |
| BEUTTENMILLER, BRADLEY, GORDON | Individual | – | SENIOR ASSOCIATE GENERAL COUNSEL AND CORPORATE SECRETARY | 04/2013 | < 5% |
| D'AGROSA, MICHAEL, JOSEPH | Individual | – | CHIEF COMPLIANCE OFFICER, CANADA AND CHIEF ANTI-MONEY LAUNDERING OFFICER | 08/2017 | < 5% |
| AITKEN, GAREY, JAMES | Individual | – | CHIEF INVESTMENT OFFICER - FRANKLIN BISSETT INVESTMENT MANAGEMENT AND CHIEF INVESTMENT OFFICER OF DEVELOPED MARKETS EQUITY - FRA | 08/2017 | < 5% |
| BLOEMEN, MAARTEN, HENRICUS | Individual | – | EXEC. VICE PRESIDENT/PORTFOLIO MANAGER/RESEARCH ANALYST | 11/2008 | < 5% |
| GREEN, DUANE, WILLIAM | Individual | – | PRESIDENT & CEO | 03/2021 | < 5% |
| SADLER, TINA, MARIE | Individual | – | EXEC. VICE PRESIDENT/PORTFOLIO MANAGER/RESEARCH ANALYST | 12/2014 | < 5% |
| ASHTON, ANDREW, JAMES | Individual | – | DIRECTOR | 01/2017 | < 5% |
| TEMPLETON INTERNATIONAL, INC. | Domestic Entity | – | SHAREHOLDER | 04/2018 | > 75% |
| TEMPLETON WORLDWIDE, INC. | Domestic Entity | TEMPLETON INTERNATIONAL, INC. | SHAREHOLDER | 04/2018 | > 75% |
| PATERSON, DAVID | Individual | – | CHIEF FINANCIAL OFFICER | 08/2019 | < 5% |
| LEGG MASON, INC. | Domestic Entity | TEMPLETON WORLDWIDE, INC. | SHAREHOLDER | 06/2021 | > 75% |
| MERCHANT, THOMAS, CLIFTON | Individual | – | CHIEF LEGAL OFFICER | 05/2022 | < 5% |