New Investment Capabilities and Sustainability Expertise

 

Introducing The New Franklin Templeton – A New Era

We are always driven to offer more choice of investment expertise and strategies to help Canadian investors achieve their goals. When we acquired mutual fund giant Legg Mason last year, we were very excited about the new capabilities and expertise we could bring to the Canadian marketplace.

We aim to deliver the best of both worlds – global strength and boutique specialization.

 

Global Strength

With customers in over 165 countries and USD$1.4 trillion in assets under management1, we are one of the world’s largest, independent investment managers.

Boutique Specialization

Each of our investment teams are autonomous. Being entrepreneurial and independent allows them to practice true investment specialization while tapping into global resources for analytics, data, and servicing support.

Tapping Into World-Class1 Investment Managers

Our specialist investment managers allow us to evolve our product offerings to address the needs of investors. We are always trying to deliver better outcomes for clients.

We now offer a wider range of investment strategies across sectors and geographies and in all asset classes. We are excited to tap into the specialized investment expertise of these proven managers1:

  • Experience in global and emerging markets, global fixed income and infrastructure
  • Investment teams that put a priority on sustainability principles
  • Differentiated strategies to help meet their goals

Strengthening Our ESG Capabilities

Investing along environmental, social and governance (ESG) principles has taken on different forms. While ESG investing was once considered somewhat niche and exclusionary in approach, its importance has been growing exponentially with many investors around the world.

As the ESG landscape continues its rapid transformation, we have a strong firm-wide commitment to be responsible stewards of your assets. Here is what we think about sustainability:

There is an increasing body of data that points to sustainability as a driver of long-term value creation and portfolio performance.

Part of successful investing is reinforcing sustainable social, environment and governance structures, which create the conditions for issuers to succeed.

To drive the change required for issuers to evolve, investment managers and other shareholders must provide strong engagement and demonstrate active ownership.


While growing global interest in ESG investing has caused many investment managers to jump on the ‘ESG bandwagon’, our roots in responsible investing date back several decades2.

In our view, the integration of ESG considerations in the investment process can enable stronger investment performance and better outcomes.

A key benefit of the Legg Mason acquisition was our access to an accomplished global network of ESG experts in our new specialist investment teams. Adding their expertise to Franklin Templeton’s ESG framework has been a catalyst in evolving our firm-level approach to stewardship and sustainable investing.

Today, over 93% of our assets under management (AUM) represents strategies that consider ESG factors in the investment process. AUM with a specific focus on ESG totaled over USD$175 billion, as of March 31, 2021.

Introducing New Strategies to Meet Your Needs

Franklin ClearBridge International Growth Fund – Now Available
& Franklin ClearBridge Sustainable International Growth Active ETF (FCSI) – Now Available6

This growth-driven, sustainability-focused strategy seeks to achieve long-term capital appreciation by investing primarily in equity securities of high-quality companies outside Canada and the United States. Its U.S. equivalent is a 5-star Morningstar-rated fund in Morningstar’s Foreign Large Growth category5,6.

Mispriced Opportunities
Mispriced Opportunities
Many international stocks can be mispriced by markets, especially in the short term. As an active manager, ClearBridge can exploit these opportunities.
Access to a Spectrum of Growth
Access to a Spectrum of Growth
The team uses a fundamental, bottom-up approach to invest in quality businesses categorized across the Spectrum of Growth - structural, secular, and emerging.
Committed to authentic active management
Committed to authentic active management
Driven to deliver performance distinct from market benchmarks and factor-based strategies, through a long-term investment horizon, robust risk management and active ownership.
Experienced, Disciplined Investment Team
Experienced, Disciplined Investment Team
Culture of longevity, consistency, and risk awareness through highly experienced and tenured investment professionals with deliberate succession planning and risk considerations examined in all decisions.
ESG Experts
ESG Experts
A robust fundamental research platform with a bottom-up, quality focus, proprietary research, and a 30-year history of ESG investing with a fully-integrated approach.

Franklin Brandywine Global Income Optimiser Fund – Now Available
& Franklin Brandywine Global Sustainable Income Optimiser Active ETF (FBGO) – Now Available7

A nimble, “all-weather” global fixed income strategy that strives for attractive income generation and total return while guarding against downside risks by investing primarily in fixed income securities issued in the United States and the rest of the world. Its U.S. equivalent is a 5-star Morningstar-rated fund in Morningstar’s Multisector Bond category5.

Attractive return potential
Attractive return potential
An outcome-oriented fixed income solution that offers investors the upside potential of return-seeking fixed income while maintaining the volatility and defensive characteristics of core like bond exposures.
More consistent outcomes
More consistent outcomes
A true multi-sector approach adapts portfolio risk exposures to the current market environment, helping the portfolio deliver outcomes, less dependent on market ups and downs.
Strong downside protection</
Strong downside protection
Utilizing a margin-of-safety philosophy (seeking to buy securities that are trading below their intrinsic value), the team’s disciplined process has delivered strong downside protection.
Embedded ESG analysis
Embedded ESG analysis
The team seeks to identify and evaluate ESG risks and opportunities in the investment making process.

Franklin ClearBridge Sustainable Global Infrastructure Income Fund – Now Available
& Franklin ClearBridge Sustainable Global Infrastructure Income Active ETF (FCII) – Now Available

The fund provides Canadians with a diversified portfolio of listed infrastructure equity investments from around the world and seeks to deliver dependable, attractive income and downside protection.

Infrastructure spending driversial
Infrastructure spending drivers
The investment team believes that there are significant developed market (maintenance, upgrades, sustainability) and emerging market (population growth, urbanization) drivers that are expected to propel infrastructure spending in the future.
Income & growth exposures
More consistent outcomes
The fund’s investable universe is primarily comprised of regulated and user-pay assets. Regulated assets (including those associated with the distribution of utilities) are generally defensive in nature and provide attractive income. User-pay assets (often transportation-based) are traditionally tied to economic growth.
Infrastructure Specialists
Infrastructure Specialists
The experienced investment team has a diverse range of backgrounds, including M&A and unlisted infrastructure, debt and equity financing, government and regulation.
ESG Experts
ESG Experts
A robust fundamental research platform with a bottom-up, quality focus, proprietary research, and a 30-year history of ESG investing with a fully-integrated approach.

Franklin Martin Currie Sustainable Emerging Markets Fund – Launching July 194
Franklin Martin Currie Sustainable Emerging Markets Active ETF (FSEM) – Launching July 264

This active, high conviction fund provides Canadians with the long-term growth potential of quality emerging market stocks and the benefits of a fully integrated ESG investment approach.

Emerging Market Transformation
Emerging Market Transformation
Over the past decade, emerging markets have become home to more higher quality companies in the technology, consumer discretionary, and financial sectors.
Global Pioneers
Global Pioneers
Founded in Edinburgh in 1881, Martin Currie has been investing in global equities since the 1920s and began to manage Asian equities in the 1980s.
Undervalued Opportunity
Undervalued Opportunity
The investment team members seek undervalued stocks with high potential to create shareholder value based on their assessment of a company’s quality, growth prospects, governance, and sustainability.

Franklin Martin Currie Global Equity Fund – Available July 194,8
Franklin Martin Currie Sustainable Global Equity Active ETF (FGSG) – Launching July 264,8

Emerging Market Transformation
The strategy’s U.S. equivalent is a 4-star Morningstar-rated fund5 in the International Unconstrained Equity category.5 The portfolio managers are focused on taking a high conviction, flexible approach to investing across sectors, geographies and market capitalizations, while seeking to manage risk on an absolute basis. They focus on finding companies that have a strong history of offering high and sustainable returns on invested capital over time.

Franklin Royce Global Small Cap Premier Fund – Available August 94,9

Emerging Market Transformation

This global small-cap core equity solution invests in high quality small-cap companies demonstrating a discernible competitive advantage, high return on invested capital and a sustainable, moat-like franchise.
The Royce investment team has been focused on small cap investing for more than 45 years. This specialized experience and deep knowledge of small cap investing help uncover opportunities others might miss.

Timely Insights & Thought Leadership

With 1,300 investment professionals located in 20 countries3, we can bring you “on-the-ground” insights on rapidly evolving market trends, opportunities, and risks from around the world.

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