franklin templeton’s
acquisition of legg mason

Focused on delivering better outcomes

Jenny Johnson

Message from CEO Jenny Johnson

I’m pleased to inform you that on Friday, July 31st, Franklin Templeton successfully completed its acquisition of Legg Mason, representing the largest and most significant transaction in Franklin Templeton’s history. Our newly combined organization brings together over 1,300 investment professionals, covering multiple asset classes and managing US$1.4 trillion in client assets. Today, our combined organization offers an exceptional array of investment strategies that we believe help us fulfill our mission to deliver better financial outcomes for our clients.

There is a tremendous amount of excitement and energy throughout our new organization, and for good reason!

  • Our Specialist Investment Managers bring complementary strengths to Franklin Templeton’s investment teams and together provide our clients with a broader and more diversified range of strategies to meet specific needs.
  • Our combined investments in new technologies keep us at the forefront of innovations that can help transform our industry.
  • Our culture is as strong as ever and unified by our collective commitment to helping our clients achieve their financial goals.

In summary, this year we have witnessed the world transform in many unforeseen ways. Despite the tumult around us, we are pleased to report that Franklin Templeton is more energized and more focused than ever on exceeding our clients’ expectations.

Focused on Delivering Better Outcomes

Focused on Delivering Better Outcomes

Investment
Excellence and Rigor

We connect client needs to our unmatched range of specialist investment managers. And with our expertise across asset classes, investment styles and geographies, we’re able to put the right strategies to work to deliver the outcomes clients expect.

For more information on the seven Specialist Investment Managers joining us from Legg Mason, click here

70+

years of asset
management experience

$1.4T

(USD) total assets
under management2

1,300+

investment
professionals1

12,000+

employees
globally

Meaningful Innovation

We focus on innovation that’s meaningful to clients. From embedding artificial intelligence into our research and investment decision-making to creating a fintech incubation center on our main campus, we’ve made innovation a cornerstone of our business and culture. And that lets us rapidly harness the power of new technologies and other advances for our clients.

Connections that Matter

We believe in the good that comes from making connections. So we build valuable connections between our clients, our portfolio managers, business leaders, and economic experts. And we connect with the people and organizations in our communities through extensive volunteering and charitable giving.

Footnotes

  1. Investment professionals include portfolio managers, portfolio managers/analysts, and research analysts of Franklin Templeton, Legg Mason and subsidiary investment management groups.
  2. As of 6/30/20. Assets under management represent combined assets of Franklin Templeton, Legg Mason, and subsidiary investment management groups. Franklin Templeton acquired Legg Mason on 7/31/20.