Franklin Templeton

Franklin Templeton: Boutique specialization on a global scale.

Everything we do at Franklin Templeton is focused on delivering better client outcomes. It’s why we’ve built a world-class investment firm that aims to offer the best of both worlds: global strength and boutique specialization. We bring together an unmatched collection of independent specialist investment managers to provide our clients deep expertise and specialization—within and across asset classes, investment styles, and geographies. We boast extensive multi-asset capabilities. And we offer hundreds of strategies across active, smart beta and passive approaches—in a full range of vehicles. All this gives us the ability to provide options best suited to the unique needs of every client, institutional or individual. Specialization and customization backed by the strength and resources of one of the world’s largest independent asset managers. Reliable, technology-driven, and tailored service. A commitment to doing what’s right for clients at all times. These are among the reasons we’re one of the world’s largest asset managers with clients in more than 165 countries and nearly $1.5 trillion in assets under management (as of March 31, 2021).

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Voice of the American Worker Research Study

Now in its second year, Voice of the American Worker was conducted by The Harris Poll on behalf of Franklin Templeton and is connected to Franklin Templeton’s Retirement Innovation Initiative (RII), which launched in January 2020 with the goal of improving retirement in the U.S. This research aims to validate what has been widely suspected – that participants are seeking more personalized solutions to meet their unique goals.

Preparing for Your Retirement Journey: Have a plan to maximize your protected lifetime income

The 2021 Retirement Income Strategies and Expectations (RISE) survey reveals that running out of money and health issues are the top retirement-expense concerns across all generations. And yet, so many have no strategy for achieving their financial goals. Adding an annuity to your retirement savings plan can help maximize social security benefits, cover health care costs in retirement and give you peace of mind, whether you live to 70 or 100.

Making it Last: Advanced Retirement Income Strategies for Everyday Investors

Clients who are ready to retire often worry about whether their income strategies will last. The following presentations are designed to help investors understand the key considerations in generating lasting income during retirement: Retirement Income Challenges, Social Security Choices, Building Retirement Incomes Strategies, Tax-Smart Withdrawals, and Installing Guardrails for Volatile Markets


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