Franklin Templeton

Franklin Resources, Inc. (www.franklinresources.com) is a global investment management organization operating as Franklin Templeton. Franklin Templeton began the decade under the leadership of Jenny Johnson, who became President and CEO in February of 2020 after more than 30 years with the company. In Jenny’s first year as CEO, Franklin Templeton acquired several companies to help propel the firm into a new phase of growth. In January of 2020, the firm acquired two leading wealth management firms, Pennsylvania Trust and Athena Capital, to deepen and diversify the investment and servicing solutions offered through the company’s wealth management business that operates under the Fiduciary Trust brand. In May of 2020, the firm acquired leading digital wealth management platform provider, AdvisorEngine. The acquisition helps Franklin Templeton better serve wealth managers, financial advisors and registered investment advisors with goals-based financial planning tools, digital portfolio construction analytics and research-enabled practice management services. In July of 2020, Franklin Templeton completed the largest and most significant acquisition in its history with the purchase of Legg Mason and its specialist investment managers. The acquisition added differentiated capabilities to Franklin Templeton’s existing investment strategies, bringing notable added leadership and strength in core fixed income, active equities and alternatives. It also expanded the firm’s multi-asset solutions, a key growth area. Franklin Templeton continues to explore investment opportunities in financial technology, wealth management and asset management companies to better serve its customers around the world. 2020 was a year of major accomplishments, all during an unprecedented global pandemic with nearly everyone working remotely