Franklin Templeton Investments Corp. is a large advisory firm based in Toronto (Ontario). It manages $29.15 billion of regulatory assets for 204 client accounts. It has been registered with the SEC as an adviser since 2001.
Franklin Templeton Investments Corp provides portfolio management for investment companies, portfolio management for businesses and institutional clients, and portfolio management for funds and institutional clients that are not united states residents. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Franklin Templeton Investments Corp. is $29.15 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 63% since the beginning of its operation, and $25.4 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Franklin Templeton Investments Corp. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to insurance companies, investment companies, charitable organizations, pooled investment vehicles, banking or thrift institutions, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Ghion Shewangzaw is pooled investment vehicles with 94 clients and $18.28 billion of assets under management. Among the 8 most similar advisory firms, Franklin Templeton Investments Corp has the 3rd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $26.81 billion for 229 clients. 89% of the firm’s clients are foreign persons or businesses.
Franklin Templeton Investments Corp doesn't advise any private funds.
The company employs 368 people that are either part- or full-time employees. 8 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Ghion Shewangzaw has been acting as President since 1 Apr 2012. David Paterson joined the executive team most recently as the Chief Financial Officer.
The principal office where Franklin Templeton Investments Corp. performs its advisory services is located at 200 King Street West, Toronto (Ontario), M5 H 3 T4, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 416-957-6000 or by fax 416-364-1163. The normal business hours are 8:00 a.m. to 6:00 p.m. on Monday - Friday. You can find more information about the New York firm at franklintempleton.ca/.