FRANKLIN TEMPLETON’S
ACQUISITION OF LEGG MASON

Focused on delivering better outcomes.

Jenny Johnson
CEO and President
Franklin Templeton

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

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.

70+

years of asset management experience

$1.4T

(USD) total assets undermanagement1

1,300+

investment professionals2

12,000+

employees globally

Global Scale and
Local Insights

Clients can take advantage of the local insight and expertise of our more than 1,300 investment professionals located in over 34 countries. And our more than 70 years of global investing experience.

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 Information is restated to combine the results and operations of Franklin Templeton and Legg Mason, Inc. as of June 30, 2020. Franklin Templeton acquired Legg Mason on July 31, 2020.
2 Investment professionals include portfolio managers, portfolio managers/analysts, and research analysts of Franklin Templeton, Legg Mason and subsidiary investment management groups. 
Investments entail risks, the value of investments can go down as well as up and investors should be aware they might not get back the full value invested.