Franklin Templeton Investments Corp. (Toronto (Ontario))

Name: Franklin Templeton Investments Corp.
Address: 200 King Street West, Toronto (Ontario), M5 H 3 T4
Telephone: 416-957-6000

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.

Franklin Templeton Investments Corp: assets under management

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 firm manages $29.15 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $142.9 million each.

Investments

The firm invests in exchange traded securities the most. They account for 79% of the total AUM. The second-largest asset type is pooled investment vehicles, which make up 10% of the firm’s portfolio. Investments in sovereign bonds form 5% of the total invested assets.

Fees & Commissions

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. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Ghion Shewangzaw serves?

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.

Careers at Franklin Templeton Investments Corp.

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Donald Francis Reed	Director, president and ceo	1 Sep 1989	Other	4392357
Norman John Boersma	Director and exec. vice president	1 Nov 1991	Other	4394141
Inc. Templeton Worldwide	Parent corporation of registrant: 100%	1 Oct 1992	75% - 100%	94-3167260
Bruce Stewart Macgowan	Director and chairman of the board	1 Oct 1992	Other	4394067
James Edward Cook	Director, vp and chief financial officer	1 Feb 1994	Other	4394472
Michael Steven Jacob Mezei	Vp, general counsel & corporate secretary	1 Feb 1994	Other	4394473
Gary Richard Norton	Director & exec. vp-investor & dealer services	1 Oct 1994	Other	4742086
Martin Lawrence Flanagan	Director	1 Feb 1995	Other	2111957
Norman John Boersma	Executive vice president	1 May 1997	Other	4394141
Lisa Denise Johnson	Vp, chief counsel, canada & corporate secretary	1 May 1999	Other	4529885
William Kenneth Dickie	: president & portfolio manager of the private client group	1 Dec 2000	Other	4742092
Frederick Elliot Pynn	President & cio of bim division	1 Dec 2000	Other	4394475
Pierre Francois Mclean	Senior vice-president, national sales, canada	1 Dec 2000	Other	5282915
Heather Elizabeth Arnold	Sr. vp/portfolio mgr./research analyst	1 Apr 2001	Other	4394474
Frederick Elliot Pynn	Sr. vp (dir. equity research of bim)	1 Apr 2001	Other	4394475
Michael Albert Quinn	Sr. vp (chief invest. officer of bim)	1 Apr 2001	Other	4394476
Harry Samuel Marmer	Sr. vp, institutional services	1 Apr 2001	Other	4742089
Poonam Thadani	Chief compliance officer, canada	1 May 2002	Other	4742093
Gary Richard Norton	Director & exec. vp-investor & dealer services	1 Dec 2002	Other	4742086
Dennis Charles Tew	Sr. vp & cfo	1 May 2003	Other	4742091
James Edward Cook	Director, exec. vice president, strategic initiatives	1 May 2003	Other	4394472
Chirstopher Anderson	Chief operating officer-bim, vice president	1 May 2003	Other	5741815
Christopher Anderson	Chief operating officer-bim, vice president	1 May 2003	Other	5741815
Michele Roseanne Horne	Sr. vp, portfolio manager, pm, director of balanced portfolio management-bim	1 Jul 2003	Other	4742087
Michele Roseanne Horne	Sr. vp, portfolio manager of bim	1 Oct 2003	Other	4742087
Harry Samuel Marmer	Sr. vp, institutional services	1 Oct 2003	Other	4742089
Chisholm Joseph Lyons	Sr. vp, marketing	1 Oct 2003	Other	4742090
Dennis Charles Tew	Sr. vp & cfo	1 Oct 2003	Other	4742091
Peter M. Moeschter	Sr. vice president	1 Dec 2004	Other	4896839
Bradley Aurel Radin	Sr. vice president	1 Dec 2004	Other	2398668
Peter Manfred Moeschter	Sr. vice president	1 Dec 2004	Other	4896839
Brad Gordon Beuttenmiller	Vp, chief legal counsel, canada & corporate secretary	1 Dec 2005	Other	5095866
Bradley Gordon Beuttenmiller	Vp & chief counsel, canada & corporate secretary	1 Dec 2005	Other	5095866
Michael Joseph D'agrosa	Chief compliance officer, canada	1 May 2006	Other	5153687
Jennifer Ann Ball	Senior vice-president, marketing	1 Jun 2006	Other	5282914
Maarten Henricus Bloemen	Senior vice-president, portfolio manager/research analyst tim	1 Dec 2006	Other	5270380
Ghion Shewangzaw	Sr. vice president investor & dealer services	1 Nov 2007	Other	5460018
Katherine Sophine Owen	Sr. vice president, portfolio managerresearch analyst-tim division	1 Dec 2007	Other	5469671
Norman John Boersma	Executive vice president, director of research	1 Dec 2007	Other	4394141
Garey James Aitken	Chief investment officer - franklin bissett investment management	1 Jul 2008	Other	5623780
Norman John Boersma	Executive vice president, director of research	1 Jul 2008	Other	4394141
Michele Roseanne Horne	President - bim	1 Jul 2008	Other	4742087
Bradley Aurel Radin	Exec. vice president, portfolio managerresearch analyst-tim division	1 Jul 2008	Other	2398668
Maarten Henricus Bloemen	Exec. vice president/portfolio manager/research analyst	1 Nov 2008	Other	5270380
Martin Cobb	Exec. vice president, portfolio manager/research analyst	1 Jul 2009	Other	5469352
Martin N/A Cobb	Exec. vice president, portfolio manager/research analyst	1 Jul 2009	Other	5469352
Peter Manfred Moeschter	Exec. vp/portfolio manager-research analyst	1 Feb 2011	Other	4896839
Katherine Sophine Owen	Exec. vp/portfolio manager-research analyst	1 Apr 2011	Other	5469671
Ghion Shewangzaw	Director	1 Apr 2012	Other	5460018
Ghion N/A Shewangzaw	Director	1 Apr 2012	Other	5460018
Bradley Gordon Beuttenmiller	Senior associate general counsel and corporate secretary	1 Apr 2013	Other	5095866
Duane W Green	Director and senior vice-president - head of institutional canada	1 Apr 2013	Other	6231688
Duane William Green	Director and managing director, canada	1 Apr 2013	Other	6231688
Norman John Boersma	Executive vice president	1 Jun 2013	Other	4394141
Tina Marie Sadler	Exec. vice president/portfolio manager/research analyst	1 Dec 2014	Other	2763952
Winston Chen	Chief financial officer	1 Jan 2015	Other	6444089
Winston Henk Chen	Chief financial officer	1 Jan 2015	Other	6444089
Duane William Green	Chairman, president and ceo	1 Jan 2017	Other	6231688
Andrew James Ashton	Director	1 Jan 2017	Other	6763546
Michael Joseph D'agrosa	Chief compliance officer, canada and chief anti-money laundering officer	1 Aug 2017	Other	5153687
Garey James Aitken	Chief investment officer - franklin bissett investment management and chief investment officer of developed markets equity - fra	1 Aug 2017	Other	5623780
Inc. Templeton International	Shareholder	1 Apr 2018	75% - 100%	94-3173617
Angelina Deasy Hendraka	Chief financial officer	1 Apr 2019	Other	6696504
David Paterson	Chief financial officer	1 Aug 2019	Other	7001546

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Franklin Resources	Parent corporation of twi: 100%	1 Oct 1992	75% - 100%	13-2670991
Inc. Templeton Worldwide	Shareholder	1 Apr 2018	75% - 100%	94-3167260

Based in Toronto (Ontario)

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/.