TORONTO, September 20, 2022 /CNW/ – Franklin Templeton Canada today announced the launch of the Franklin Brandywine Global Sustainable Balanced Fund, managed by its dedicated investment manager, Brandywine Global. Brandywine Global leverages its global perspective to drive key macro issues, both of which have a lasting impact1 Equity and fixed income investments for the fund. With an active, bold approach, the investment team applies rigorous bottom-up research to deliver value and manage risk.
“In the current market environment, many advisors and investors are looking for a balanced solution that offers consistent returns and reduces risk,” he said Duan GreenPresident and CEO, Franklin Templeton Canada. “To help investors navigate choppy markets and weather market downturns, this new fund balances an alpha-seeking equity portfolio with defensive fixed income baggage merged with a macro view.”
Brandywine Global has been serving investors’ needs for global fixed income and value equity investment strategies for more than 30 years.
Brandywine Global takes a team approach to managing the fund, with eight portfolio managers including Brian KlossJD, CPA, Fixed Income Portfolio Manager, James ClarkeEquity Portfolio Manager and Director of Fundamental Equity Research, and Sorin Roibu, CFA, equity portfolio manager and research analyst. They have more than 24, 30 or 19 years of industry experience.
About Brandywine Global
Brandywine Global Investment Management, LLC (“Brandywine Global”) believes in the power of value investing. Brandywine Global acts with conviction and discipline, looking beyond short-term, conventional thinking to consistently pursue long-term value. Since 1986, the firm has provided clients worldwide with a differentiated range of fixed income, equity and alternative solutions. Brandywine Global, a specialist investment manager of Franklin Templetonhas approximately $58 billion in assets under management as of June 30, 2022 and is headquartered in Philadelphia with offices in Philadelphia Montreal, Singapore and London. Visit brandywineglobal.com and the company’s industry-leading blog, Around the Curve.
About Franklin Templeton
Franklin Resources, Inc. [NYSE:BEN] is a global investment management company with subsidiaries operating as Franklin Templeton and serves customers in over 155 countries. In Canada, the Company’s subsidiary is Franklin Templeton Investments Corp., trading as Franklin Templeton Canada. Franklin Templeton’s Mission is to help clients achieve better results through investment management expertise, wealth management and technology solutions. Through its dedicated investment managers, the firm offers boutique specialization on a global scale and brings extensive capabilities across equities, fixed income, multi-asset solutions and alternatives. With offices in more than 30 countries and around 1,300 investment professionals, the California-based company has over 75 years of investment experience and approx $1.4 trillion (approximately CA$1.8 trillion) in assets under management August 31, 2022. For more information, please visit franklintempleton.ca and connect with Franklin Templeton on TwitterFacebook and LinkedIn and read the Beyond Bulls & Bears blog.
1. As the investment team builds the fund’s investment portfolio, a sustainable approach will be adopted immediately for the fund’s fixed income investments and progressively for the fund’s equity investments until the fund’s equity component is fully invested in or around the fund December 31, 2022.
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SOURCE Franklin Templeton Investments Corp.
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