Franklin Templeton Investments

Firm Profile

At Franklin Templeton Investments, we’re dedicated to one goal: delivering exceptional asset management for our shareholders. By bringing together multiple, world-class investment teams in a single firm, we’re able to offer specialized expertise across styles and asset classes, all supported by the strength and resources of one of the world’s largest asset managers. This has helped us to become a trusted partner to individual and institutional investors across the globe.

KEY CONTACTS
Jason Colarossi, (727) 299-7150, jason.colarossi@franklintempleton.com

WEBSITE
www.FranklinTempleton.com

PRIMARY MARKET(S) SERVED
Micro (<$1 million) Small ($1-$10 million), Mid ($10-$100 million), Large ($100 – $250 million), Mega (>$250 million)

TOTAL AUM ($MM)
As of 6/30/16: $732MM
As of 12/31/15: $764MM
As of 6/30/15: $866MM
As of 12/31/14: $880MM
As of 12/31/13: $879MM

TOTAL DCIO ASSETS ($MM)
As of 6/30/16: $27MM
As of 12/31/15: $29MM
As of 6/30/15: $41MM
As of 12/31/14: $39MM
As of 12/31/13: $34MM

ASSET ALLOCATION FUNDS
Franklin LifeSmart Retirement Target Funds, Franklin Conservative Allocation Fund, Franklin Moderate Allocation Fund, Franklin Growth Allocation Fund, Franklin Founding Funds Allocation Fund, Franklin Corefolio Allocation Fund, Franklin Global Allocation Fund

TOP 5 FUNDS BY DC ASSETS
1. Templeton Global Bond, $6,543MM, $2,009MM
2. Templeton Foreign, $4,482MM, $943.6MM
3. Franklin Growth, 2,336MM, $469.8MM
4. Mutual Global Discovery, $2,145MM, $440.7MM
5. Franklin Small Cap Growth, $1,399MM, $982.5MM

ADVISOR SUPPORT SERVICES
• External Wholesalers Focused On Advisers
• External Wholesalers Focused On Institutional
• Plan Benchmarking
• Target-Date Evaluation Tools
• Training For DC Plan Sales/Service
• Investment Committee Meetings

NO. OF EXTERNAL WHOLESALERS (DC/Retail): 7/90