Advisors can now access expertise from
Franklin Templeton’s specialist investment managers though the
Orion Communities and Orion Portfolio Solutions platforms
Franklin Templeton today announces the availability of a broad
range of equity separately managed account (SMA) models on
wealthtech solutions provider Orion’s platforms. The arrangement
will provide enhanced access to Franklin Templeton’s diversified
SMA product suite, across its specialist investment managers, by
advisors who utilize those investment models in managing their
investors’ accounts on the Orion Communities and Orion Portfolio
Solutions (OPS) platforms.
Orion Communities, an open-architecture model marketplace,
offers a diverse selection of investment models from various
providers, allowing for greater flexibility and choice. The OPS
platform features a curated list of research-approved, high-quality
investment options. As a fast-growing Turnkey Asset Management
Program (TAMP) platform, Orion provides a robust, open architecture
infrastructure for delivering Franklin Templeton’s innovative
investment solutions to advisors for use with their investors.
“Advisors using Orion’s platforms will now have access to
Franklin Templeton’s comprehensive suite of SMA strategies, giving
them a broader array of compelling options to meet their clients’
investment goals,” said Sam Marciano, head of SMA distribution at
Franklin Templeton. “This launch underscores our commitment to
expanding our reach within the advisor community by making our SMA
models available on the platforms with which advisors are actively
engaging.”
“We are pleased to welcome Franklin Templeton’s equity SMA
models to Orion’s platforms,” said Ron Pruitt, President of Orion
Wealth Management. “This addition aligns with our mission to build
a wealth-tech community where every advisor and investor thrives.
By integrating Franklin Templeton’s specialist strategies, we are
enhancing the flexibility and breadth of investment options
available to advisors within our comprehensive wealth solutions,
empowering them with complete solutions that can be customized to
advisor/investor investment philosophy.”
Franklin Templeton’s equity SMA models are designed to offer
tailored investment solutions, leveraging the firm’s expertise and
its comprehensive lineup of specialist investment managers from
Franklin Templeton, ClearBridge Investments, Putnam Investments,
Martin Currie and Royce Investment Partners.
Franklin Templeton is a leading provider in the rapidly growing
SMA industry, offering a comprehensive range of strategies across
asset classes to help investors meet their investment goals. With
more than $137 billion in SMA assets under management as of March
31, 20241, Franklin Templeton leverages its global expertise and
resources to provide a diversified SMA product suite responsive to
the evolving needs of clients.
About Franklin Templeton
Franklin Resources, Inc. [NYSE:BEN] is a global investment
management organization with subsidiaries operating as Franklin
Templeton and serving clients in over 150 countries. Franklin
Templeton’s mission is to help clients achieve better outcomes
through investment management expertise, wealth management and
technology solutions. Through its specialist investment managers,
the company offers specialization on a global scale, bringing
extensive capabilities in fixed income, equity, alternatives and
multi-asset solutions. With more than 1,500 investment
professionals, and offices in major financial markets around the
world, the California-based company has over 75 years of investment
experience and over $1.6 trillion in assets under management as of
July 31, 2024. For more information, please visit
franklintempleton.com and follow us on LinkedIn, Twitter and
Facebook.
About Orion
Orion is a premier provider of the tech-enabled fiduciary
process that transforms the advisor-client relationship by enabling
financial advisors to Prospect, Plan, Invest, and Achieve within a
single, connected, technology-driven experience. Combined, our
brand entities, Orion Advisor Tech, Orion Portfolio Solutions,
Brinker Capital Investments, Redtail Technology, and Orion OCIO
create a complete offering that empowers firms to attract new
clients seamlessly, connect goals more meaningfully to investment
strategies and outcomes, and ultimately track progress toward each
investor’s unique definition of financial success. Orion services
$4.4 trillion in assets under administration and $69.4 billion of
wealth management platform assets (as of June 30, 2024) and
supports over six million technology accounts and thousands of
independent advisory firms. Today, 12 out of the Top 15 Barron’s
RIA firms2 rely on Orion’s technology to power their businesses and
win for investors. Learn more at Orion.com.
Orion Portfolio Solutions, LLC ("OPS"), an Orion Company, is a
registered investment advisor. OPS and Franklin Templeton are not
affiliated companies.
All investments involve risks, including possible loss of
principal.
This material is intended to be of general interest only and
should not be construed as individual investment advice or a
recommendation or solicitation to buy, sell or hold any security or
to adopt any investment strategy. It does not constitute legal or
tax advice. This material may not be reproduced, distributed or
published without prior written permission from Franklin
Templeton.
Separately Managed Accounts (SMAs) are investment
services provided by Franklin Templeton Private Portfolio Group,
LLC (FTPPG), a federally registered investment advisor. Client
portfolios are managed based on investment instructions or advice
provided by affiliated subadvisors of Franklin Templeton.
Management is implemented by FTPPG, the designated subadvisor or,
in the case of certain programs, the program sponsor or its
designee.
Putnam Retail Separately Managed Accounts (SMAs): Putnam
Investment Management, LLC acts as a discretionary investment
manager or non-discretionary model provider in a variety of retail
separately managed account programs and platforms (“SMA Programs”)
sponsored by non-affiliated financial intermediaries (each, a
“Sponsor Firm”). Through various Sponsor Firms, Putnam offers
model-delivery SMAs as well as single- and dual-contract SMAs
through a range of actively managed strategies. SMA Programs may
require a minimum asset level and, depending on specific investment
objectives and financial position, may not be appropriate for all
investors. The information provided relates to Putnam Investments
and its affiliates, which includes Putnam Investment Management,
LLC.
Copyright © 2024 Franklin Templeton. All rights reserved.
1 Source: The Cerulli Edge U.S. Managed Accounts Edition
from 2Q 2024 2 Source: 2023 Top 100 RIA Firms, Barron’s
2023.
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version on businesswire.com: https://www.businesswire.com/news/home/20240814953304/en/
Franklin Templeton Corporate Communications: Rebecca
Radosevich, (212) 632-3207,
rebecca.radosevich@franklintempleton.com
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