‘ Franklin Templeton ’

Moody’s investigates effects of smart beta ETF price war

Sep 14th, 2017 | By
IndexIQ adjusts fees on a range of ETFs

The ongoing price war in smart beta ETF fees has the potential to negatively impact the credit ratings of traditional active asset managers as well as smart beta ETF providers, according to credit rating agency Moody’s.



Franklin Templeton: Bringing the human factor to index investing

Sep 13th, 2017 | By
Chandra Seethamraju, vice president of systematic modelling, Franklin Templeton.

By Chandra Seethamraju, vice president of systematic modelling, Franklin Templeton.

For decades, Franklin Templeton has been a vocal advocate for active management. We believe the skills and insight human oversight brings should play a crucial role in the investment process. The emergence of risk-factor investing and the evolution of traditional indexes have opened up fresh opportunities to bring a human touch to what has traditionally been considered the passive exchange-traded fund space.



Franklin Templeton makes ETF debut in Europe

Sep 11th, 2017 | By
Patrick O’Connor, global head of ETFs at Franklin Templeton Investments.

Franklin Templeton has made its exchange-traded funds debut in Europe with the launch of four smart beta ETFs on the London Stock Exchange and Deutsche Börse’s Xetra. Branded as Franklin LibertyShares and linked to custom proprietary indices, the launch includes a pair of multi-factor ETFs, one of which is SRI focused, and a pair of quality dividend ETFs. Patrick O’Connor, head of global ETFs at Franklin Templeton, said: “Our first European offerings aim to help investors achieve specific investment outcomes such as strong risk-adjusted returns, lower volatility and downside protection.”



Franklin Templeton adopts Euroclear’s international ETF structure for European ETFs

Sep 8th, 2017 | By
Franklin Templeton partners with Euroclear to debut ETFs in Europe

Franklin Templeton has adopted Euroclear’s international security structure for its European line-up of ETFs. Launched in 2013, Euroclear’s international structure for ETFs aims to bring increased efficiency to a process that had previously only been supported by fragmented domestic market practices across Europe.



Franklin Templeton debuts two actively managed municipal bond ETFs

Sep 1st, 2017 | By
Franklin Templeton debuts two actively managed municipal bond ETFs

Franklin Templeton Investments has launched two new actively managed municipal bond ETFs, the Franklin Liberty Intermediate Municipal Opportunities ETF (NYSE Arca: FLMI) and Franklin Liberty Municipal Bond ETF (NYSE Arca: FLMB). Patrick O’Connor, global head of ETFs at Franklin Templeton Investments, commented: “Leveraging our world class municipal bond platform, these actively managed ETFs seek to generate yield exempt from federal taxes, allowing investors to keep more of what they earn.”



Franklin Templeton launches LibertyShares Strategic Beta ETFs in Canada

Jun 7th, 2017 | By
Franklin Templeton launches LibertyShares Strategic Beta ETFs in Canada

The Canadian ETF platform of Californian asset manager Franklin Templeton Investments has introduced two new Franklin LibertyShares strategic beta ETFs on Toronto Stock Exchange. The Franklin LibertyQT US Equity Index ETF (FLUS) and the Franklin LibertyQT International Equity Index ETF (FLDM) invests in US and international equities respectively while enhancing exposure to quality, value, momentum and low volatility factors.



Franklin Templeton launches LibertyShares ETF platform in Canada

May 4th, 2017 | By
Franklin Templeton launches LibertyShares ETF platform in Canada

Californian asset manager Franklin Templeton Investments has introduced its LibertyShares ETF platform in Canada, with plans to launch an initial suite of two actively managed ETFs and two smart beta ETFs in the coming weeks. The venture into Canada will be seeking to build on the success of Franklin Templeton’s US-listed ETFs which collectively hold over $620 in assets under management. (Data as of the end of April 2017)



Franklin Templeton adds three US equity ETFs to smart beta suite

May 2nd, 2017 | By
Patrick O’Connor, global head of ETFs at Franklin Templeton Investments

Franklin Templeton Investments has expanded its LibertyShares line-up with the launch of three new smart beta ETFs offering exposure to different capitalization segments of the US equity market. Each fund targets exposure across four factors – quality, value, momentum and low volatility – which have historically provided superior returns to market cap-weighted benchmarks over the long-term. Patrick O’Connor, global head of ETFs at Franklin Templeton Investments, commented: “Leveraging our firm’s 70 years of active management experience, our quantitative approach targets specific factors for consistent sources of return.”



Franklin Templeton launches actively managed international equity ETF

Jan 30th, 2017 | By
Patrick O’Connor, global head of ETFs at Franklin Templeton Investments

Franklin Templeton Investments has launched the Franklin Liberty International Opportunities ETF (NYSE: FLIO), a new actively managed ETF providing exposure to a well-diversified portfolio of equities from developed, developing and frontier markets outside the US, and spanning across sectors and market capitalizations. Patrick O’Connor, Global Head of ETFs for Franklin Templeton Investments, commented: “With over 75% of the world’s GDP coming from countries outside the US, investing internationally can provide portfolio diversification, which can reduce overall risk.”



Franklin Templeton expands suite of actively managed ETFs

Oct 7th, 2016 | By
Patrick O’Connor, global head of ETFs at Franklin Templeton Investments

Franklin Templeton Investments has expanded its suite of actively managed ETFs on the Franklin LibertyShares platform with the launch of two new funds. The Franklin Liberty US Low Volatility ETF (NYSE: FLLV) and the Franklin Liberty Investment Grade Corporate ETF (NYSE: FLCO) provide exposure to US equities with low volatility characteristics and to global investment grade corporate debt respectively. Patrick O’Connor, Global Head of ETFs for Franklin Templeton Investments, commented: “Our ability to combine our research prowess, with the attractive benefits of an ETF structure, is our competitive advantage.”