{"url":"https://nivawealth.com/firms/franklin-templeton-investment-management-limited-111360","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/111360","regulatoryAum":40524968335,"crd":"111360","secFileNumber":"801-55170","legalName":"Franklin Templeton Investment Management Limited","displayName":"Franklin Templeton Investment Management Limited","website":"Https://www.franklintempleton.com","founded":null,"organization":"other (specify) organized in United Kingdom","fiscalYearEnd":"September","headquarters":{"street":"Cannon Place, 78 Cannon Street","city":"London","state":"","stateName":"","country":"United Kingdom","postalCode":"EC4N 6HL"},"tradeNames":[],"registration":{"secApproved":"20 January 1998","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":122,"advisory":71,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":40524968335,"discretionaryAccounts":148,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":0,"nonUsClientsPct":80,"nonAumClients":2},"clientTypes":[{"label":"High-net-worth individuals","clients":5,"regulatoryAum":43303224},{"label":"Investment companies","clients":12,"regulatoryAum":4018676656},{"label":"Pooled investment vehicles","clients":107,"regulatoryAum":23976620793},{"label":"Pension and profit-sharing plans","clients":null,"regulatoryAum":1188077659},{"label":"State or municipal government entities","clients":8,"regulatoryAum":2734511477},{"label":"Insurance companies","clients":null,"regulatoryAum":139932698},{"label":"Sovereign wealth funds and foreign official institutions","clients":10,"regulatoryAum":8324394091},{"label":"Corporations and other businesses","clients":null,"regulatoryAum":99451737}],"fees":[],"feeNotes":[],"custodians":[{"name":"Northern Trust Corporation","shortName":"Northern Trust","location":"Chicago, IL","smaAssets":3040694388},{"name":"Citigroup Inc.","shortName":"Citigroup","location":"New York, NY","smaAssets":3553865482},{"name":"State Street Bank and Trust Company","shortName":"State Street Bank and Trust","location":"Boston, MA","smaAssets":1913119146},{"name":"Jpmorgan Chase & Co","shortName":"J.P. Morgan","location":"New York, NY","smaAssets":1985072847}],"custodyNote":"Franklin Templeton Investment Management Limited has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Nathan Douglas","title":"Chief Compliance Officer","crd":"8029285"},{"name":"Nigel Anderson","title":"Director","crd":"6517204"},{"name":"Fraser Inglis","title":"Executive Director","crd":"7725576"},{"name":"Aaron Kirby","title":"Director","crd":"7975879"},{"name":"Thomas Merchant","title":"Chief Legal Officer","crd":"3126886"},{"name":"Euan Wilson","title":"CEO and Director","crd":"7148304"}],"ownership":[{"label":"Franklin Templeton Global Investors Limited","detail":"Parent corporation of registrant in the 75% or more ownership band and a control person, since October 1992."},{"label":"Templeton International, Inc.","detail":"Indirect owner: a parent corporation of Franklin Templeton Global Investors LTD. in the 75% or more band and a control person, since October 1992.","parent":"Franklin Templeton Global Investors LTD."},{"label":"Templeton Worldwide, Inc.","detail":"Indirect owner: a parent corporation of Templeton International, Inc. in the 75% or more band and a control person, since October 1992.","parent":"Templeton International, Inc."},{"label":"Franklin Templeton, Inc.","detail":"Indirect owner: a parent corporation of Legg Mason, Inc. in the 75% or more band and a control person, since July 2020.","parent":"Legg Mason, Inc."},{"label":"Legg Mason, Inc.","detail":"Indirect owner: a shareholder of Templeton Worldwide, Inc. in the 75% or more band and a control person, since June 2021.","parent":"Templeton Worldwide, Inc."},{"label":"Legg Mason Global Holdings LTD","detail":"Indirect owner: a parent of Franklin Templeton Global Investors Limited in the 75% or more band and a control person, since June 2021.","parent":"Franklin Templeton Global Investors Limited"},{"label":"Etp Holdings (cayman) Limited","detail":"Indirect owner: a shareholder of Legg Mason Global Holdings LTD in the 75% or more band and a control person, since June 2021.","parent":"Legg Mason Global Holdings LTD"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":2,"privateResidences":0},"listedOfficeAddresses":1,"officesByState":[],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"00442070738500","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for investment companies","Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients","Other"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":22},{"label":"U.S. government/agency bonds","percent":4},{"label":"Sovereign bonds","percent":46},{"label":"Investment grade corporate bonds","percent":18},{"label":"Non-investment grade corporate bonds","percent":5},{"label":"Cash and cash equivalents","percent":4}],"privateFunds":1},"sources":{"adv1FilingDate":"16 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/111360/PDF/111360.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Franklin Templeton Investment Management Limited have?","answer":"Franklin Templeton Investment Management Limited has 142 clients and manages $40.5 billion for them, as of September 2026. They include 107 pooled investment vehicles, 12 investment companies and 10 sovereign wealth funds and foreign official institutions.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 16 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Franklin Templeton Investment Management Limited offer?","answer":"Franklin Templeton Investment Management Limited provides portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions and other activities.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Franklin Templeton Investment Management Limited use?","answer":"Franklin Templeton Investment Management Limited’s separately managed account assets are held at Citigroup Inc. (New York, NY), with $3,553,865,482, Northern Trust Corporation (Chicago, IL), with $3,040,694,388, Jpmorgan Chase & Co (New York, NY), with $1,985,072,847 and State Street Bank and Trust Company (Boston, MA), with $1,913,119,146. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Franklin Templeton Investment Management Limited have?","answer":"Franklin Templeton Investment Management Limited has 0 investment adviser representatives registered with state securities authorities, out of 122 employees, and 71 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Franklin Templeton Investment Management Limited invest in?","answer":"At the end of its last fiscal year, Franklin Templeton Investment Management Limited’s separately managed accounts held 46% sovereign bonds, 22% exchange-traded equities, 18% investment grade corporate bonds, 5% high-yield corporate bonds, 4% U.S. government and agency bonds and 4% cash and equivalents. It advises 1 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Franklin Templeton Investment Management Limited?","answer":"Franklin Templeton Investment Management Limited is owned through a chain of holding companies by Franklin Templeton, Inc. and Etp Holdings (cayman) Limited. Its direct owners are Franklin Templeton Global Investors Limited (75% or more) and Templeton International, Inc. (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 16 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Franklin Templeton Investment Management Limited get paid?","answer":"Franklin Templeton Investment Management Limited is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}