Franklin Templeton Expands Partnership with Janney to Deliver Canvas Custom Indexing Platform - Seite 2

Franklin Templeton is a leading provider in the high-growth SMA industry, with approximately $116 billion in SMA assets under management as of June 30, 2023.

About Janney Montgomery Scott LLC

Janney is a leading full-service wealth management, capital markets, and asset management firm dedicated to putting client needs first. We are committed to providing individuals, families, businesses, and institutions with tailored financial advice to help reach their personal or business goals.

We focus on building strong relationships, supported by a foundation of trust and performance. With a history of strength and stability, an ability to execute, and a culture of service and collaboration, we continue to deliver on our mission of offering the highest standard of success in financial relationships.

Janney is an independently-operated subsidiary of The Penn Mutual Life Insurance Company and is a member of the Financial Industry Regulatory Authority, the New York Stock Exchange, and Securities Investor Protection Corporation. Additional company information is available at www.janney.com.

About O’Shaughnessy Asset Management

O’Shaughnessy Asset Management is a quantitative management firm, part of Franklin Templeton and based in Stamford, CT. OSAM has over 25 years of investment experience focused on concentrated, factor-based portfolio construction; SMA delivery; and is a leader in delivering tax-optimized investment solutions via its Canvas platform.

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 155 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 offices in more than 30 countries and approximately 1,300 investment professionals, the California-based company has over 75 years of investment experience and over $1.4 trillion in assets under management as of July 31, 2023. For more information, please visit franklintempleton.com and follow us on LinkedIn, Twitter and Facebook.