Franklin Templeton Launches Suite of Tax-Managed Active and Passive SMAs at UBS, Powered by Canvas Custom Indexing Solution
26 Giugno 2024 - 3:15PM
Business Wire
Additionally, Franklin Managed Options
Strategies Team Introduces Options Overlay Capabilities at
UBS
Franklin Templeton today announces it is now offering a
comprehensive suite of tax-managed separately managed account (SMA)
strategies on UBS Wealth Management’s single and dual contract SMA
platforms. The lineup of active and passive SMAs will give UBS
advisors access to Canvas, Franklin Templeton’s Custom Indexing
solution—designed to provide personalized portfolios with the
potential to improve after-tax returns.
“Active strategies are built to generate excess return, but if
the capital gains taxes they generate are not managed carefully,
their after-tax returns can be significantly impacted,” said Roger
Paradiso, Head of Advisor Portfolio and Technology Solutions for
Franklin Templeton. “Marrying the fundamentals of Direct and Custom
Indexing with active management and channeling distribution into
the wirehouse and broker-dealer segment of the market is a
promising development.”
The strategies combine Canvas’ technology capabilities with
Franklin Templeton’s global equity specialist manager ClearBridge
Investments’ legacy in fundamental investing, enabling advisors to
seamlessly offer customized portfolios with fully digital account
implementation and management.
The strategy lineup includes:
- ClearBridge Large Cap Growth – Canvas Tax Managed
- ClearBridge All Cap Growth – Canvas Tax Managed
- ClearBridge Dividend Strategy – Canvas Tax Managed
- Franklin Templeton S&P 500 – Canvas Tax Managed
In addition to the Canvas tax-managed strategies, two additional
strategies from the Franklin Managed Options Strategies (Franklin
MOST) team have also launched at UBS:
- Franklin MOST Managed Call Selling
- Franklin MOST Risk Managed Equity
The addition of Franklin MOST alongside Canvas provides another
valuable capability for advisors to more effectively customize
client portfolios at scale.
Franklin Templeton is a leading provider in the fast-growing SMA
industry, with over $137 billion in SMA assets under management as
of March 31, 2024. These offerings are core to Franklin Templeton’s
investment in its Custom Wealth Solutions group that is focused on
delivering innovative and modular investment and practice
management solutions to advisors serving the high net worth
community.
All investments involve risks, including the loss of
principal.
IMPORTANT TAX INFORMATION:
Franklin Templeton, its affiliates, and its employees are not in
the business of providing tax or legal advice to taxpayers. These
materials and any tax-related statements are not intended or
written to be used, and cannot be used or relied upon, by any such
taxpayer for the purpose of avoiding tax penalties or complying
with any applicable tax laws or regulations. Tax-related
statements, if any, may have been written in connection with the
“promotion or marketing” of the transaction(s) or matter(s)
addressed by these materials, to the extent allowed by applicable
law. Any such taxpayer should seek advice based on the taxpayer’s
particular circumstances from an independent tax advisor.
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
May 31, 2024. For more information, please visit
franklintempleton.com and follow us on LinkedIn, X and
Facebook.
©2024. Franklin Templeton. ClearBridge Investments, LLC and FT
MOST are Franklin Templeton affiliated companies. All rights
reserved.
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version on businesswire.com: https://www.businesswire.com/news/home/20240626643675/en/
Franklin Templeton Corporate Communications: Stacey Coleman,
(650) 525-7458, stacey.coleman@franklintempleton.com Rebecca
Radosevich, (212) 632-3207,
rebecca.radosevich@franklintempleton.com
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