Franklin Templeton

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Franklin Templeton Aligns Smart Beta ETF to Paris Agreement

Stockholm (NordSIP) - On July 30 and 31, Franklin Templeton extends its Franklin LibertyShare smart-beta ETF range with the launch of two climate-focused funds...

Franklin Templeton Social Infrastructure Invests in Copenhagen

Stockholm (NordSIP) - Franklin Real Asset Advisors announced the acquisition of a healthcare property located in Copenhagen on behalf of the Franklin Templeton Social Infrastructure...

Climate: Pressure Increases on US AMs

Stockholm (NordSIP) - ShareAction published a new report analysing the climate change voting record of asset managers at companies' AGMs. According to the report,...

Franklin Templeton Unveils First Active Euro Green Bond ETF

Stockholm (NordSIP) - Franklin Templeton has announced the launch of Europe’s first actively-managed Euro Green bond ETF. The new fund, Franklin Liberty Euro Green...

Rising ESG Scores Signal Growth Opportunities

Stockholm (NordSIP) – Templeton Global Macro (TGM), one of the investment teams of Franklin Templeton Investments, published its latest Global Macro Shifts report. The...

Research

Facts & Figures

Inception of sustainability strategy2013
Total AUM (USD)717.1 billion
AUM Responsible Strategies (USD)N/A
% screened>90%
% ESG integration>90%
% engagement>90%
% proxy voting>90%
Responsible Investment teamN/A

Ticking Boxes

Firm-wide ESG integration
Impact investing
PRI Signatory2013
UN Global Compact
CDP Signatory
UNEPFI Signatory
IIGCC Signatory
SWESIF
Funds in Hållbarhetsprofilen
Other membershipsSASB, Eurosif, CCGC, ICGN, UKSIF, RIA

Exclusions

All RI StrategiesFirmwide
International norm violations
Fossil fuel (all)
Thermal coal
Anti-personnel landmines & Cluster munitions
Weapons of mass destruction (nuclear, biological & chemical)
Weapons (all)
Tobacco
Alcohol
Gambling
Pornography
Fur
GMOs

IN BRIEF

Franklin Templeton Investments (FTI) is an investment manager with more than 60 offices spread across the globe, covering assets in 17 countries and regionsand clients and customers from more than 170 countries.

Responsible investment (RI) refers to the integration of environmental, social and governance (ESG) factors into investment decisions with the objective of providing better risk-adjusted returns, particularly over the long term. Our Responsible Investing Policies and Principles outline the philosophy and approach we take to ensure that ESG consideration is embedded throughout the investment process. We draw a clear distinction between ESG and Socially Responsible Investing (SRI) in our Responsible Investment Policies and Principles. SRI is an investment philosophy that considers both financial returns and ethical objectives. Although SRI may incorporate ESG factors, SRI is based on screens (negative and/or positive) which can exclude or include certain securities.

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FTI seeks to consider ESG factors as an integrated element of our investment research and decision making, where we believe these factors may influence the risks and rewards in the portfolio. Each of our investment groups, in order to provide our clients with the opportunity to build truly diversified portfolios. This includes unique approaches to considering and managing portfolio risks, including ESG related risks. Our fully integrated ESG approach leverages FTI’s investment research teams and risk management framework. This approach applies across our investment groups and has the flexibility to accommodate distinct approaches to the analysis of ESG issues, consistent with each group’s individual investment style.

As an active manager, our investment professionals’ activities include meetings and dialogue with company management, engagement, advisory board participation, and proxy voting (where authorized by our clients), applicable to the different investment strategies across the firm.

Sustainable Products & Strategies

Core / Impact

Active SRI

Screened

Source & Resources