Franklin Resources(BEN)
icon
搜索文档
Franklin's (BEN) March AUM Benefits From Upbeat Markets
Zacks Investment Research· 2024-04-11 22:51
资产管理规模 - Franklin Resources, Inc. (BEN) 截至2024年3月31日的资产管理规模为1.64万亿美元,较上个月增长了1.4%[1] - BEN的股权资产为5927亿美元,较上个月增长了3.5%;固定收益资产为571.4亿美元,较上个月增长了1.3%;多资产管理规模为163.4亿美元,与2024年2月相比略有增长;现金管理余额为617亿美元,较上个月下降了6.9%;另外,另类资产为255.5亿美元,与上个月相比略有下降[4] 财务状况 - BEN通过非有机增长和业务多元化来支持其财务状况,强劲的资产管理规模将继续支持其营收增长。预计到2026财年,资产管理规模和营收将分别以9.1%和2.9%的复合年增长率增长[5]
Fiduciary Trust International Welcomes Two Industry Leaders to Radnor Office
Businesswire· 2024-03-13 21:10
RADNOR, Pa.--(BUSINESS WIRE)--Fiduciary Trust International, a global wealth manager and wholly- owned subsidiary of Franklin Templeton, announces that Maris A. Ogg, CFA, and Jeffrey M. Bagley, CFA, CFP®, have joined the firm as managing director and senior portfolio manager, both based in its Radnor office. "The Mid-Atlantic region remains a vital growth market for us, and we're proud that our clients trust us to provide top-notch service and personalized solutions tailored to their needs," said Julie Stro ...
AdvisorEngine Integrates With Charles Schwab Trust Bank, Expanding Data Connectivity for Its Wealth Management Platform
Businesswire· 2024-03-13 21:00
NEW YORK--(BUSINESS WIRE)--AdvisorEngine®, the financial experience company, continues to broaden its data connectivity capabilities through integrations with key institutional partners. AdvisorEngine announced today its integration with Charles Schwab Trust Bank, providing its wealth management platform the ability to digitally serve advisory firms with client accounts at the bank. Charles Schwab Trust Bank is a fiduciary-oriented bank that provides trust and custody services to more than 20,000 employee b ...
Franklin's (BEN) February AUM Benefits From Upbeat Markets
Zacks Investment Research· 2024-03-13 01:20
Franklin Resources, Inc. (BEN) reported its preliminary month-end assets under management (AUM) of $1.62 trillion as of Feb 29, 2024. This reflected an increase of 1.3% from the prior month’s level. The improvement was driven by positive markets and long-term net inflows, including the previously disclosed $5.5 billion in the retirement channel. However, fixed-income institutional client redemption of $2 billion affected the AUM balance. BEN recorded equity assets of $572.8 billion, which increased 4% from ...
Franklin Templeton Announces Reorganization of ClearBridge All Cap Growth ESG ETF (CACG) into ClearBridge Large Cap Growth ESG ETF (LRGE)
Businesswire· 2024-03-04 22:00
SAN MATEO, Calif.--(BUSINESS WIRE)--Franklin Templeton today announced the reorganization of ClearBridge All Cap Growth ESG ETF (CACG) into ClearBridge Large Cap Growth ESG ETF (LRGE). This reorganization is expected to be completed on or around June 14, 2024. The reorganization of CACG into LRGE includes the transfer of substantially all of CACG’s assets, net of any liabilities, to LRGE in exchange for shares of LRGE. Shares of LRGE will be distributed to current shareholders of CACG, and cash will be dist ...
Employee Turnover and Compensation Expectations are Key Challenges Facing Employers, Franklin Templeton's Voice of the American Workplace Survey Finds
Businesswire· 2024-02-28 22:15
SAN MATEO, Calif.--(BUSINESS WIRE)--The American workplace landscape is undergoing profound shifts according to the latest survey from Franklin Templeton. In its fourth year, Franklin Templeton’s Voice of the American Workplace Survey found that 91 percent of employers experienced turnover rates exceeding 10 percent in 2023. Furthermore, employee expectations, particularly regarding compensation, are on the rise, with 80 percent of employers struggling to meet demands for increased compensation. This year's ...
BEN or BLK: Which Is the Better Value Stock Right Now?
Zacks Investment Research· 2024-02-22 01:46
Investors looking for stocks in the Financial - Investment Management sector might want to consider either Franklin Resources (BEN) or BlackRock (BLK) . But which of these two companies is the best option for those looking for undervalued stocks? Let's take a closer look. There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The Zacks Rank favors stoc ...
Inaugural Franklin Templeton Institute Global Investment Management Survey Uncovers Predictions on Interest Rates, Inflation, Equity Market Growth and More
Businesswire· 2024-02-20 22:15
美联储降息预测 - 美联储预计今年将进行四次降息,与期货市场预测一致,比美联储自身“点阵图”预测的三次多一次[1] 投资专业人士调查结果 - Franklin Templeton的300名高级投资专业人士对全球经济、股票、固定收益和替代投资等领域的看法形成了调查结果[2] - 调查结果显示,全球经济增长将低于主要地区的共识预期,尤其是欧洲和中国[5]
5 Proposed Ethereum ETFs to Keep Your Eyes On
InvestorPlace· 2024-02-20 08:55
The news of the availability of spot BTC ETFs has shaken the digital asset world, pushing Bitcoin (BTC-USD) to the $50,000 mark. Ethereum ETFs advocates are expecting a similar effect, while well-known fund managers are preparing for the challenge and filling out the appropriate forms. If the SEC makes a positive decision soon, Ethereum (ETH-USD) holders could see a return to 2022 highs. Franklin Templeton (BEN) Source: Pavel Kapysh / Shutterstock.com Since its founding in August 1947, this international as ...
Franklin Resources' (BEN) AUM Rises on Strategic Acquisition
Zacks Investment Research· 2024-02-13 23:06
Franklin Resources, Inc. (BEN) reported its preliminary month-end assets under management (AUM) of $1.60 trillion as of Jan 31, 2024. This reflected an increase of 9.6% from the prior month’s level. The increase was driven by the acquisition of Putnam Investments (closed on Jan 1). This was partly offset by modest long-term net outflows. BEN recorded a fixed income AUM of $565.9 billion at the end of January 2024, increasing 10.6% from the December-end level. Further, Equity Income assets were $550.9 billio ...