Franklin Templeton Introduces Equity SMA Models on Orion’s Platforms
Franklin Templeton has announced the availability of its equity separately managed account (SMA) models on Orion's platforms, including Orion Communities and Orion Portfolio Solutions (OPS). This move provides advisors using Orion's platforms with access to Franklin Templeton's diverse SMA product suite, leveraging expertise from specialist investment managers such as ClearBridge Investments, Putnam Investments, Martin Currie, and Royce Investment Partners.
The integration aims to enhance flexibility and investment options for advisors, aligning with Orion's mission to build a thriving wealth-tech community. Franklin Templeton, a leading provider in the SMA industry, offers a comprehensive range of strategies across asset classes, with over $137 billion in SMA assets under management as of March 31, 2024.
Franklin Templeton ha annunciato la disponibilità dei suoi modelli di conto separatamente gestito (SMA) sulle piattaforme di Orion, comprese Orion Communities e Orion Portfolio Solutions (OPS). Questa mossa offre agli advisor che utilizzano le piattaforme di Orion l'accesso alla variegata gamma di prodotti SMA di Franklin Templeton, sfruttando l'esperienza di gestori di investimenti specializzati come ClearBridge Investments, Putnam Investments, Martin Currie e Royce Investment Partners.
L'integrazione mira a migliorare la flessibilità e le opzioni di investimento per gli advisor, allineandosi con la missione di Orion di costruire una fiorente comunità nel settore delle tecnologie per la gestione della ricchezza. Franklin Templeton, fornitore leader nel settore SMA, offre una gamma completa di strategie attraverso le classi di attivo, con oltre 137 miliardi di dollari in asset SMA sotto gestione al 31 marzo 2024.
Franklin Templeton ha anunciado la disponibilidad de sus modelos de cuentas gestionadas por separado (SMA) en las plataformas de Orion, incluyendo Orion Communities y Orion Portfolio Solutions (OPS). Este movimiento proporciona a los asesores que utilizan las plataformas de Orion acceso a la diversa gama de productos SMA de Franklin Templeton, aprovechando la experiencia de gestores de inversiones especializados como ClearBridge Investments, Putnam Investments, Martin Currie y Royce Investment Partners.
La integración tiene como objetivo mejorar la flexibilidad y las opciones de inversión para los asesores, alineándose con la misión de Orion de construir una próspera comunidad de tecnología financiera. Franklin Templeton, un proveedor líder en la industria SMA, ofrece una amplia variedad de estrategias a través de diferentes clases de activos, con más de 137 mil millones de dólares en activos SMA bajo gestión a fecha del 31 de marzo de 2024.
프랭클린 템플턴은 오리온 플랫폼, 오리온 커뮤니티 및 오리온 포트폴리오 솔루션(OPS)을 포함한 주식 별도 관리 계좌(SMA) 모델의 가용성을 발표했습니다. 이 조치는 오리온 플랫폼을 사용하는 자문사들에게 프랭클린 템플턴의 다양한 SMA 제품군에 접근할 수 있는 기회를 제공하며, ClearBridge Investments, Putnam Investments, Martin Currie 및 Royce Investment Partners와 같은 전문 투자 관리자의 전문 지식을 활용합니다.
이번 통합은 자문사들에게 유연성과 투자 옵션을 향상시키는 것을 목표로 하며, 오리온의 번창하는 자산 기술 커뮤니티 구축이라는 미션에 부합합니다. 프랭클린 템플턴은 SMA 산업의 선도적인 제공업체로서, 2024년 3월 31일 기준으로 관리 중인 SMA 자산이 1,370억 달러 이상에 이르는 다양한 자산 클래스에 대한 전략을 종합적으로 제공합니다.
Franklin Templeton a annoncé la disponibilité de ses modèles de comptes gérés séparément (SMA) sur les plateformes d'Orion, y compris Orion Communities et Orion Portfolio Solutions (OPS). Cette initiative permet aux conseillers utilisant les plateformes d'Orion d'accéder à la diverse gamme de produits SMA de Franklin Templeton, en s'appuyant sur l'expertise de gestionnaires d'investissements spécialisés tels que ClearBridge Investments, Putnam Investments, Martin Currie et Royce Investment Partners.
L'intégration vise à améliorer la flexibilité et les options d'investissement pour les conseillers, en s'alignant sur la mission d'Orion de construire une communauté prospère de technologies financières. Franklin Templeton, un fournisseur leader dans l'industrie des SMA, propose une gamme complète de stratégies à travers les classes d'actifs, avec plus de 137 milliards de dollars d'actifs SMA sous gestion au 31 mars 2024.
Franklin Templeton hat die Verfügbarkeit seiner separat verwalteten Konten (SMA)-Modelle auf den Plattformen von Orion, einschließlich Orion Communities und Orion Portfolio Solutions (OPS), bekannt gegeben. Dieser Schritt bietet Beratern, die die Orion-Plattformen nutzen, Zugang zu Franklin Templetons vielfältigem SMA-Produktangebot, indem es Expertenwissen von spezialisierten Anlageverwaltern wie ClearBridge Investments, Putnam Investments, Martin Currie und Royce Investment Partners nutzt.
Die Integration zielt darauf ab, die Flexibilität und die Anlageoptionen für Berater zu verbessern, und passt zu Orions Mission, eine florierende Wealth-Tech-Community aufzubauen. Franklin Templeton, ein führender Anbieter in der SMA-Branche, bietet eine umfassende Palette von Strategien über Anlageklassen hinweg, mit über 137 Milliarden Dollar an verwalteten SMA-Vermögen zum 31. März 2024.
- Expansion of Franklin Templeton's SMA models to Orion's platforms, potentially increasing market reach
- Access to a diverse range of investment strategies from multiple specialist managers
- Significant SMA assets under management of $137 billion, indicating strong market position
- None.
Advisors can now access expertise from Franklin Templeton’s specialist investment managers though the Orion Communities and Orion Portfolio Solutions platforms
Orion Communities, an open-architecture model marketplace, offers a diverse selection of investment models from various providers, allowing for greater flexibility and choice. The OPS platform features a curated list of research-approved, high-quality investment options. As a fast-growing Turnkey Asset Management Program (TAMP) platform, Orion provides a robust, open architecture infrastructure for delivering Franklin Templeton’s innovative investment solutions to advisors for use with their investors.
“Advisors using Orion’s platforms will now have access to Franklin Templeton’s comprehensive suite of SMA strategies, giving them a broader array of compelling options to meet their clients’ investment goals,” said Sam Marciano, head of SMA distribution at Franklin Templeton. “This launch underscores our commitment to expanding our reach within the advisor community by making our SMA models available on the platforms with which advisors are actively engaging.”
“We are pleased to welcome Franklin Templeton’s equity SMA models to Orion’s platforms,” said Ron Pruitt, President of Orion Wealth Management. “This addition aligns with our mission to build a wealth-tech community where every advisor and investor thrives. By integrating Franklin Templeton’s specialist strategies, we are enhancing the flexibility and breadth of investment options available to advisors within our comprehensive wealth solutions, empowering them with complete solutions that can be customized to advisor/investor investment philosophy.”
Franklin Templeton’s equity SMA models are designed to offer tailored investment solutions, leveraging the firm’s expertise and its comprehensive lineup of specialist investment managers from Franklin Templeton, ClearBridge Investments, Putnam Investments, Martin Currie and Royce Investment Partners.
Franklin Templeton is a leading provider in the rapidly growing SMA industry, offering a comprehensive range of strategies across asset classes to help investors meet their investment goals. With more than
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
About Orion
Orion is a premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship by enabling financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected, technology-driven experience. Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, and Orion OCIO create a complete offering that empowers firms to attract new clients seamlessly, connect goals more meaningfully to investment strategies and outcomes, and ultimately track progress toward each investor’s unique definition of financial success. Orion services
Orion Portfolio Solutions, LLC ("OPS"), an Orion Company, is a registered investment advisor. OPS and Franklin Templeton are not affiliated companies.
All investments involve risks, including possible loss of principal.
This material is intended to be of general interest only and should not be construed as individual investment advice or a recommendation or solicitation to buy, sell or hold any security or to adopt any investment strategy. It does not constitute legal or tax advice. This material may not be reproduced, distributed or published without prior written permission from Franklin Templeton.
Separately Managed Accounts (SMAs) are investment services provided by Franklin Templeton Private Portfolio Group, LLC (FTPPG), a federally registered investment advisor. Client portfolios are managed based on investment instructions or advice provided by affiliated subadvisors of Franklin Templeton. Management is implemented by FTPPG, the designated subadvisor or, in the case of certain programs, the program sponsor or its designee.
Putnam Retail Separately Managed Accounts (SMAs): Putnam Investment Management, LLC acts as a discretionary investment manager or non-discretionary model provider in a variety of retail separately managed account programs and platforms (“SMA Programs”) sponsored by non-affiliated financial intermediaries (each, a “Sponsor Firm”). Through various Sponsor Firms, Putnam offers model-delivery SMAs as well as single- and dual-contract SMAs through a range of actively managed strategies. SMA Programs may require a minimum asset level and, depending on specific investment objectives and financial position, may not be appropriate for all investors. The information provided relates to Putnam Investments and its affiliates, which includes Putnam Investment Management, LLC.
Copyright © 2024 Franklin Templeton. All rights reserved.
1 Source: The Cerulli Edge
2 Source: 2023 Top 100 RIA Firms, Barron’s 2023.
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Franklin Templeton Corporate Communications:
Rebecca Radosevich, (212) 632-3207, rebecca.radosevich@franklintempleton.com
Source: Franklin Templeton
FAQ
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