TEMPLETON GLOBAL ADVISORS LIMITED

Overview

Templeton Global Advisors Limited is a foreign-affiliated investment adviser focused on institutional portfolio management and pooled vehicles. The firm operates primarily as a manager for institutions, investment companies and pooled investment vehicles, and it acts in commodity pool operator/commodity trading advisor (CPO/CTA) roles as part of its business activities. Fee arrangements are percentage-of-AUM based. The firm identifies itself as an active ESG investor, and its stated asset preference is equities, with a particular tilt toward exchange-traded instruments. Portfolio activity is concentrated in discretionary mandates; the manager runs both traditional equity strategies and vehicles that incorporate commodity and macro exposures consistent with its CPO/CTA role. Templeton Global Advisors Limited is not positioned as a capital allocator to third-party managers in the sense of an outsourced CIO, but it uses external alternative managers for specific asset classes (see Investments & Alternatives). Its client base is institutional and the firm’s advisory work spans individuals/small businesses, investment companies, pooled investment vehicles and larger institutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices