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Franklin Resources
Franklin Resources (BEN) investor relations material
Franklin Resources AGM 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.AGM 2026 summary3 Feb, 2026
Opening remarks and agenda
Meeting commenced with introductions of board nominees, executive officers, and representatives from the independent auditor.
Agenda included director elections, auditor ratification, amendments to stock plans, and executive compensation approval.
Board and executive committee updates
Board nominees and current directors were introduced, with all standing for re-election.
Executive officers and senior management, including the CEO and CFO/COO, participated in the meeting.
Shareholder proposals
Proposals included election of directors, ratification of auditor, amendments to the 1998 Employee Stock Investment Plan and 2002 Universal Stock Incentive Plan, and advisory approval of executive compensation.
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Next Franklin Resources earnings date
Q2 20261 May, 2026
Franklin Resources
Next Franklin Resources earnings date
Q2 20261 May, 2026
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Frequently asked questions
Mutual Funds and More
Franklin Resources, Inc., operating as Franklin Templeton, is an American investment management organization with multinational operations. It provides a range of investment and wealth management services, including mutual funds, pension plans, and institutional and private wealth management solutions. It is headquartered in San Mateo, California, and its shares are listed on the NYSE.
Named After Benjamin Franklin
Franklin Templeton was founded in 1947 in New York by Rupert Johnson who named it after Benjamin Franklin, and initially operated as a traditional retail mutual fund company. During the 70s and 80s, the company saw significant growth under the leadership of Charles Johnson, Rupert’s son. During the first half of the 1980s, the company increased its assets under management by roughly 100% every single year. It also expanded its offerings and began to diversify its investment portfolios and Franklin made several key acquisitions that expanded its global reach. In 1992, it acquired Templeton, Galbraith & Hansberger Ltd., a move that significantly bolstered its international investment capabilities and gave the company the name it currently operates under.
The Key Business Segment
At its core, Franklin Templeton specializes in managing investment funds, which include mutual funds, institutional funds, and other pooled investment vehicles. The company provides investment management and advisory services to clients across various asset classes such as equities, fixed income, and alternative investments. Their investment approach combines individual stock selection, sector allocation, and macroeconomic analysis, aiming to deliver risk-adjusted returns over the long term. Some similar companies to Franklin Templeton listed on public exchanges are The Carlyle Group, KKR, and Apollo Global Management.
The Investment Products
The company offers a diversified range of investment products. These include traditional mutual funds, sector-specific funds, target-date retirement funds, and ETFs (Exchange-Traded Funds). Additionally, Franklin Templeton has expanded into alternative investments, offering products in areas like real estate, hedge funds, and private equity, catering to a broader range of investors and risk appetites.
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