Franklin Templeton Introduces Equity SMA Models on Orion’s Platforms

Advisors can now access expertise from Franklin Templeton’s specialist investment managers though the Orion Communities and Orion Portfolio Solutions platforms

Franklin Templeton today announces the availability of a broad range of equity separately managed account (SMA) models on wealthtech solutions provider Orion’s platforms. The arrangement will provide enhanced access to Franklin Templeton’s diversified SMA product suite, across its specialist investment managers, by advisors who utilize those investment models in managing their investors’ accounts on the Orion Communities and Orion Portfolio Solutions (OPS) 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 $137 billion in SMA assets under management as of March 31, 2024¹, Franklin Templeton leverages its global expertise and resources to provide a diversified SMA product suite responsive to the evolving needs of clients.

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 California-based company has over 75 years of investment experience and over $1.6 trillion in assets under management as of July 31, 2024. For more information, please visit franklintempleton.com and follow us on LinkedIn, Twitter and Facebook.

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 $4.4 trillion in assets under administration and $69.4 billion of wealth management platform assets (as of June 30, 2024) and supports over six million technology accounts and thousands of independent advisory firms. Today, 12 out of the Top 15 Barron’s RIA firms² rely on Orion’s technology to power their businesses and win for investors. Learn more at Orion.com.

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 U.S. Managed Accounts Edition from 2Q 2024

² Source: 2023 Top 100 RIA Firms, Barron’s 2023.

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