Equity Share Purchase With Family In Franklin
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Key takeaways: Family offices are increasing their exposure to private equity — via both direct and fund investing. Private equity's long-term investment horizons, the potential for outperformance versus other asset classes and diversification benefits are primary attractions for family offices.
Jenny Johnson is President and Chief Executive Officer of Franklin Templeton.
The Johnson family built and owns about 40% of NYSE-listed mutual fund giant Franklin Resources, also known as Franklin Templeton. It was started in 1947 by Rupert H. Johnson Sr. as a retail brokerage firm on Wall Street; his son Charles became CEO in 1957; his son Rupert Jr. is still vice chairman.
Due to securities law restrictions and high investment minimums, investors in private equity funds fall into two groups; institutional investors and high-net-worth individuals.
There are several ways to branch into private equity investing, including through mutual funds, exchange-traded funds, SPACs, and crowdfunding. However, keep in mind that many private equity opportunities are only offered to qualified investors and may require a sizable minimum commitment as well as a high net worth.
Franklin Templeton has completed the acquisition of Putnam Investments announced on May 31. Putnam is excited to be part of Franklin Templeton and to continue offering a complementary set of investment capabilities to help clients pursue their financial goals.
Jenny Johnson (–) Franklin Templeton Investments / CEO
The Johnson family built and owns about 40% of NYSE-listed mutual fund giant Franklin Resources, also known as Franklin Templeton. It was started in 1947 by Rupert H. Johnson Sr. as a retail brokerage firm on Wall Street; his son Charles became CEO in 1957; his son Rupert Jr. is still vice chairman.
Overall Rating. Morningstar has awarded this fund 3 stars based on its risk-adjusted performance compared to the 434 funds within its Morningstar Category.
In 2020, Jenny Johnson became CEO and President of the firm and Greg Johnson became Executive chairman. In July 2020, Franklin Templeton acquired Legg Mason, Inc.