Franklin Templeton Adds Managed Options Strategies to its Custom Indexing Platform, Canvas

Further strengthens Canvas as a leading platform for personalized and tax-managed investment solutions

Franklin Resources, Inc. (NYSE:BEN), a global investment management organization operating as Franklin Templeton, today announced the addition of managed options strategies to its custom indexing platform, Canvas. This latest enhancement will provide financial advisors a single account solution to implement options programs that add risk-management guardrails, target income generation, and/or diversify away from concentrated stock risk.

The new strategies will be managed by the Franklin Managed Options Strategies Team (MOST), pioneers in the "risk-managed" options business with over 30 years of options investing experience.

"The introduction of managed options strategies on Canvas reflects Franklin Templeton's continued commitment to bringing innovative, customized investment and practice management solutions to financial advisors," said Roger Paradiso, Head of Franklin Templeton Custom Client Solutions. "This development enhances advisors' ability to build custom, tax-managed SMAs that address specific client needs, and reinforces Franklin Templeton's continued leadership in the fast-growing SMA industry, bolstered by the rapid expansion of direct and custom indexing."

Drawing on the fundamentals of direct indexing, Canvas is an end-to-end multi-asset investment platform for advisors to easily automate tax management, simplify portfolio transitions, and personalize and manage accounts at scale. Over the past year its asset allocation choices have significantly expanded to include fundamental active equity strategies, municipal bonds, and active fixed income strategies, building on its core passive, factor, and custom indexing capabilities.

"We are excited about the added benefits options bring to custom indexing," said Jon Orseck, Co-CIO of Franklin MOST. "Beyond their complementary benefits from an investment perspective, both managed options and custom indexing aim to provide investors greater control and transparency. By unifying them within a single account on Canvas, advisors gain enhanced tax and operational efficiency that ultimately can help to deliver a better client experience."

Franklin Templeton is a leading provider in the SMA industry, with approximately $155 billion in SMA assets under management as of June 30, 2025, strengthened by the year-over-year growth of its Canvas platform, which accounts for $13.8 billion.

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 $1.6 trillion in assets under management as of June 30, 2025. For more information, please visit franklintempleton.com and follow us on LinkedIn, X and Facebook.

Copyright © 2025. Franklin Templeton. All rights reserved. O'Shaughnessy Asset Management, LLC and Franklin Managed Options Strategies, LLC are Franklin Templeton affiliated companies.

WHAT ARE THE RISKS? All investments involve risks, including possible loss of principal. Tax management practices may impact performance, portfolio characteristics and holdings; and may not result in favorable outcomes.

IMPORTANT INFORMATION CANVAS® is an interactive web-based investment tool developed by O'Shaughnessy Asset Management, L.L.C. ("OSAM") that permits an investment professional to select a desired investment strategy for the professional's client. At all times, the investment professional, and not OSAM, is responsible for determining the initial and ongoing suitability of any investment strategy for the investment professional's underlying client. The professional's client shall not rely on OSAM for any such initial or subsequent review or determination. Rather, to the contrary, at all times the professional shall remain exclusively responsible for same.

Franklin Templeton, its affiliates, and its employees are not in the business of providing tax or legal advice to taxpayers. These materials and any tax-related statements are not intended or written to be used, and cannot be used or relied upon, by any such taxpayer for the purpose of avoiding tax penalties or complying with any applicable tax laws or regulations. Tax related statements, if any, may have been written in connection with the "promotion or marketing" of the transaction(s) or matter(s) addressed by these materials, to the extent allowed by applicable law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.

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Franklin Templeton Corporate Communications:

Rebecca Radosevich, (212) 632-3207, [email protected]