Hello Progress

Bigandsmall

Global scale and boutique specialization.

With millions of clients across the globe, we’re one of the world’s largest asset managers. But we’re made up of a broad-based collection of diverse and independent specialist investment managers, each with its own unique focus and expertise. We believe it’s the best of both worlds.

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Meet our newest specialist manager

Founded in 1994, Lexington Partners is a leading manager of secondary private equity and co-investment funds. Lexington has tenured investment teams in secondaries and co-investments with professionals located in major centers for private equity investing around the world.

Established in 1947, Franklin Templeton is a leading global investment firm that delivers expertise across asset classes and geographies through its multiple specialist investment managers.

One of the world’s leading global fixed income managers. Founded in 1971, the firm is known for team management and proprietary research, supported by robust risk management and a long-term fundamental value approach.

With a legacy dating back over 50 years, ClearBridge Investments is a leading global equity manager committed to delivering differentiated long-term results through authentic active management.

Clarion Partners has been a leading U.S. real estate investment manager since 1982. Headquartered in New York, the firm has offices across the U.S. and in Europe, managing a broad range of real estate strategies across the risk/return spectrum for global investors.

Acting with conviction and discipline, Brandywine Global looks beyond short-term, conventional thinking to rigorously pursue long-term value across differentiated fixed income, equity and alternative solutions.

Established in 2008, the BSP platform manages funds for institutions, high-net-worth and retail investors across various strategies including: private/opportunistic debt, liquid loans, high yield, special situations, and commercial real estate debt.

Martin Currie builds global, stock-driven portfolios based on fundamental research, devoting its resources to delivering optimum investment outcomes and superior client relationships.

Royce Investment Partners is generally regarded as a pioneer in small-cap investing and has focused on this distinctive asset class for more than 45 years, leading to unparalleled domain knowledge of the smaller-company investment universe.

K2 Advisors was founded in 1994 to focus solely on hedge fund investing. Their investment philosophy is based on measuring, monitoring, and managing risk while seeking to generate returns independent of economic conditions.

New
fashioned

We don’t just welcome change. We make it.

For 75 years, we’ve been pioneering strategies and services that create better outcomes for our clients. Today, we continue our tradition of innovation—from including data scientists on our investment teams to partnering with fintech trailblazers to deliver digital wealth management solutions. The reason? To help you capture tomorrow’s opportunities.

See how we’re investing in progress for our clients.

Acquired O'Shaughnessy Asset Management and its custom indexing platform, Canvas®, that allows advisors to design and maintain custom indexes in SMAs tailored to clients' specific needs.

Completed acquisition of Legg Mason to solidify Franklin Templeton as one of the world’s largest, most diversified independent asset managers.

Reached 80+ ETFs across the U.S., Canada and EMEA within three years offering active, passive and smart beta ETFs across all three regions.

Made strategic investments in 20+ fintech companies to bring new and innovative solutions to clients.

Established a FinTech incubator on our San Mateo campus in partnership with EvoNexus.

Debuted our award-winning Goals Optimization Engine (GOE™) technology that uses a proprietary algorithm and machine learning to deliver personalized, high-value services to investors at greater scale.

Acquired AdvisorEngine, a leading technology platform provider. The company's capabilities help wealth management firms focused on delighting their clients, driving AUM growth and scaling business operations.

Launched Tango™ - our white labelled robo-advisor powered by GOE™

Going
beyond

We take partnership to the next level.

Investment solutions are the heart of our business. But we don’t stop there. From tailored training and support to technology solutions, we help advisors manage not only their clients’ portfolios but also their practices. Because we only succeed when you do.

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Greeeeeeen

We bring you more ways to invest sustainably.

We offer ESG focused investment solutions in all major asset classes. From portfolios with ESG integration and ESG tilts to values-driven, thematic and impact strategies, we give clients choice in how they can contribute to a more sustainable world. But we go a step further. We’ve also made sustainability an important component of our business. From our Sustainability and Stewardship Council that brings together ESG experts from our specialist managers to share insights and best practices, to our many industry collaborations, like the Net Zero Asset Managers Initiative, we’re invested in a brighter future for all.