Company Profile

Type :

Public Company

Traded as : NYSE:BEN
S&P 500 component

Industry :

Financial Services.

Founded : New York USA (1947)

Head-

quarters :

Key people: Greg Johnson (Chairman & CEO)

San Mateo, California

Rupert Johnson Jr. (Vice-Chairman)
Jed Plafker (President)

Products :

Mutual Funds and Retirement Planning

REAL ASSET MANAGEMENT

Investing globally since 1984 and counts among its clients leading institutions
and retail investors from around the world.

The team strives to provide investors with an efficient alternative for

investing globally in private real estate funds, private infrastructure and real
resources funds and listed real estate securities.

ESTABLISHED

Style
Capabilities

Strengths

1984

Multi-sector, multi-region
1. Global Private Real Estate
2. Global Listed Real Estate Securities
3. Global Private Infrastructure and Real
Resources
1. Experienced and multinational team of
investment professionals
2. Skillful sourcing and selection capabilities
across markets
3. Emphasis on risk management, seek
downside protection
4. Focus global private real estate,
infrastructure and real resources
investments

LOCAL ASSET MANAGEMENT

Established

1993

Style

Growth, Core and Hybrid

Capabilities
Strengths

Global, Regional, Single-Country

Global portfolios on a country-by-country
basis
Access to local investment managers,
stocks and research
Leverage Franklin Templeton's global risk
management .

Highlights of the Company

Annual revenue: US$ 7.985 BILLION (2013)

Operating income:US$2.9213 BILLION

Net income: US$ 2.1502 BILLION

Total asset: US$ 15.3903 BILLION

Total equity: US$ 10.6855 BILLION

Highlights of the Company

An open and equity fund that follows the value based style of investing.

Buys only promising stocks that have the potential of long term growth but
are currently attractively valued for available cheap.

Large capital focus ensures high degree of stability and liquidity without
compromising on portfolio quality.

Suitable for investors looking at a conservative equity fund with a buy and
hold strategy an investment horizon of at least 3 years.

Analysis of Top performing Mutual Fund Scheme

Templeton India Growth Fund - Dividend

Portfolio Allocation & Top Holdings

By Assets

Top Holdings

Equity Investing Philosophy

Bottom-Up Approach : They follow a bottom-up approach to stock

picking. Their goal is to pick the best companies regardless of the
sector. They fully back their decision and invest heavily into that
company.

Fundamental Investors: They are fundamental investors. They rely

on in-house research as the basis for investment decision-making.

Methodical and Deliberate: They are also methodical and

deliberate in the investment style. Focuses more on emerging
themes, the big picture and the long term-ignoring rumours, 'hot
tips' and 'whisper estimates'.

Focus on Quality: They focus on 'quality'. Companies where

there is slightest doubts on management or the quality of
their financials and business models are ignored.

Look for Trends: Believes in spotting changes and trends

early that can be rewarding. They try to understand
companies and industries in future.

Unit holders First: They take responsibility as custodians of

our investors' money seriously. Teamwork and a disciplined
approach, rather than flamboyance, are the keys to
investing success.

SWOT Analysis
Strengths
1.

Huge array of offerings

2.

History of robust business growth

3.

Reputed brand image ranked amongst top 10 securities

4.

Specializes in managing mutual fund

5.

Sponsorships of Sports events globally

6.

A pioneering in global investing with clients in 150+

countries

Weakness
1.

Internal contingency may arrive due to high

dependency over brokers/dealers and
investment advisers.

2.

Liquidity pressure on company due to high

fixed income.

3.

Business concentrated across US , increases

firms dependency on US market.

Opportunities

1.

Scope of market expansion

2.

Growth through mergers and acquisitions

.Threats
1.

Increasing competition

2.

Can be adversely impacted by new rules and laws

Expert in Particular Area

Family Solutions
Family Solutions Planner tool helps us to plan for life-stage goals.
For example: Childs Future, Retirement planning, etc.

Key Features of Family Solution Planner

Family Solutions Planner

Goal Sheet

Application Form and Single Cheque

Goal Tracking via Family Solutions Account Statement

Thank You