Client SuccessFranklin Templeton

Franklin Templeton | Clearwater for Stable Value to Drive Growth and Accelerate Stable Value Fund Management

Clearwater for Stable Value will provide Franklin Templeton with scalable investment technology, daily portfolio insights, and stable value-specific capabilities to support its expansion into separate accounts and new mandates. Franklin Templeton’s team will leverage this enhanced technology to effectively handle the nuanced aspects of managing stable value funds, including complex fund structures, securities, and specialized accounting treatment.

Market / Insurers
Franklin Resources, Inc. 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.
$1.6
trillion AUM
75+
years of asset management experience
1,500+
investment professionals globally
Challenges
  • Handling nuanced aspects of managing stable value funds
  • Fortifying their investment technology for the future
  • Enhancing their user experience
Results
  • Scalable investment technology
  • Daily portfolio insights
  • Stable value-specific capabilities to support its expansion into separate accounts and new mandates

“We believe engaging Clearwater will help favorably position us for growth and operational efficiency, with its next-generation technology focused on supporting our stable value fund management needs.”

Jo Anne Ferullo, CFA, Portfolio Managers with Franklin Templeton Fixed Income and co-leader of the firm’s Stable Value business