Description
SWOT ANALYSIS OF FRANKLIN TEMPLETON INVESTMENT

Franklin Templeton Investments

Parent Company

Franklin Templeton Investments

Category

Investment Services

Sector

Banking and Financial Services

Tagline/ Slogan

Gain from our perspective

Multiple world-class investment management groups – Franklin, USP Templeton and Mutual Series

STP

Individuals, institutions, trusts, partnerships and other clients looking Segment for financial service to manage their funds

Target Group

Rich individuals, institutions and partnerships

Positioning

Pioneer in global investing

SWOT Analysis

1. Huge array of offerings: investment solutions for U.S. investors including mutual funds, retirement savings vehicles and over 500 college savings plans. 2. History of robust business and growth 3. Reputed brand image Ranked amongst top 10 securities companies 4. Specializes in conservatively managed mutual funds 5. Sponsorships of sports events globally Strength 6. A pioneer in global investing with clients in 150+ countries

1. Internal contingency may arise due to high dependency over brokers/dealers and investment advisors. 2. Liquity pressure on company due to high fixed income. 3. Business concentrated across US increases firm’s dependency on US Weakness market.

1. Scope of market expansion: increasing offerings to customers. 2. Growth through mergers and acquisitions: Partnering/investing in foreign market to diversify on global scale. Opportunity 3.Rising demand for international stock in US between 2008 and 2011

Threats

1. Can be adversely impacted by new rules and laws: A change in law

can put pressure on profit margins, leading to change in company policy which might have cascading repercussions. 2. Financial consolidation might lead to units being merged. 3. Increasing competition: Competition from peers and new entrants in the industry.

Competition

1. State Street Global 2.Fidelity Investments 3. Raymond James Financial 4. Interactive Brokers Group 5. Wells Fargo Advisors Competitors 6. BlackRock



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