Franklin Portfolio Associates, LLC (FPA) was founded in 1982 and currently manages over $19.5 billion* in U.S. and International Equity portfolios for more than 55 institutional clients. We provide institutional investment management services to many of the nation’s leading public and private institutions.
Our products emphasize a bottom-up, quantitative approach that seeks to identify undervalued securities using a quantitative screening process. Through our quantitative approach and disciplined investment process, we strive to design and manage U.S. and International equity strategies that are structured, risk-controlled and benchmark sensitive. Our structured investment process has more than a 25 year history of striving to add value to our clients’ portfolios. FPA understands that our clients are our most important asset and strives to not only meet, but to exceed their expectations on both an investment management and client service level. Because of our smaller client base, we feel that we are able to offer unique service solutions to our clients. We are organized as a Massachusetts limited liability company and are a wholly owned but independently operated, subsidiary of the Bank of New York Mellon Corporation. Our sole office is in Boston, Massachusetts, though through our parent company we are able to market our products around the world. *Includes assets managed as dual officer with Mellon Bank, N.A. and Dreyfus Corp. |
© Copyright 2008 Franklin Portfolio Associates, LLC
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