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Franklin Templeton Expands Tax-Managed SMA Offerings on UBS Platforms

Author

Slice of Finance Team
07 Jul

Key Highlights:

  • New tax-managed SMA strategies now available on UBS Wealth Management's platforms.

  • Access to Canvas Custom Indexing for personalized portfolio management.

  • Collaboration with ClearBridge Investments for digital account implementation.

  • Franklin MOST strategies introduced alongside Canvas offerings.

Source (Business Wire)

Notable Quote:

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"Marrying the fundamentals of Direct and Custom Indexing with active management and channeling distribution into the wirehouse and broker-dealer segment of the market is a promising development. Active strategies are built to generate excess return, but if the capital gains taxes they generate are not managed carefully, their after-tax returns can be significantly impacted."

Roger Paradiso, Head of Advisor Portfolio and Technology Solutions at Franklin Templeton

Our Take:

The introduction of Franklin Templeton's comprehensive suite of tax-managed SMA strategies on UBS Wealth Management’s platforms marks a significant advancement in personalized portfolio management. By integrating Canvas Custom Indexing and collaborating with ClearBridge Investments, Franklin Templeton is providing advisors with cutting-edge tools to optimize after-tax returns for clients. The addition of Franklin MOST strategies further enhances customization capabilities, addressing a critical need in the high net worth advisory market. This strategic move underscores Franklin Templeton's commitment to innovation and delivering modular investment solutions, reinforcing its leadership in the growing SMA industry.