Policies and Regulatory Documents

As a global investment management organization, we have a fiduciary duty to manage the investments of our clients in a manner that maximizes their ability to achieve their financial goals. In addition to careful assessment of traditional risks and opportunities such as economics, geopolitical, and technological, we also consider risks and opportunities arising from sustainability-related considerations and their potential impact on our clients' investment portfolios.

Franklin Templeton’s firmwide sustainability principles and stewardship principles describe our approach to integrating financially material sustainability risks and opportunities into investment decision-making to support long-term value creation for clients. Our principles emphasize responsible stewardship—active monitoring, engagement, and proxy voting—to encourage issuers to manage environmental, social, and governance factors that could affect strategic resilience and performance. The principles highlight our intention to promote sustainable economic growth and more stable financial markets by engaging with companies, policymakers, and stakeholders, and reflect a commitment to accountability, transparency, and using sustainability insights to enhance risk-adjusted returns.

Our principles apply to: