Sydney, 1 October 2025: Franklin Templeton has completed the global integration of Martin Currie’s investment capabilities into ClearBridge Investments. This marks a significant milestone in Franklin Templeton’s business strategy in Australia, reinforcing its commitment to local investors and to Australian-based investment capabilities.
This strategic alignment brings together two highly complementary businesses in terms of culture and investment approach and will see Australian Equities and Emerging Markets strategies added to ClearBridge’s existing global equity and infrastructure offering.
Franklin Templeton will now oversee the distribution of the full suite of ClearBridge strategies to institutional and wholesale clients across Australia and New Zealand.
Felicity Walsh, Franklin Templeton’s Managing Director for Australia and New Zealand, emphasised the significance of this integration: “Franklin Templeton’s completion of the Martin Currie integration is a crucial step in our commitment to the Australian market. Bringing together these highly complementary businesses under ClearBridge Investments strengthens our ability to deliver tailored solutions across all segments of the Australian market.”
For the Martin Currie team, being part of ClearBridge Investments means leveraging additional resources and scale, including research capabilities and expanded trading capabilities. The integration also aligns with their shared commitment to sustainability and ESG analysis.
Scott Glasser, Chief Investment Officer at ClearBridge, highlighted the complementary strengths of the combined investment offering.
“We are excited to bring these strategies under the ClearBridge umbrella while remaining true to the investment philosophy that has driven their success. ClearBridge and Martin Currie are highly aligned in investment approach and culture, making this a natural evolution,” Glasser said.
Reece Birtles, now Head of Australian Equities at ClearBridge Investments, reiterated that the quality and integrity of their Australian equity strategies remain unchanged.
“Our clients can be confident that our Australian equity strategies will continue to be managed with the same disciplined process, deep fundamental research and active management approach that have delivered strong outcomes over many years,” Birtles said. “Under the ClearBridge brand, we remain committed to offering a comprehensive suite of capabilities that help our clients achieve their long-term investment objectives.”
Walsh further highlighted the benefits of the integration for Australian investors: “In a rapidly evolving industry, the need for scale, stability and innovation is critical. This integration demonstrates our commitment to Australian investors and our mission to partner with them for long-term success.”
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About ClearBridge Investments
ClearBridge Investments^ is an active equity manager offering a broad range of strategies across global developed and emerging markets, local markets, and real assets. Our local market capabilities serve clients in the U.S., U.K., Canada and Australia. The firm manages more than US $200 billion (as of September 30, 2025).
ClearBridge manages diversified, high-conviction portfolios through collaborative fundamental research to meet the needs of some of the world’s largest asset owners and financial intermediary platforms. We invest as long-term, risk-aware business owners and seek to deliver consistency of process and performance for our clients through market cycles. A focus on durability drives everything we do; from the business models of the companies we own, to the holding periods of our portfolios, to the stability and longevity of our investment professionals.
As Franklin Templeton’s largest equity specialist, ClearBridge operates with investment autonomy from headquarters in New York and offices in Baltimore, Calgary, Edinburgh, Fort Lauderdale, Leeds, London, Melbourne, and Sydney.
About Franklin Templeton
Franklin Resources, Inc. [NYSE:BEN] is a global investment management organisation 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. Through its specialist investment managers, the Company offers specialisation on a global scale, bringing extensive capabilities in fixed income, equity, alternatives, and multi-asset solutions. With more than 1,300 investment professionals, and offices in major financial markets around the world, the California-based company has over 75 years of investment experience and over A $2.5 trillion in assets under management as of 30 June 2025. For more information, please visit www.franklintempleton.com.au.
^"ClearBridge Investments” refers to ClearBridge Investments Limited (AFSL 307727) its subsidiary, and its Authorised Representative, ClearBridge Investments, LLC., a U.S. registered investment adviser, as well as part of Franklin Templeton Investments Corp. in Canada, who have operationally integrated their businesses under the global brand, ClearBridge Investments.
Disclaimer:
All views expressed are based on internal research as of the date of publication. Views may change at any time and may differ materially from those expected at the time of writing. Franklin Templeton Australia Limited (ABN 76 004 835 849, AFSL 240827) (FTA L) is a part of Franklin Resources, Inc. and the Responsible Entity and issuer of the ClearBridge managed Funds. Neither FTAL, nor any other company within the Franklin Templeton group guarantees the performance of any Fund, nor do they provide any guarant ee in respect of the repayment of your capital. Before making an investment decision you should read the Product Disclosure Statement (PDS) and associated reference documents for the Fund carefully and you need to consider, with or without the assistance o f a financial advisor, whether such an investment is appropriate in light of your particular investment needs, objectives and financial circumstances. Further information relating to th e Fund can be found in the relevant PDS and associated disclosure documents on Franklin Templeton’s website : www.franklintempleton.com.au. In accordance with the Design and Distribution Obligations, FTAL maintains Target Market Determinations for each of the Funds, which are available at www.franklintempleton.com.au or by calling 1800 673 776.
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