Business
Franklin Templeton Expands Canvas Platform with Tax Aware Long-Short Capabilities
SAN MATEO, Calif., September 23, 2025--Franklin Templeton Expands Canvas Platform with Tax Aware Long-Short Capabilities
About this update from Franklin Resources, Inc.
[{"type":"text","content":"As direct indexing matures, tax aware long-short strategies represent a natural evolution of direct and custom indexing.","length":120,"tagName":"p"},{"type":"text","content":"SAN MATEO, Calif., September 23, 2025--(BUSINESS WIRE)--Franklin Resources, Inc. [NYSE:BEN], a global investment management organization operating as Franklin Templeton, today announced the launch of tax aware long-short strategies on its Canvas platform. The introduction of these strategies is designed to further position Canvas as a comprehensive platform for personalized, tax-managed investing by equipping advisors with an additional tool to meet a range of client objectives while aiming to improve pre- and after-tax returns.","length":534,"tagName":"p"},{"type":"text","content":"Starting with a U.S. Large Cap 130/30 structure, the suite of strategies will grow to include additional leverage options. Tax aware long-short strategies have shown strong recent industry growth and this launch is a continuation of the firm’s strategy to expand the Canvas investment solution suite, delivering a robust ecosystem of tools to partner firms and advisors.","length":370,"tagName":"p"},{"type":"text","content":"By combining long and short positions with the use of leverage, tax aware long-short strategies can expand the opportunity to generate excess return while enhancing tax benefits through increased loss harvesting potential compared to a long-only direct index. When fit for investors, these strategies provide a powerful tool to diversify concentrated stock positions, prepare for liquidity events, and unlock portfolios constrained by tax lock.","length":444,"tagName":"p"},{"type":"text","content":""Tax aware long-short strategies are gaining momentum and Canvas stands apart as one of a few solutions offering both long-short and traditional direct indexing in one seamless, advisor-friendly experience," said Roger Paradiso, Head of Franklin Templeton Custom Client Solutions. "Our quantitative legacy combined with our advanced front- and back-end technology, gives us a unique edge in delivering tax aware long-short portfolios seamlessly and transparently to clients. Like everything else on Canvas, this empowers advisors and investors to further unlock deep customization and tax efficiency."","length":621,"tagName":"p"},{"type":"text","content":"C...