Franklin Templeton Hires Industry Innovator Sandy Kaul as Senior Vice President

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SAN MATEO, Calif.–(BUSINESS WIRE)–Franklin Resources, Inc. [NYSE:BEN]a global investment management organization doing business as Franklin Templeton, today announced the appointment of Sandy Kaul as Senior Vice President, to provide advisory advice and thought leadership to the Franklin Templeton Institute. It will provide insights and actionable insights into the future of the investment and wealth management industry for the firm and its clients. Based in New York, Kaul brings more than 25 years of comprehensive industry experience from Citi, where she served as Managing Director and Global Head of Business Advisory Services.

“Sandy is a breakthrough thinker with an incredible ability to predict the future of our industry and foresee the future needs of our customers, and I’m thrilled to have her join us at this pivotal time in the industry,” said said Jenny Johnson, President. and CEO of Franklin Templeton. “She brings considerable expertise in anticipating and interpreting changing interests and service expectations in key investor segments globally, and she will share her insights with clients and investors through the Franklin Templeton Institute.”

Adam Spector, Executive Vice President and Head of Global Distribution, Franklin Templeton, said, “Now in our 75and year, we are eager and determined to take our history of customer-centric innovation to the next level. As the pace of change accelerates, Sandy will challenge and help us stay at the forefront of industry innovation and translate that insight into actionable insights to serve our customers. She has differentiated her career by developing a macro-level understanding of the evolution of the financial services industry and how that evolution affects investor allocations, trading strategies, products, operational practices and supporting technologies. .

Kaul has cultivated in-depth knowledge and has extensive experience in conducting cutting-edge research, thought leadership and predictive models focused on the evolution of the investment and wealth management industry. She will identify and champion opportunities to address industry advancements and drive transformation, with a focus on innovative distribution trends and digital disruptions. She will provide strategic insights to inform business decision-making on partnerships and investments, including within Franklin Templeton’s growing digital asset business.

Kaul said, “I couldn’t be more excited and energized to join an organization where a spirit of innovation, disruption and strategic experimentation pervades the highest levels. We are now in a unique position to define how we will respond to the transformative changes taking place in our industry, to position ourselves for the next decade and beyond. There is a wealth of knowledge and enthusiasm within Franklin Templeton that I look forward to tapping into, and helping to tap into, as we explore emerging opportunities and deliver critical insights to our customers.

At Citi, Kaul launched and grew the Citi Business Advisory Services practice, one of the industry’s leading thought leadership providers spanning Citi’s markets and global wealth management organizations, addressing key trends industry trends such as the integration of active and passive investment techniques, the emergence of beta strategies and solutions, the use of factor analysis, the rise of ESG, the importance of people’s alpha and the adoption of digital assets and tokenization.

Kaul joined Citi in 2009, having started his career there in 1985 as a futures research analyst covering commodities markets with Citi’s predecessor company, Shearson Lehman Brothers. She joined Commodities Corporation/Goldman Sachs Asset Management in 1995 as a Commodity Trading Advisor (CTA) and Portfolio Manager. After managing money for nearly six years, Kaul turned to consulting and led the strategy practice in the financial services division of niche financial markets management consulting firm Scient. .

Kaul combines its unique blend of sell-side, buy-side, and consulting insights to focus its research and thought leadership around what constitutes best practices and where innovation happens. She has been a frequent speaker at industry events and a widely published author, work that will continue in her new role at Franklin Templeton.

About Franklin Templeton

Franklin Resources, Inc. [NYSE:BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton and serving clients in more than 155 countries. Franklin Templeton’s mission is to help clients achieve better results through expertise in investment management, wealth management and technology solutions. Through its specialist investment managers, the firm offers boutique specialization globally, bringing extensive capabilities in fixed income, equity, alternative and multi-asset solutions. With offices in more than 30 countries and approximately 1,300 investment professionals, the California-based firm has 75 years of investment experience and approximately $1.5 trillion in assets under management as of March 31, 2022. For more information, please visit franklinresources.com.

Copyright © 2022. Franklin Templeton. All rights reserved.

Franklin Distributors, LLC, Member FINRA, SIPC. Franklin Distributors, LLC, is a subsidiary of Franklin Resources, Inc.

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