On July 21, 2025, Franklin Resources, Inc. announced the addition of managed options strategies to its custom indexing platform, Canvas. This enhancement provides financial advisors with a single account solution for implementing options programs.
The new strategies are designed to add risk-management guardrails, target income generation, and diversify concentrated stock risk, and will be managed by the Franklin Managed Options Strategies Team (MOST). This development strengthens Canvas as a leading platform for personalized and tax-managed investment solutions.
This expansion reinforces Franklin Templeton’s leadership in the fast-growing Separately Managed Account (SMA) industry, where its Canvas platform accounts for $13.8 billion in AUM as of June 30, 2025. The integration of managed options aims to offer enhanced tax and operational efficiency for advisors and clients.
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