{"id":504824,"date":"2026-06-17T19:58:12","date_gmt":"2026-06-17T19:58:12","guid":{"rendered":"https:\/\/www.newsbeep.com\/ie\/504824\/"},"modified":"2026-06-17T19:58:12","modified_gmt":"2026-06-17T19:58:12","slug":"franklin-templeton-expands-canvas-platform-to-partners","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/ie\/504824\/","title":{"rendered":"Franklin Templeton Expands Canvas Platform to Partners"},"content":{"rendered":"<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">Franklin Templeton launched its Preferred Partner Program, expanding its Canvas platform to enable third-party asset managers to offer tax-managed versions of their proprietary investment strategies, the company said.<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">The program extends Canvas\u2019s personalization and tax management capabilities beyond Franklin Templeton products, allowing selected managers to deliver their investment products with a systematic tax overlay that combines traditional alpha and tax alpha within a single portfolio experience.<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">\u201cWe built Canvas to help advisors deliver more personalized and tax-efficient portfolios at scale,\u201d Roger Paradiso, head of Franklin Templeton Custom Client Portfolios, said in a statement. \u201cCanvas P3 further expands our strategy suite and gives advisors a way to access strategies from other select asset managers they also want to work with while adding tax-aware implementation at the individual account level.\u201d<\/p>\n<p data-component=\"related-article\" class=\"RelatedArticle\">Related:<a class=\"RelatedArticle-RelatedContent\" href=\"https:\/\/www.wealthmanagement.com\/investing-strategies\/model-portfolios-projected-to-reach-186t-by-2030\" target=\"_self\" data-discover=\"true\" rel=\"nofollow noopener\">Broadridge: Model Portfolios Projected To Reach $18.6T by 2030<\/a><\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">Through Canvas P3, MFS Investment Management, Federated Hermes and T. Rowe Price will offer select systematically tax managed strategies in partnership with Franklin Templeton.<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">The strategies, starting with separately managed accounts, will pair each manager&#8217;s investment expertise with Canvas\u2019s tax overlay capabilities, which are designed to target after-tax outcomes while maintaining alignment with the manager\u2019s investment approach.<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">The Canvas platform supports tax-loss harvesting, tax-aware transitions, annual tax budgets, concentrated stock diversification, client-specific restrictions and after-tax reporting, according to the company.<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">\u201cBy bringing other managers\u2019 strategies onto the platform, Canvas can help transform a manager\u2019s conversations historically anchored in performance, into a more personalized and integrated portfolio experience for advisors and their clients,\u201d Mark Lavan, head of wealth management at Franklin Templeton, said in a statement.<\/p>\n","protected":false},"excerpt":{"rendered":"Franklin Templeton launched its Preferred Partner Program, expanding its Canvas platform to enable third-party asset managers to offer&hellip;\n","protected":false},"author":2,"featured_media":504825,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[14],"tags":[72,176,61,60,174,175],"class_list":["post-504824","post","type-post","status-publish","format-standard","has-post-thumbnail","category-personal-finance","tag-business","tag-finance","tag-ie","tag-ireland","tag-personal-finance","tag-personalfinance"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts\/504824","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/comments?post=504824"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts\/504824\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/media\/504825"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/media?parent=504824"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/categories?post=504824"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/tags?post=504824"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}