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Franklin Resources

Assessment year: 2018

Total score

0 out of 5

Awareness, understanding and intent

0 out of 5

Commodity

0 out of 5

Scope

0 out of 5

Implementation, monitoring and reporting

0 out of 5

Assessment year: 2017

Total score

0 out of 5

Awareness, understanding and intent

0 out of 5

Commodity

0 out of 5

Scope

0 out of 5

Implementation, monitoring and reporting

0 out of 5

Assessment year: 2016

Total score

2 out of 5

Overall forest policy

2 out of 5

Policy strength

1 out of 5

Reporting and transparency

4 out of 5

Assessment year: 2015

Total score

1 out of 5

Overall forest policy

2 out of 5

Policy strength

1 out of 5

Reporting and transparency

0 out of 5

Assessment year: 2014

Total score

1 out of 5

Overall forest policy

2 out of 5

Policy strength

1 out of 5

Reporting and transparency

0 out of 5

Financial institution type

Asset manager

United States

Collective commitments

Banking Environment Initiative member

New York Declaration on Forests signatory

150 Financial institutions

Investors and lenders need to adopt and implement environmental, social and governance (ESG) criteria that ensure their investments are not funding deforestation. For analysis of how the financial sector is performing click here.

This assessment has been carried out following the assessment methodology developed for the Forest 500 project.

Profile

Franklin Resources are an investment management firm headquartered in the US that serves private and institutional clients. Their services cover equity, fixed-income, multi-asset and alternative funds. As of 2017, Franklin Resources’ total assets under management amount to more than 700 billion USD. They are among the top 20 bondholders for Forest 500 companies, with over 1 billion USD worth of bonds across a broad range of forest risk sectors. They are also among the top shareholders for Forest 500 companies, with approximately 15 billion USD worth of shares.

Disclaimer

This assessment has been carried out following the methodology developed for the Forest 500 project, available here. Please see our disclaimer applicable to all information contained within this site and our citation guidance for advice on how to cite data presented here or elsewhere on this site.

Please contact us with any concerns or feedback about this or other assessments included in the Forest 500.