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Franklin Portfolio Associates, LLC (FPA) was an asset management arm of The Bank of New York Mellon Corporation. The firm provides its services to public and private institutions, investment companies, state or municipal government entities, pension and profit sharing plans, pooled investment vehicles, charitable and non-profit organizations, corporations, wrap fee programs, and Taft-Hartley programs. It manages separate client-focused equity portfolios for its clients. The firm invests in the public equity markets across the globe. It typically invests in value stocks of small-cap, mid-cap, and large-cap companies. The firm employs a combination of a fundamental and a quantitative analysis with a bottom-up approach to stock selection. It has a disciplined investment process. The firm also employs a 130/130 long-short equity strategy and a market neutral long-short equity strategy as hedging techniques while making investments. It conducts in-house research to construct its investment portfolios. Franklin Portfolio Associates was founded in 1982 and was based in Boston, Massachusetts. As of January 1, 2009, Franklin Portfolio Associates was merged with Mellon Capital Management Corporation (MCM), a sister company of FPA under the BNY Mellon Asset Management umbrella. As of January 1, 2010 the heritage FPA Active Equity business was combined with that of heritage Mellon Capital. The same products and services offered at FPA have been re-branded under the MCM name.

View Top Employees from Franklin Portfolio Associates
Revenue $40 million
Employees 8 (8 on RocketReach)
Founded 1982
Address 50 Fremont St. Ste. 3900, San Francisco, California 94105, US
Phone (415) 546-6056
Fax (415) 975-2142
Category Investment Management, Investment Banking, Finance
Web Rank 3 Million
SIC 67, 679
NAICS 523, 52393, 52, 5239

Franklin Portfolio Associates Questions

The Franklin Portfolio Associates annual revenue was $40 million in 2023.

Frances Horwich is the president of Franklin Portfolio Associates.

8 people are employed at Franklin Portfolio Associates.

Franklin Portfolio Associates is based in San Francisco, California.

The NAICS codes for Franklin Portfolio Associates are [523, 52393, 52, 5239].

The SIC codes for Franklin Portfolio Associates are [67, 679].

Top Franklin Portfolio Associates Employees

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