PRESS RELEASES

Fiduciary Trust’s Carin Pai Addresses the CFA Institute on Key Wealth Management Trends

03.08.2017

New York–March 8, 2017—Fiduciary Trust Company International, a global investment manager and wholly-owned subsidiary of Franklin Resources, Inc., today announced that Carin Pai, Director of Portfolio Management, addressed the Chartered Financial Analyst (CFA) Institute at their 2017 Wealth Management Conference. The topic of her presentation was Trends in the Wealth Management Industry.

During this presentation Carin highlighted shifts within the industry, including a growing population of wealthy international investors who place a high value in technology and innovation. She also identified opportunities for firms to keep pace with the evolving needs of wealthy clients: These opportunities include optimizing investment returns net of fees and taxes, introducing innovative new products and developing solutions that create greater value.

About Fiduciary Trust
Fiduciary Trust Company International, a global investment management firm, has served individuals, families, endowments and foundations since 1931. With over $76 billion in assets under administration and management as of December 31, 2016, the firm specializes in strategic wealth planning, investment management and trust and estate services, as well as tax and custody services. The firm and its subsidiaries maintain offices in New York, Coral Gables, FL, Boca Raton, FL, St. Petersburg, FL, Los Angeles, San Mateo, CA, Washington, D.C., Wilmington, DE, and London. For more information, please visit fiduciarytrust.com.

About Franklin Resources
Franklin Resources, Inc. (NYSE: BEN) is a global investment management organization operating as Franklin Templeton Investments. Franklin Templeton Investments provides global and domestic investment management to retail, institutional and sovereign wealth clients in over 170 countries. Through specialized teams, the company has expertise across all asset classes -- including equity, fixed income, alternative and custom solutions. The company's more than 650 investment professionals are supported by its integrated, worldwide team of risk management professionals and global trading desk network. With offices in over 30 countries, the California-based company has 70 years of investment experience and over $728 billion in assets under management as of January 31, 2017. For more information, please visit franklintempleton.com.

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