Inside Look: Franklin Resources Employee Handbook Example for Corporate Excellence

Curious about what makes Franklin Templeton Investments a unique place to work? Get a firsthand look with this Franklin Resources employee handbook example. Discover the specific policies, values, and development opportunities that build the foundation for their celebrated corporate culture and the ongoing growth of their team members. From ethics to employee well-being, you’ll uncover the framework that Franklin Resources employees operate within.

Key Takeaways

  • Franklin Templeton Investments emphasizes a corporate culture of integrity and collaboration, prioritizing client interests and fostering an environment for continuous learning and mutual support.
  • The company upholds stringent ethical standards and anti-corruption policies, including strict adherence to laws like the U.S. Foreign Corrupt Practices Act and internal policies to prevent conflicts of interest and ensure transparency.
  • Franklin Templeton offers comprehensive training and development programs, including internships and various training initiatives, along with performance evaluations and feedback to aid in employee professional growth.

Inside Look: Franklin Resources Employee Handbook Example for Corporate Excellence

Fortune 500 Companies Employee Handbook

The Fortune 500 Companies Employee Handbook serves as a comprehensive guide outlining the rights, responsibilities, and expectations of employees within these esteemed organizations. Covering a wide array of topics, from workplace conduct to benefits and professional development opportunities, this handbook is designed to ensure clarity and consistency across all levels of the company. It provides valuable insights into company policies, procedures, and protocols, fostering a productive and harmonious work environment. As a vital resource, it not only helps employees navigate their roles effectively but also aligns their actions with the company’s overarching goals and values. With its emphasis on transparency and fairness, the Fortune 500 Companies Employee Handbook plays a crucial role in promoting a culture of excellence and mutual respect within the organization.

Understanding Franklin Templeton’s Corporate Culture

Franklin Resources employee handbook example

Franklin Templeton Investments thrives on a corporate culture of integrity and collaboration. Known for prioritizing clients, they cultivate collaboration among employees to create an environment conducive to growth and learning. This sense of camaraderie extends to all staff levels, from top-tier executives to interns and associates, who are continuously encouraged to learn and gain valuable experience.

A shared willingness to assist each other forms the cornerstone of Franklin Templeton’s corporate culture. This spirit of mutual support is not limited to just performing daily tasks, but also extends to personal growth and professional development. By fostering this nurturing environment, Franklin Templeton ensures that its workforce is continually evolving and adapting to the dynamic world of finance.

Franklin Templeton’s culture goes beyond emphasizing integrity and collaboration by placing clients at the core of all operations. The firm firmly believes that the clients’ interests should always take precedence, creating an ecosystem where trust and transparency flourish. This client-centric approach further strengthens Franklin Templeton’s corporate culture, positioning it as a trusted partner in the investment landscape.

Ethical Standards and Anti-Corruption Policies

Franklin Templeton upholds a robust Code of Ethics and Conduct, forming the backbone of its operations. This ethical framework emphasizes that client and shareholder interests should always take precedence over any personal gains for directors, officers, or employees. This principle of prioritizing the client’s interests is a testament to Franklin Templeton’s ethical standards and sets a benchmark for corporate excellence.

The firm’s commitment to upholding the highest ethical standards extends to its rigorous anti-corruption policies. These policies are designed to comply with stringent laws such as the U.S. Foreign Corrupt Practices Act. This includes the prohibition of:

  • bribery
  • facilitation payments
  • inappropriate gifts, entertainment, travel, and lodging
  • influencing decisions through hiring practices

To ensure adherence and maintain comprehensive records, the company requires appropriate documentation of all expenditures and due diligence for third parties to the fullest extent.

Franklin Templeton not only implements ethical standards and anti-corruption policies but also strictly enforces adherence to these guidelines. Depending on the severity and frequency of violations, the company may issue sanctions for breaches of the ethics code, ranging from reminder memos to termination. These robust measures ensure that ethical standards are ingrained in every facet of Franklin Templeton’s operations, fostering a culture of integrity and trust.

Conflicts of Interest and Transparency

Conflicts of interest can notably affect a firm’s reputation and client relationships in the investment landscape. Recognizing this, Franklin Resources maintains a strict policy against conflicts of interest. It expects its employees to avoid any situation that might conflict with their responsibilities to the company. This commitment to avoiding conflicts of interest reaffirms the company’s dedication to upholding its clients’ best interests at all times.

To ensure transparency and protect its clients’ interests, Franklin Templeton implements stringent policies. These include:

  • Prohibiting employees from engaging in front-running trades of a Fund or client
  • Prohibiting parallel trading with a Fund or client
  • Prohibiting trading against a Fund or client

By enforcing these policies, Franklin Templeton ensures that investment decisions are not influenced by conflicts and that its clients’ interests are always prioritized.

Franklin Templeton’s commitment to transparency includes:

  • Preventing conflicts of interest
  • Providing clients with clear, accurate, and timely information about their investments
  • Disclosing the costs associated with managing investments

By fostering a culture of transparency, Franklin Templeton reinforces trust with its clients and strengthens its position as a leading global investment management organization.

Employee Rights and Responsibilities

Employee Rights and Responsibilities

Employees at Franklin Templeton are not merely cogs in the machine; they are reliable custodians of the company’s values and ethics. The firm expects its employees to act with integrity and report any potential conflicts of interest. This empowers employees to play a proactive role in upholding the company’s ethical standards and reinforces a culture of mutual accountability.

Franklin Templeton employees have the following responsibilities:

  • Protecting company assets
  • Controlling the company’s internal resources
  • Managing company funds judiciously
  • Adhering to all established protocols for spending and reimbursement

These responsibilities ensure that employees are not just passive participants but active contributors to Franklin Templeton’s success.

In the world of finance, information is power. Recognizing this, Franklin Templeton mandates its employees to comply with confidentiality agreements and safeguard sensitive information. This crucial responsibility helps maintain the firm’s reputation for integrity and trust and protects the interests of its clients and stakeholders.

Adhering to Local Laws and Regulations

Abiding by local laws and rules and regulations is of utmost importance in the global financial landscape. Franklin Templeton recognizes this importance, and its employees are expected to strictly comply with all laws rules and regulations, including applicable laws. For example, violations of safety policies in jurisdictions like Missouri can lead to penalties that reduce a claimant’s worker’s compensation benefits by 25% to 50%, highlighting the significant repercussions of non-compliance.

Employees at Franklin Templeton are expected to:

  • Follow local laws
  • Adhere to internal company regulations
  • Obtain approval from Franklin Resources, Inc. Presidents to serve in capacities such as director or trustee for any company, in accordance with local regulations

This underscores the firm’s commitment to maintaining a high degree of professionalism and ethical conduct at all levels.

Franklin Templeton guarantees a fair, respectful, and legal business operation by complying with local laws and regulations. This commitment to compliance reflects the firm’s dedication to establishing and maintaining a culture of integrity, trust, and ethical conduct.

Protecting Intellectual Property and Confidential Information

The protection of intellectual property and confidential information is critically important in the digital age. Franklin Templeton is steadfast in its commitment to safeguarding sensitive data. It ensures that personal information collected from clients is neither sold nor shared with third parties. This includes personal identification, employment, and financial information, underscoring the firm’s commitment to confidentiality.

The company also implements rigorous procedures to maintain the confidentiality of investors’ non-public personal information. Regular assessments of the systems that hold such information are conducted to prevent unauthorized disclosure. By enforcing strict data protection measures, Franklin Templeton aligns itself with global best practices for data privacy and security.

Franklin Templeton’s commitment to protecting intellectual property, service marks, and confidential information goes beyond just compliance. It forms an integral part of the firm’s identity, reinforcing its reputation as a secure and trustworthy financial institution.

This steadfast commitment to data security further strengthens the trust between Franklin Templeton and its clients, solidifying its position as a global leader in investment management and securities.

Workplace Conduct and Professionalism

Workplace Conduct and Professionalism

For Franklin Resources, professionalism goes beyond being a buzzword; it is ingrained in their way of life. The company expects all employees to exemplify professional conduct in their behavior and communications. Employees are responsible for conducting themselves in a manner that maintains and enhances the esteemed reputation of Franklin Templeton Investments. This commitment to professionalism forms the bedrock of the company’s culture and is integral to its success.

Professionalism at Franklin Templeton extends beyond the individual actions of its employees. It permeates the entire organization, influencing how the company conducts its business, interacts with clients, and engages with the community. This unwavering commitment to professional conduct ensures that Franklin Templeton continues to command respect and trust in the global investment landscape.

A key part of maintaining professionalism is the management of conflicts of interest. Franklin Resources expects its employees to:

  • Avoid any situation that might conflict with their responsibilities to the company
  • Emphasize this aspect of professional conduct
  • Ensure that its business operations remain fair, transparent, and in the best interests of its clients.

Communication and Respect

Effective communication serves as the binding force in a professional setting. Franklin Resources places a significant emphasis on clear, concise, and respectful communication in all business dealings and correspondence. This focus on communication underscores the firm’s commitment to fostering a positive and respectful work environment.

Email and telephone communications at Franklin Resources are expected to maintain a professional tone and adhere to established etiquette. This is not just a protocol; it’s a testament to the firm’s dedication to fostering a respectful work environment. By emphasizing effective and respectful e mail and other communication methods, Franklin Resources ensures a harmonious and productive work environment.

The emphasis on communication and respect at Franklin Resources extends beyond just professional interactions. It is ingrained in the company’s culture, shaping how employees engage with each other, clients, and stakeholders. This commitment to respectful communication fosters a sense of camaraderie and mutual respect among employees, contributing to a positive and inclusive workplace.

Reporting Misconduct and Whistleblower Protections

In an industry where trust and integrity are crucial, Franklin Resources has set clear procedures for confidential reporting of suspected misconduct or unethical behavior by employees. This commitment to transparency and accountability is a testament to the firm’s ethical business practices.

The company doesn’t just encourage reporting; it protects those who do so. Franklin Resources offers protection to whistleblowers to encourage reporting without fear of retaliation. Confidentiality is maintained to protect the identity of whistleblowers, ensuring transparency in handling misconduct reports. These measures reinforce the firm’s commitment to ethical conduct and foster a culture of honesty and accountability.

However, the firm does not take violations of its ethics code or insider trading policy lightly. Violations may result in disciplinary action, termination of employment, and/or referral to appropriate governmental agencies. By holding its employees to a high standard of ethical conduct, Franklin Resources reinforces its commitment to integrity and transparency.

Oshkosh Employee Handbook Example

An Oshkosh employee handbook example serves as a comprehensive guide outlining the company’s policies, procedures, and expectations for its workforce. Within this document, employees can find valuable information regarding their rights, benefits, code of conduct, and disciplinary measures. Such handbooks are designed to ensure clarity and consistency in organizational practices while fostering a positive work environment. Oshkosh prioritizes the creation of inclusive, transparent, and supportive policies within its handbook, reflecting its commitment to employee well-being and professional development. Through regular updates and adherence to legal standards, the Oshkosh employee handbook example remains a crucial resource for both employees and the organization as a whole.

Training and Development Opportunities

Training and Development Opportunities

Recognizing the constant evolution of the industry, Franklin Templeton deems it important to offer its employees opportunities for training and development. The company offers various internships and graduate programs across different regions such as:

  • Asia-Pacific
  • Poland
  • United Kingdom
  • USA
  • Canada

These programs provide hands-on learning opportunities with experienced specialists in San Mateo.

The firm’s training programs include:

  • Student and graduate internships
  • Paid six-month internships
  • Summer internship programs
  • Associate internship program designed to prepare for a traditional summer internship

Through these programs, Franklin Templeton nurtures a culture of continuous learning and development, ensuring that its workforce remains equipped with the latest skills and knowledge.

Complementing these training opportunities is the Franklin Templeton Futures Associate Program. This two-year initiative, available in the USA, UK, and APAC, aims to develop talented individuals at the beginning of their careers through rotations in different departments such as:

  • Investment Management
  • Research and Analysis
  • Client Services
  • Operations

This commitment to providing diverse training opportunities underscores Franklin Templeton’s dedication to nurturing talent and fostering professional growth.

Internal and External Training Programs

Franklin Templeton offers a range of internal training programs, including intensive internship opportunities and targeted graduate programs. These programs span various departments such as investment management, marketing, technology, communications, and sales. The India Graduate Program, for instance, offers a one-year professional development experience at select universities in Hyderabad.

These programs are designed to enrich technical skills and emphasize the importance of building relationships and networking through the creation of interesting projects. By offering these extensive training opportunities, Franklin Templeton ensures its employees are equipped with the skills and knowledge necessary to excel in their roles and contribute to the company’s success.

To further support employee growth, Franklin Templeton subsidizes ongoing education and mandates periodic compliance training to adhere to the Anti-Corruption Policy. These measures underscore the company’s commitment to continuous learning and development, ensuring its workforce remains at the forefront of industry knowledge and expertise.

Performance Evaluations and Feedback

Performance evaluations at Franklin Templeton, more than just a routine process, serve as vital tools for assessing employee progress and pinpointing areas for development. By focusing on continual performance evaluation, the company ensures that its employees are always improving and growing in their roles.

Interns and associates at Franklin Templeton receive continuous guidance and feedback during their tenure. This feedback is essential for their professional growth, helping them identify strengths and areas for improvement. This culture of continuous feedback fosters a learning environment, enabling employees to continually improve their skills and contribute more effectively to the company’s success.

The feedback provided to program participants is reflective in the testimonials of past interns and associates, underscoring its significance for personal and professional enhancement. By fostering a culture of continuous feedback and performance evaluation, Franklin Templeton ensures that its employees are equipped to excel in their roles and contribute to the company’s success.

Health, Safety, and Well-being

Recognizing its employees as the most valuable asset, Franklin Resources is committed to creating a workplace that safeguards their health and safety. The company regularly updates and communicates safety protocols and emergency response plans to its employees, ensuring a secure work environment.

However, employee well-being goes beyond mere physical safety. Franklin Resources also offers wellness programs that include gym memberships, fitness classes, and nutritional advice to encourage a healthy lifestyle among employees. These initiatives underscore the company’s commitment to promoting holistic well-being among its employees.

In addition to physical wellness, mental health is also a key focus for Franklin Resources. The company offers comprehensive healthcare benefits and mental health support services as part of their employment package. This commitment to employee well-being reflects the company’s understanding that a healthy, happy workforce is crucial for its continued success.

Workplace Safety Policies and Procedures

Franklin Resources prioritizes workplace safety highly. The company maintains written safety policies, which are properly documented and acknowledged by employees through signatures, emphasizing the importance of these policies. This documentation helps protect employers by providing proof of consistent policy enforcement in case of incidents.

Safety policies at Franklin Resources include:

  • Documenting safety policies
  • Prominently displaying safety policies in common areas such as break rooms
  • Maintaining records of safety training attendance

This ensures that safety protocols are always top of mind for employees, fostering a culture of safety and vigilance.

Enforcing safety policies is also crucial. Violating these policies can lead to warnings or disciplinary action. By enforcing these policies, Franklin Resources ensures that its workplace remains safe and secure for all its employees.

Employee Assistance Programs and Wellness Initiatives

Franklin Resources’ Employee Assistance Programs (EAPs) provide critical support for various personal challenges including mental health, substance abuse, and financial services, encompassing care for employees and their households through on-call counselors and referrals. These programs are instrumental in promoting employee well-being and fostering a supportive work environment.

In addition to EAPs, the company also offers wellness initiatives that cater to both physical health and mental well-being. These include:

  • On-site fitness centers
  • Nap pods
  • Standing desks
  • Initiatives like book clubs and on-site counseling

These initiatives collectively support mental health and foster a better work-life balance, contributing to reduced burnout and improved overall employee wellness, which in turn provides a significant benefit.

Investing in these programs is cost-effective for Franklin Resources. EAPs cost organizations like Franklin Resources between 75 cents and $2 per member per month, a reasonable expenditure considering the substantial benefits to employee well-being and productivity.

By placing a premium on employee well-being, Franklin Resources positions itself as an employer of choice, attracting and retaining top talent.

Diversity and Inclusion at Franklin Resources

A rich blend of diverse perspectives forms a core strength of Franklin Resources. The company has built a culture deeply rooted in respect for diversity and a commitment to sustainability. Promoting an inclusive culture reflective of the diversity in its clients and communities is a cornerstone of Franklin Resources’ diversity and inclusion initiatives.

Franklin Resources’ dedication to diversity and inclusion goes beyond policies and is reflected in the recognition the company has received. Recognitions such as the ‘Best Place to Work for LGBTQ Equality’ by the Human Rights Campaign underscore its dedication to fostering a diverse and inclusive work environment.

The company’s commitment to diversity and inclusion is further demonstrated through its Employee Resource Groups (ERGs). These groups, designed to foster an inclusive workplace where employees from diverse backgrounds feel respected and positioned for success, address various dimensions of diversity, promoting inclusivity across:

  • ethnicity
  • gender
  • sexual orientation
  • ability

By fostering an inclusive and diverse work environment, Franklin Resources ensures that all employees feel valued and empowered to contribute their unique perspectives.

Commitment to Equal Employment Opportunities

Franklin Resources holds a firm commitment to promoting a diverse and inclusive workforce. The company maintains an equal opportunity employment policy, ensuring that all candidates are considered for employment without regard to:

  • race
  • color
  • religion
  • sex
  • national origin
  • age
  • disability
  • any other protected class

This policy underscores the company’s commitment to fostering an inclusive workplace where everyone has an equal opportunity to succeed, including but not limited to individuals from diverse backgrounds and experiences.

The company’s EEO policy is communicated to all employees and is a core part of the onboarding process for new hires. By promoting equal employment opportunities, Franklin Resources ensures that its workforce is diverse and that all employees have an equal opportunity to contribute to the company’s success.

Franklin Resources’ commitment to equal employment opportunities is more than just a policy; it’s a reflection of the company’s values. By fostering a culture of inclusivity and respect, the company ensures that its workforce is a true reflection of the diverse communities it serves.

Supporting Employee Resource Groups

Employee Resource Groups (ERGs) at Franklin Resources play a key role in cultivating a diverse and inclusive workplace culture. These ERGs address various dimensions of diversity, promoting inclusivity across:

  • ethnicity
  • gender
  • sexual orientation
  • ability

The company supports a variety of ERGs, each addressing a unique aspect of diversity. For instance, the Women’s International Network (WIN) is dedicated to supporting women’s advancement in skills and leadership, promoting gender inclusivity. Similarly, the BOLD Employee Resource Group serves Black (African, Caribbean, African-American) Associates at Franklin Resources, focusing on networking, professional development, mentoring, and discussions to empower and inspire.

These ERGs receive support through executive sponsors at Franklin Resources, which helps their efforts to offer networking, professional development, and cultural awareness activities. By supporting these ERGs, Franklin Resources fosters an inclusive culture that respects and values the unique experiences and perspectives of all its employees.

Taylor Morrison Home Employee Handbook Example

The Taylor Morrison Home employee handbook example exemplifies the company’s commitment to fostering a positive and inclusive work environment. Within this comprehensive guide, employees can find detailed information on company policies, procedures, and expectations. From codes of conduct to benefits packages, the handbook serves as a valuable resource for both new hires and seasoned team members. It outlines the company’s values, mission, and vision, providing a clear framework for professional behavior and growth. Taylor Morrison Home believes that a well-defined handbook not only ensures consistency but also cultivates a culture of transparency and accountability among its workforce.


From its robust ethical standards and commitment to transparency to its nurturing of a diverse and inclusive workforce, Franklin Resources sets the gold standard for corporate excellence. The company’s dedication to fostering a culture that values integrity, collaboration, and putting clients first, coupled with its commitment to employee training and well-being, positions it as a global leader in the investment landscape. As we’ve seen, Franklin Resources’ success is rooted in its values and its commitment to its employees, clients, and communities.

Frequently Asked Questions

What is Franklin Templeton’s corporate culture like?

Franklin Templeton’s corporate culture emphasizes integrity, putting clients first, and fostering collaboration among employees, creating a strong and client-focused work environment.

Does Franklin Templeton have a strong commitment to ethical standards and anti-corruption policies?

Yes, Franklin Templeton has a strong commitment to ethical standards and anti-corruption policies, as evidenced by its robust Code of Ethics and strict anti-corruption policies.

What are the responsibilities of Franklin Templeton employees?

The responsibilities of Franklin Templeton employees include acting with integrity, protecting company assets, managing company funds judiciously, and safeguarding sensitive information. These are essential guidelines for all employees to follow in their roles at the company.

Does Franklin Templeton offer training and development opportunities for its employees?

Yes, Franklin Templeton provides training and development opportunities through internships and graduate programs, allowing employees to gain hands-on experience with experienced specialists.

How does Franklin Resources support diversity and inclusion?

Franklin Resources supports diversity and inclusion by fostering an inclusive workplace through Employee Resource Groups.

Important Disclaimer:

The article presented here does not serve as a representation of the company’s actual employee handbook mentioned in this article.

Our discussions and insights regarding employee handbook are based on assumptions about what may be considered significant in the companies’ policies. These assumptions are drawn from available information and industry knowledge. Readers are advised that the content provided is for informational purposes only and should not be construed as an exact reflection of any company’s official policies or procedures. For precise and accurate details regarding a company’s employee handbook, individuals should refer directly to the company’s official documentation or consult with appropriate representatives.

Please be aware that the content on this page has been generated by using artificial intelligence language models and may contain errors, inconsistencies, or outdated information. It is provided as-is without any warranties or guarantees of accuracy. We strongly recommend using this content as a starting point for further research. We disclaim any liability for damages or losses resulting from the use or reliance on this content.

Tehsin Bhayani

AirMason was born when Tehsin was trying to create a digital culture book, but couldn’t find any solutions in the market that had all the features he needed. In 2016, AirMason officially launched. In five years, AirMason has created thousands of handbooks for more than 1,000 clients around the world.

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