On September 23, 2025, Franklin Resources, Inc. announced the launch of tax aware long-short strategies on its Canvas platform. This expansion is designed to further position Canvas as a comprehensive platform for personalized, tax-managed investing.
The new strategies, starting with a U.S. Large Cap 130/30 structure, aim to equip advisors with additional tools to meet diverse client objectives, potentially improving pre- and after-tax returns. These strategies can enhance tax benefits through increased loss harvesting potential compared to traditional long-only direct indexing.
This development is a continuation of Franklin Templeton’s strategy to expand the Canvas investment solution suite, which had approximately $13.8 billion in AUM as of June 30, 2025. The integration of tax aware long-short capabilities provides a powerful tool for diversifying concentrated stock positions, preparing for liquidity events, and unlocking tax-constrained portfolios.
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