Western Asset Management Company, LLC and its affiliated entities form a global investment management organization specializing in fixed-income strategies. Operating as an autonomous specialist investment manager within the Franklin Templeton organization, Western Asset has over 50 years of experience providing discretionary investment management and advisory services. The firm primarily serves institutional clients, including pension funds, foundations, corporations, insurance companies, and public entities, while also offering strategies to retail separately managed account clients through wrap fee programs and private funds. Western Asset employs a long-term, fundamental value investing approach alongside multiple diversified strategies across various global fixed-income sectors, such as core, high yield, emerging markets, and structured products. The firm tailors its advisory services and products to meet the specific requirements of its clients through customized investment guidelines and objectives.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100.0M | 0.30% |
| $100M+ | 0.20% |
Standard fee schedule shown is for US Core strategy. Other strategies have different fee schedules and minimum account sizes ranging from $25 million to $100 million or equivalent.