Brandywine Global Investment Management is a registered investment advisor and an indirect, wholly owned subsidiary of Franklin Templeton, Inc. Founded in 1986 and headquartered in Philadelphia, Pennsylvania, the firm offers a wide array of equity, fixed income, balanced, and alternative portfolios that invest in U.S., international, and global markets. Brandywine Global primarily serves institutional clients, pension plans, foundations, endowments, and high net worth investors through separately managed accounts, private investment vehicles, and wrap-fee programs. The firm uses a value-driven, active investment strategy, utilizing both bottom-up fundamental stock selection and top-down macroeconomic analysis for fixed income. Investment teams are integrated into Franklin Templeton’s multi-boutique structure, with fixed income aligned under the Franklin Templeton Fixed Income Group and equity teams aligned under the Franklin Equity Group.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.70% |
| $10.0M - $50.0M | 0.50% |
| $50.0M - $100.0M | 0.45% |
| $100M+ | 0.35% |
Schedule represents the Classic Large Cap Value strategy. Other strategies have different fee schedules and minimum investments ranging from $5 million to $100 million.