Edward D. Perks, CFA

Edward D. Perks, CFA

Executive Vice President
Chief Investment Officer, Franklin Templeton Equity
Franklin Templeton Investments
Franklin Advisers, Inc.

Summary
Location: San Mateo, California
Tenure: 1992

Edward Perks is Executive Vice President and Chief Investment Officer of Franklin Templeton's equity teams, overseeing Franklin Equity Group, Templeton Global Equity Group, Templeton Emerging Markets Group, Franklin Mutual Series and Franklin US Value. In addition, he is a member of Franklin Resources' executive committee, a seven-member group responsible for shaping the company's overall strategy.

Mr. Perks is lead portfolio manager of Franklin Income Fund and related portfolios, as well as Franklin Balanced Fund.

Mr. Perks joined Franklin Templeton Investments in 1992. Prior to his current role, he served as the chief investment officer of Franklin Equity Group (FEG). He has also served as FEG's director of portfolio management, an evolution from his previous role as director of core/hybrid portfolio management. During his tenure with the firm, his experience has included equity, convertibles and high yield research across a wide range of industries. He has also held lead portfolio manager roles for the Franklin Convertible Securities Fund and Franklin Equity Income Fund. He became portfolio manager of Franklin Income Fund in 2002 and Franklin Balanced Fund in 2006.

Mr. Perks holds a B.A. in economics and political science from Yale University. He is a Chartered Financial Analyst (CFA) charterholder, a member of the CFA Institute, and the Security Analysts of San Francisco (SASF).