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Timeline from AI file

Martin Currie

Created on July 25, 2024

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1881

Martin Currie established in Scotland.

1920s

Martin Currie established in Scotland.

1978

Registered with the US Securities and ExchangeCommission (SEC).

1980s

Began managing Asian equities.Australia Core Equity unit trust launches in 1982.

2005

Established dedicated client service team in New York.Legg Mason acquires asset management business of Citigroup and the local business rebrands as Legg Mason Australia.

2009

Became a signatory of the UN Principles of Responsible Investment.Opened client service office in Singapore.

2014

Acquired by Legg Mason Inc.

2019

Change of leadership with Julian Ide appointed CEO following the retirement of Willie Watt.

2020

Franklin Templeton acquires Legg Mason and their affiliates. Began oversight of Shiozumi Asset Management.

2021

Began using Franklin Templeton Opt-In Services model for back office functions*

*Functions include Enterprise Risk, Legal, Compliance, Finance and IT.

2022

UK Equity team joined Martin Currie from Franklin Templeton.

2023

Launch of first positive impact strategy, Improving Society to drive constructive societal change. Jen Mair appointed CEO.