# OpenAI — Franklin Templeton uses OpenAI to support investment research

- Company: OpenAI (openai.com)
- Announced: 2026-11-05
- Category: not stated
- Coverage: not counted
- Announcement: no
- Group: routine
- Source: https://openai.com/index/franklin-templeton
- Record: https://forck.live/items/32451-franklin-templeton-uses-openai-to-support-investment-research
- Subject: GPT / ChatGPT / API

Franklin Templeton is developing AI workflows, starting with equity research, so portfolio managers can compare research views and examine the risks behind an investment idea. Codex is one of several tools its investment teams use to build those workflows, according to the company. When the firm first tried AI, it put data in a database and connected models to it, but the models did not understand how the data fit together, so the answers fell short. Adding agents and a semantic layer, described as a structured model of what the firm's data means and how it is connected, changed the results. Franklin Templeton has used Codex in hackathons, pairing experts with investment practitioners as they build their own tools, and its Investment AI champions work to turn experiments into production-ready workflows with security review, expert support and data controls. The firm wants its systems to widen the range of research and opinion rather than narrow it, because tools that learn a user's preferences and surface more of the same could bring a biased perspective into the investment process.

## Evidence

Verbatim from https://openai.com/index/franklin-templeton:

> Starting with equity research, Franklin Templeton is developing AI workflows to help portfolio managers compare research views and examine investment risks.

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Record: https://forck.live/items/32451-franklin-templeton-uses-openai-to-support-investment-research
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