Franklin Templeton

Keyper is a digital real estate investment management solution platform that offers automation of daily tasks, monitoring of real estate portfolios, and access to data-driven insights for investors and property owners.

Putnam Investments, established in 1937, is a global investment management firm headquartered in London, UK, with approximately $6.57 billion in assets under management. It serves a diverse client base, including pension plans, investment companies, and corporations. The firm offers a range of investment services, focusing on equity and fixed income markets, and employs a risk-conscious, active management approach. Putnam operates as a subsidiary of Putnam International Holdings LLC.

Alcentra is a global asset management firm headquartered in London, specializing in sub-investment grade corporate credit. Established in 2002, the firm offers a comprehensive range of investment strategies, including senior secured loans, high-yield bonds, private credit, structured credit, special situations, and multi-strategy credits. Alcentra's team of experienced professionals operates from offices in Boston, New York, London, and Singapore, providing clients with tailored investment solutions across various asset classes and sectors. As a wholly-owned subsidiary of Franklin Resources, Inc., Alcentra collaborates with investors worldwide to identify and capitalize on market opportunities, leveraging its deep expertise in corporate debt.

Quantifeed is a digital investing platform that serves financial institutions, enabling them to provide a customized digital investing experience under their own brand. Founded in 2013 in Hong Kong by former investment banking executives Alex Ypsilanti and Ross Milward, Quantifeed offers an automated investment platform that includes a library of portfolios for asset allocation, thematic investments, and various trading strategies. Its software and financial models allow banks, brokers, and wealth planners to configure solutions tailored to their wealth management objectives, thereby facilitating access to a wide range of stocks, funds, and other asset classes across major global markets. This approach enables financial institutions to efficiently reach and engage a large customer base, enhancing their digital wealth management offerings.

Eaglebrook Advisors is a crypto-focused investment firm that specializes in providing financial advisors with secure and compliant access to bitcoin through its Bitcoin SMA. The firm has developed an asset management platform that facilitates financial advisory services by offering features such as portfolio integration, institutional custody, tax optimization, and liquidation. This platform enables users to manage their digital investments with ease while employing professional investment strategies.

O'Shaughnessy Asset Management is an investment management firm founded in 1987 and headquartered in Stamford, Connecticut. The company specializes in providing asset management and investment advisory services, focusing on a diverse array of equity portfolios that cater to various client needs. These portfolios range from micro-cap to large-cap value strategies, serving institutional investors, individual investors, and high-net-worth clients. O'Shaughnessy Asset Management is dedicated to delivering tailored investment solutions and managing client assets with a commitment to performance and client satisfaction.

Quantifeed is a digital investing platform that serves financial institutions, enabling them to provide a customized digital investing experience under their own brand. Founded in 2013 in Hong Kong by former investment banking executives Alex Ypsilanti and Ross Milward, Quantifeed offers an automated investment platform that includes a library of portfolios for asset allocation, thematic investments, and various trading strategies. Its software and financial models allow banks, brokers, and wealth planners to configure solutions tailored to their wealth management objectives, thereby facilitating access to a wide range of stocks, funds, and other asset classes across major global markets. This approach enables financial institutions to efficiently reach and engage a large customer base, enhancing their digital wealth management offerings.

Legg Mason, founded in 1899 and headquartered in Baltimore, Maryland, is a global asset management firm that provides investment management services to a wide array of clients, including pension funds, foundations, endowments, insurance companies, and individual investors. Through its subsidiaries, Legg Mason offers customized equity, fixed income, and multi-asset portfolios, as well as mutual funds and exchange-traded funds. The firm invests in public and private equity, fixed income, and alternative markets across the globe, employing a combination of fundamental and quantitative research. Legg Mason is committed to integrity and achieving the best possible results for its clients, with a focus on understanding their financial objectives and providing tailored solutions. As of 2020, Legg Mason operates as a subsidiary of Franklin Resources, Inc.

Athena Capital Advisors is an independent investment advisory and wealth management firm established in 1993 in the United States. The firm specializes in providing investment advice and management, acting as an external chief investment officer for its clients. Athena Capital Advisors offers a range of services, including wealth planning, impact investing, and investment administration and reporting. The firm caters to both institutional and private clients, assisting them in managing their financial portfolios through tailored investment services and products.

Bambu is a prominent digital wealth technology provider that focuses on developing and marketing digital wealth solutions for financial institutions. Founded in 2016 and headquartered in Singapore, the company offers its products under the brand names Intelligent Advisor, White-Label Robo, and Portfolio Builder. Bambu's cloud-based platform utilizes proprietary algorithms and machine learning tools to simplify saving and investing for clients. The company caters to various sectors, including banking, family offices, insurance, and asset management, serving over 20 financial institutions globally. In addition to its Singapore headquarters, Bambu has a subsidiary in the United Kingdom and the United States, along with representatives in the EMEA region. By leveraging advanced technology, Bambu enables its clients to provide personalized investment advice and create tailored portfolios for their customers.

Benefit Street Partners L.L.C. is a privately owned investment manager headquartered in New York City, with additional offices in Houston, San Francisco, Larkspur, Charlotte, and Boca Raton. Founded in 2008, the firm specializes in credit and alternative asset management, focusing on a diverse array of investment strategies, including private and opportunistic debt, high yield, and commercial real estate debt. Benefit Street Partners employs fundamental analysis and a bottom-up approach to develop its portfolios, which include senior secured loans, unsecured loans, and convertible instruments. The firm emphasizes principal protection and the security of returns while managing risk and conducts thorough due diligence and sophisticated structuring in its investment processes. As a subsidiary of Providence Equity L.L.C., Benefit Street Partners serves a range of clients, including institutions, high-net-worth individuals, and retail investors, and manages assets exceeding $9 billion.

Axoni is a technology company that specializes in real-time data replication and distributed ledger software for the financial services industry. Founded in 2017, it serves major financial institutions, including banks, asset managers, hedge funds, and market infrastructure firms globally, with offices in New York and London. Axoni's platform facilitates the seamless integration of traditional financial technologies with blockchain systems, offering market information and deep analysis of trends. Its solutions enable rapid deployment of critical financial networks and automate real-time data sharing among market participants, enhancing the management of legal records, lifecycle events, and cash flow calculations.

Bambu is a prominent digital wealth technology provider that focuses on developing and marketing digital wealth solutions for financial institutions. Founded in 2016 and headquartered in Singapore, the company offers its products under the brand names Intelligent Advisor, White-Label Robo, and Portfolio Builder. Bambu's cloud-based platform utilizes proprietary algorithms and machine learning tools to simplify saving and investing for clients. The company caters to various sectors, including banking, family offices, insurance, and asset management, serving over 20 financial institutions globally. In addition to its Singapore headquarters, Bambu has a subsidiary in the United Kingdom and the United States, along with representatives in the EMEA region. By leveraging advanced technology, Bambu enables its clients to provide personalized investment advice and create tailored portfolios for their customers.

Random Forest Capital LLC is an investment management firm based in San Francisco, California, founded in 2016. The company specializes in utilizing data science and machine learning to enhance investment strategies. By employing statistical algorithms across a vast array of variables and observations, Random Forest Capital aims to identify persistent patterns within financial data. Their approach minimizes human intervention in analyzing market events, allowing for more efficient and accurate predictions of expected gains in investments. The firm also integrates proprietary methods alongside its diverse machine learning techniques, which have been successfully applied in various real-world contexts, including healthcare and sports analysis. Additionally, they develop asset management software that assists institutional investors in identifying optimal opportunities across consumer, residential, and commercial credit sectors.

Balanced Equity Management, established in 1988, is one of Australia's earliest boutique fund managers, specializing in investment management services. Initially focused on managing equity portfolios for wholesale clients by investing solely in the country's 50 largest companies, the firm expanded its investment universe to include the 100 largest companies in 2003, responding to client demand. The company caters to both individual and institutional clients, delivering strong performance by consistently outperforming benchmark indices since its inception.

Rensburg Sheppards plc is a holding company that offers private client investment management services through its subsidiaries. It provides discretionary and advisory portfolio management services for private clients; specialist investment management services for charities, pension schemes, and trusts; and independent financial planning advice for private clients and businesses. It also offers discretionary investment management for company pension and self invested personal pension schemes; advice and guidance on pension schemes, life assurance, and income protection schemes; individual and corporate tax planning services, including ISAs and venture capital trusts; and inheritance tax planning services. The company was formerly known as Rensburg plc and changed its name to Rensburg Sheppards plc in May 2005. The company was founded in 1852 and is based in Leeds, United Kingdom. As of March 31, 2011, Rensburg Sheppards plc operates as a subsidiary of Investec Bank Plc.

Winfield & Company, a San Mateo, California-based investment firm, and moved Franklin's offices from New York to California. The combined organization had close to $250 million in assets under management and approximately 60 employees.