Franklin Templeton

Quantifeed HK Limited is a financial technology company based in Sheung Wan, Hong Kong, that specializes in providing digital investment solutions tailored for financial institutions. Founded in 2013 by former investment banking executives, the company offers an automated investment platform that allows banks, brokers, and wealth planners to deliver a branded digital investing experience to their clients. The platform features a library of portfolios for asset allocation, thematic investments, and various trading strategies, supporting investments across major global markets. By offering configurable options, Quantifeed enables institutions to effectively meet their wealth management objectives and reach a broad consumer base efficiently. Its clients include online brokers, consumer banks, wealth advisors, and private banks in regions such as Australia, Singapore, Hong Kong, and China.

TIFIN is a venture capital firm based in New York that invests in technology companies aimed at transforming the relationship between investors and their investments. The firm specializes in sectors such as investment management, investment advisory, and personal finance. TIFIN focuses on building companies from the ground up or investing in them at an early stage, fostering innovation and enhancing the investment experience for individuals and institutions alike.

Eaglebrook Advisors is a crypto-focused investment firm that provides financial advisors with simple, secure and compliant access to bitcoin through the Eaglebrook Bitcoin SMA

Micruity is a developer of an income connectivity platform focused on enhancing financial infrastructure for secure retirements. The company's technology facilitates seamless data sharing among insurers, asset managers, recordkeepers, and third-party technology providers. By streamlining this process, Micruity enables clients to convert retirement savings plans into sustainable retirement income, addressing the financial stress that individuals face both during their working years and in retirement. The company's mission is to support innovative solutions that empower employees to achieve better financial and mental well-being as they plan for their future.

CAIS Capital LLC is a financial technology platform based in New York that connects independent financial advisors with a diverse range of alternative investment products. Founded in 2009, CAIS serves the multi-trillion-dollar independent wealth channel by providing access to specialized investment options, including hedge funds, private equity, private credit, real estate, structured notes, and digital assets. The platform streamlines the execution process for these investments and is enhanced by independent due diligence services from Mercer. By offering tools for portfolio construction and reporting, CAIS aims to empower financial advisors to navigate complex market conditions and improve client outcomes. The firm is a member of the National Futures Association, and its securities are offered through CAIS Capital LLC, which is a member of FINRA and SIPC.

ATM.com operates as an embedded finance platform that focuses on making micro-investing accessible to a broader audience. The platform facilitates the opening of investment accounts through its unique functionality, which includes features like Robo-Bumpers™ provided by Ant Money Advisors, LLC. By participating in rewards programs, users can generate micro-income that aids in saving and investing in the stock market. This approach empowers individuals to build their investments incrementally, promoting financial growth and literacy in a user-friendly manner.

UNest Holdings, Inc. is an investment advisory firm that offers a mobile application designed to assist parents in building, managing, and optimizing a tax-free college fund for their children. The UNest app facilitates the selection of the most suitable tax-advantaged education savings plans and allows parents to receive monetary gifts for their children from friends and family. Founded in 2018 by Ksenia Yudina and based in North Hollywood, California, UNest aims to democratize access to effective financial solutions, enabling parents to secure a better financial future for their children. The app enables users to open a Uniform Transfers to Minors Act (UTMA) account within five minutes, requires no paperwork, and offers features like advisor-guided investment plans, a simple gifting option, UNest Rewards, and the ability to set up recurring contributions.

Quantifeed HK Limited is a financial technology company based in Sheung Wan, Hong Kong, that specializes in providing digital investment solutions tailored for financial institutions. Founded in 2013 by former investment banking executives, the company offers an automated investment platform that allows banks, brokers, and wealth planners to deliver a branded digital investing experience to their clients. The platform features a library of portfolios for asset allocation, thematic investments, and various trading strategies, supporting investments across major global markets. By offering configurable options, Quantifeed enables institutions to effectively meet their wealth management objectives and reach a broad consumer base efficiently. Its clients include online brokers, consumer banks, wealth advisors, and private banks in regions such as Australia, Singapore, Hong Kong, and China.

AdvisorEngine is a next-generation wealth management platform for investment advisors to help grow their business. As the only technology platform to fully integrate Online Wealth Management, CRM and Portfolio Management in a seamless solution, AdvisorEngine offers RIAs a comprehensive, integrated experience with flexibility across workflows, data and usability, empowering advisors to aggregate assets by deepening the client relationship through both traditional face-to-face advice and completely digital, low-touch interaction. Founded by a team of experienced and creative financial and technology executives, AdvisorEngine is the most powerful and scalable platform for the investment advisor community.

Bambu is a global provider of digital wealth solutions, founded in 2016 and headquartered in Singapore. The company offers its products under the brands Intelligent Advisor, White-Label Robo, and Portfolio Builder, catering to a diverse range of sectors including banking, family offices, insurance, and asset management. Bambu's cloud-based platform utilizes proprietary algorithms and machine learning tools to simplify saving and investing for clients. The company collaborates with numerous notable financial institutions worldwide, enhancing its reputation through awards at prominent fintech events. With a commitment to growth and delivering high-quality service, Bambu has expanded its presence internationally, including subsidiaries in Hong Kong and the United Kingdom, as well as representatives across the Middle East, Africa, and the Americas.

Vestwell is a digital retirement platform founded in 2016 and headquartered in New York, New York. It simplifies the offering and administration of 401(k) plans for advisors, employers, and employees by eliminating traditional challenges associated with retirement plan management. The platform features seamless plan design, automated onboarding, and streamlined administration, all while providing flexible investment strategies at competitive prices. By serving as a single point of contact, Vestwell enhances the retirement planning experience, ensuring that both plan sponsors and participants have their interests prioritized. Additionally, the platform supports registered investment advisors with automated compliance options tailored to the specific rules and regulations governing defined contributions.

Benefit Street Partners L.L.C., founded in 2008 and headquartered in New York City, is a privately owned investment manager specializing in credit and alternative asset management. The firm manages over $9 billion in assets across a diverse range of strategies, including high yield, liquid loans, private and opportunistic debt, structured credit, and commercial real estate debt. Benefit Street Partners employs fundamental credit analysis, rigorous due diligence, and sophisticated risk management to protect principal and ensure the security of returns. The firm's investment approach encompasses various financial instruments such as senior secured loans, uni-tranche loans, and preferred equity. With additional offices in cities like Houston, San Francisco, and Boca Raton, Benefit Street Partners serves a wide array of clients, including institutional and high-net-worth investors, while remaining committed to maintaining the integrity of its underwriting process. The firm operates as a subsidiary of Providence Equity.

Bambu is a global provider of digital wealth solutions, founded in 2016 and headquartered in Singapore. The company offers its products under the brands Intelligent Advisor, White-Label Robo, and Portfolio Builder, catering to a diverse range of sectors including banking, family offices, insurance, and asset management. Bambu's cloud-based platform utilizes proprietary algorithms and machine learning tools to simplify saving and investing for clients. The company collaborates with numerous notable financial institutions worldwide, enhancing its reputation through awards at prominent fintech events. With a commitment to growth and delivering high-quality service, Bambu has expanded its presence internationally, including subsidiaries in Hong Kong and the United Kingdom, as well as representatives across the Middle East, Africa, and the Americas.

Random Forest Capital LLC is an investment management firm established in 2016 and located in San Francisco, California. The company utilizes data science principles to enhance investment strategies, employing machine learning and non-parametric statistical models to analyze vast datasets. By integrating statistical algorithms across numerous variables and observations, Random Forest Capital identifies persistent trends and effects within financial markets. The firm's approach transcends traditional human analysis, leveraging advanced machine learning techniques that have proven effective in various real-world applications, including medical diagnoses and sports analysis. Additionally, Random Forest Capital develops proprietary methods to further optimize investment returns.

Edinburgh Partners is an employee owned investment manager. The firm provides its services to banking or thrift institutions, investment companies, pension and profit sharing plans, and state or municipal government entities. It manages separate client-focused equity portfolios. The firm launches and manages equity and balanced mutual funds for its clients. It also launches and manages hedge funds for its clients. The firm invests in the public equity and hedging markets across the globe. It primarily invests in global, international, EAFE, and European equities. The firm employs a fundamental analysis with a contrarian approach to make its investments.

K2 Advisors Holdings LLC, based in Stamford, Connecticut, is a prominent hedge fund investment advisory firm and a subsidiary of Franklin Resources Inc. Founded in 1994, K2 has evolved from a small organization with less than $10 million in assets under management to one of the largest multi-billion dollar firms in the industry. The firm specializes in providing integrated hedge fund product solutions to a diverse clientele, including institutional investors, corporations, pension funds, insurance companies, foundations, and endowments. K2 Advisors emphasizes a disciplined investment philosophy focused on prudent capital allocation and sophisticated risk management, aiming to generate steady asymmetric returns across various economic conditions. The firm employs a range of hedge fund strategies designed to achieve lower volatility and reduced correlation with broader capital markets. K2 offers a variety of products, including custom-tailored investment programs, commingled funds of hedge funds, and hedge fund investment advisory services, all aimed at meeting the unique needs of its sophisticated investor base.

Balanced Equity Management (BEM) is a privately owned investment management firm based in Melbourne, Victoria, founded in 1988. Specializing in equity portfolios, BEM primarily serves institutional clients and focuses its investments in the public equity markets of Australia. The firm adopts a fundamental, bottom-up approach to stock selection, concentrating on value stocks of large-cap companies with market capitalizations exceeding $7.5 billion. Initially focused on Australia's 50 largest companies, BEM expanded its investment scope to include the 100 largest companies in response to client requests in 2003. The firm benchmarks its performance against the S&P/ASX 50 Accumulation Index and has consistently outperformed this benchmark since its inception. BEM operates as a subsidiary of Franklin Templeton Investments Australia Limited.

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.

Bissett & Associates Investment Management ltd

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.