Eaglebrook Makes Available Franklin Templeton’s Digital Assets Model Portfolios

Franklin Templeton and Eaglebrook have partnered to offer passively and actively managed digital assets investment portfolios to RIAs and institutions. These portfolios will be separately managed accounts (SMAs) utilizing models provided by Franklin Templeton to Eaglebrook on a non-discretionary basis. Such SMAs offer direct ownership, minimal tracking error, low minimums and portfolio reporting integration. This partnership offers RIAs and institutions a best in class technology driven investment platform with digital assets model portfolios designed by a world renowned investment manager experienced in blockchain technology and asset management for use in managing their clients’ SMAs.

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Invest in ARK Invest Crypto Portfolios through Eaglebrook

ARK Invest and Eaglebrook have partners to offer actively managed digital asset investment portfolios to RIAs and institutions. The digital asset investment strategies will be in the seperately managed account (SMA) structure that allows for direct ownership, minimimal tracking error, low minimums and portfolio reporting integration. This partnership democratizes access to professionally managed crypto strategies and provides best-in-class service to financial advisors and the clients they serve.

At Franklin Templeton, an independent and dedicated group has been building digital asset expertise since 2018. The firm has been developing platforms, product expertise and strategy differentiation to help clients achieve investment in the digital asset ecosystem. Franklin’s Digital Asset team reviews assets based on various factors including market capitalization, protocol type and volume. The team includes assets based on a proprietary tokenomics scoring system, which excludes stablecoins and meme coins. The following portfolios typically targets 10-15 digital assets and each is rebalanced monthly.

Franklin Templeton Digital Assets Core

Digital Asset Core Crypto seeks to provide capital appreciation through a typical exposure of 10-15 assets weighted by market capitalization that pass Franklin’s selection process.

Franklin Templeton Digital Assets Core Capped

Digital Asset Core Crypto Capped seeks to provide capital appreciation through a typical exposure of 10-15 assets weighted by market capitalization that pass Franklin’s selection process. This strategy caps the BTC and ETH allocation of the overall portfolio to approximately 25% each. The rest of the portfolio is allocated to other selected assets based on their market capitalization, while distributing risk across these assets.

Why Crypto SMAs?
Seamless Onboarding
Our digital onboarding workflow is completely paperless and takes only a few minutes to onboard any type of client account including: Individual, Joint, Trust, LLC, Corporation, LP, Foundation/Non-profit, and IRA.
Daily Liquidity
Eaglebrook has daily liquidity that allows for client to both invest and withdraw assets within 24 hours compared to monthly or quarterly liquidity with other investment structures.
Professional Management
Digital asset investment portfolios are professionaly managed by a team of seasoned investment professionals that have deep experience in the digital assets market.
Security and Compliance
The client owns the digital assets in their name at a qualified custodian in an institutional-grade cold storage custody account that is offline from the internet. Eaglebrook adds robust security layers on top of the client’s custody account that greatly reduce the risk of the theft or hack.
Portfolio Integration
Eaglebrook has built deep integrations with advisor workflows and portfolio management systems that allows financial advisors to model, bill, and advise on their client’s bitcoin and digital asset holdings.
Portfolio Customization
Eaglebrook offers various digital asset investment strategies that are customizable by each client. This includes market entry strategies, tax-loss harvesting strategies, and asset allocation strategies.