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.

This year, Putnam celebrates 75 years of managing money for individual and institutional investors. Inspired by balance, the firm has practiced an active, risk-conscious approach to pursuing client mandates since the launch of The George Putnam Balanced Fund in 1937. Today, Putnam provides investment services across a range of equity, fixed income, absolute return, and alternative strategies. The global asset manager and retirement plan provider distributes those services largely through intermediaries via its offices and strategic alliances in North America, Europe, and Asia.

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 designed for financial institutions, enabling them to provide a tailored digital investment experience under their own brand. Founded in Hong Kong in 2013 by former investment banking executives Alex Ypsilanti and Ross Milward, Quantifeed's automated platform allows banks, brokers, and wealth planners to efficiently reach a wide consumer base. The platform features a library of portfolios aimed at asset allocation, thematic investments, and various trading strategies, covering all major global markets. By offering configurable solutions that align with wealth management objectives, Quantifeed empowers financial institutions to enhance their service offerings and deliver a comprehensive digital wealth management experience to their clients.

O'Shaughnessy Asset Management is an investment management firm founded in 1987 and located in Stamford, Connecticut. The company specializes in offering a diverse range of investment strategies and management services, focusing on equity portfolios that cater to various client needs. It serves institutional investors, individual investors, and high-net-worth clients, providing tailored financial advisory and investment solutions that encompass micro-cap to large-cap value strategies. O'Shaughnessy Asset Management is committed to delivering effective investment management and advisory services to its clientele.

Legg Mason, Inc. is a publicly owned asset management holding company based in Baltimore, Maryland, founded in 1899. The company provides a wide range of investment management and related services to various clients, including pension funds, foundations, endowments, sovereign wealth funds, insurance companies, private banks, family offices, individuals, and both global institutional and retail investors. Through its subsidiaries, Legg Mason manages customized portfolios in equity, fixed income, and multi-asset strategies, as well as mutual funds and exchange-traded funds. The firm also invests in alternative markets and employs a combination of fundamental and quantitative research to inform its investment decisions. In January 2020, Legg Mason was acquired by Franklin Resources, Inc.

Athena Capital Advisors is an independent investment advisor and wealth management firm. Athena offers clients investment advice and management as their external chief investment officer, as well as wealth planning, impact investing, and investment administration and reporting services.

Established in 2008, BSP and affiliates manage over $9 billion in assets across a broad range of credit strategies including high yield, levered loans, private / opportunistic debt, liquid credit, structured credit and commercial real estate debt. BSP utilizes fundamental credit analysis, proprietary sourcing, due diligence, sophisticated structuring and comprehensive risk management across all the credit strategies it manages. BSP focuses extensively on principal protection and security of returns when assuming investment opportunities, carefully managing overall risk. As a core principle, BSP does not compromise underwritten integrity for yield / returns enhancement. BSP is an affiliate of Providence Equity Partners.

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 digital wealth technology provider headquartered in Singapore, specializing in solutions for financial institutions. Founded in 2016, the company offers a range of products under the Intelligent Advisor, White-Label Robo, and Portfolio Builder brands. Its cloud-based platform utilizes proprietary algorithms and machine learning tools to simplify saving and investing for clients. Bambu's technology enables financial institutions, including banks, family offices, insurance companies, and asset managers, to create personalized investment portfolios and risk profiles for their clients. The company serves over 20 financial institutions globally and has established a presence in the United Kingdom and the United States, along with representatives in the EMEA region.

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.

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.