Franklin Templeton, a global investment leader with more than $1.74 trillion in assets under management, has announced the launch of its Private Markets Model Portfolios, developed in collaboration with Corastone, a digital infrastructure platform and permissioned blockchain network built to streamline and scale private market investments.
The portfolios help financial advisors more efficiently incorporate private market investments into a professionally managed portfolio framework. They provide diversified, multi-asset exposure within a single-subscription, SMA-style structure that lowers the minimum investment per fund.
The model portfolio framework combines Franklin Templeton’s global investment capabilities across public and private markets with technology enabled by Corastone’s infrastructure. The integrated solution is designed to streamline key operational aspects of private market investing, including subscription processing, rebalancing, portfolio administration and ongoing management, while maintaining transparency and direct ownership of underlying funds. Clients gain direct exposure to underlying private market funds rather than accessing them through pooled fund-of-funds structures, supporting more frequent rebalancing cycles and greater flexibility within client portfolios.
Franklin Templeton’s private markets platform brings together a range of specialized investment managers, including Lexington Partners for private equity secondaries and co-investments, Clarion Partners for private real estate, and Benefit Street Partners for private credit. The platform is further complemented by Franklin Ventures, hedged strategies and digital asset capabilities, giving advisors broad access across alternative asset classes.
Private markets have historically been difficult to scale across advisor-managed portfolios due to operational complexity and fragmented workflows. The new offering addresses that gap by combining Franklin Templeton’s investment depth with Corastone’s purpose-built infrastructure, aiming to make diversified private market allocations more accessible and manageable for advisors serving a wide range of clients.
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“This launch reflects the evolution of private markets in client portfolios and the need for structures that allow advisors to implement those allocations efficiently. By supporting a single-ticket, SMA-style structure, these model portfolios are designed to help reduce operational complexity and improve scalability, while enabling advisors to implement diversified private market exposure within a professionally managed portfolio framework.”
George Stephan, Chief Operating Officer, Global Wealth Management Private Markets, Franklin Templeton
“Private markets have historically been difficult to scale across advisor-managed model portfolios due to operational complexity and fragmented workflows. This solution combines Franklin Templeton’s investment capabilities with Corastone’s infrastructure, making it easier for advisors to implement and manage diversified private market allocations within client portfolios.”
Rashad Kurbanov, Co-Founder and CEO, Corastone
