Alternatives

Real Assets

These funds typically invest in tangible assets that derive their value from their substance and physical properties. Real assets include real estate, public and private infrastructure, natural resources, precious metals, and commodities.

Investors looking to add a broad real assets allocation to their private markets portfolio and gain access to key market sectors, including energy, power, infrastructure, and natural resources turn to CoinFlex. Real assets also serve as a crucial portfolio diversifier as they tend to respond to different economic conditions than other private asset classes. The performance of real assets, for example, has been positively correlated with inflation which has made them an effective hedge during periods when prices have risen.

CANNABIS

CoinFlex has pioneered the development of the institutional market in cannabis by leveraging our insights to help clients navigate a rapidly growing and changing global industry.

LEADING THE WAY FORWARD

Since 2016, CoinFlex has distinguished our expertise as a leader in cross-sector collaboration spanning consumer, health care, technology, industrials and regulatory policy verticals to offer the most comprehensive analysis of the global cannabis industry available on Wall Street.

• Our Ahead Of The Curve Cannabis coverage provides analysis of the US and global market opportunities, Canada's legalization of adult use sales, the CBD market, expansion of international markets, and proliferation of consumer brands and novel form factors.
• Our technical analysts, traders, options specialists and beyond share insights that highlight market flows, indicators, credit updates and other noteworthy developments impacting the performance of Cannabis industry securities through our Harvesting Gains trading desk commentary.

Infrastructure

We are one of the world's largest infrastructure investors, owning and operating assets across the utilities, transport, energy and data infrastructure sectors. Our portfolio, grounded in 7 years of investment experience, provides diversified exposure to scarce, high-quality businesses with significant barriers to entry. We invest in infrastructure assets that deliver essential goods and services - from the movement of passengers and freight over toll roads and rail networks to the distribution of energy and other products through ports and pipelines, and much more.

Commodities

Who we are
CoinFlex's commodities team seeks to generate alpha through directional and relative value strategies across both physical and financial commodities markets. We evaluate opportunities in natural gas, power, crude, and refined products, and agriculture, primarily in North America and Europe.
How we do it
CoinFlex uses fundamental research, proprietary analytical methodologies, and quantitative analysis to drive our views. We join these techniques with an intense focus on understanding each market we trade, reflected in our ability to generate supply and demand balances for each commodity or product. A key part of this process is our advanced technology platform that allows us to quickly and deeply understand patterns within a market or product, conduct scenario analysis and improve the overall accuracy of our views.

Credit

Who we are
CoinFlex's credit team seeks to generate alpha by focusing on the relationships that connect corporate bonds, convertible bonds, bank debt, credit derivatives, credit indices, and equities.
How we do it
Operating primarily across the U.S. and European corporate universe, the group's core strategies integrate structural, statistical, and fundamental approaches to investing across the corporate capital structure.

Hedge Strategies

Also referred to as alternative strategies, these investment strategies use both long and short positions in markets and securities as well as derivatives in an attempt to minimize market beta returns while seeking alpha and risk-adjusted returns. Some of the most common strategies are long and short equity, global macro, relative value, and credit.

Private Equity

Private equity funds typically invest in equity capital that is not quoted on a public exchange. Instead, the funds take direct ownership positions in private companies, which potentially may provide above-market returns and control of the investment, at the risk of reduced liquidity and diversification.

INSTITUTIONAL MANAGEMENT

When you select CoinFlex to manage institutional assets, you will discover why we've earned the reputation for solid performance and equally solid relationships. Our stable ownership and strong balance sheet allow us to think long-term, while our dynamic culture inspires long tenures and deep institutional knowledge. And, above all, our high rate of client retention demonstrates that we not only say what we do, we do what we say.

Foreign Exchange

CoinFlex finance offers a broad array of professional services and access to the global foreign exchange markets for commercial and institutional clients. execution and clearing services in virtually all tradable currency pairs and derivative instruments.

Currency pair trading, also known as FX or forex (foreign exchange), enables traders to take advantage of increases and decreases in a currency's value. The foreign exchange market is the most liquid in the world, with a daily trading volume of over $5 trillion. We are specialists in leveraged trading, giving you the potential to generate financial returns on both rising and falling prices across FX, market. Whether you're an experienced trader or completely new to it, we're here to help you find freedom in the financial markets.
What is foreign exchange?
Forex, or foreign exchange, can be explained as a network of buyers and sellers, who transfer currency between each other at an agreed price. It is the means by which individuals, companies and central banks convert one currency into another - if you have ever travelled abroad, then it is likely you have made a forex transaction.

Crypto asset

CoinFlex offers a variety of cryptocurrencies that can be traded in relation to many different currencies. We offer pairings with the following cryptocurrencies: Bitcoin, Litecoin, Ripple, TRON, Ethereum and many others. Study cryptocurrency price charts with CoinFlex


Investing vs. trading cryptocurrency There are two options when trading in the cryptocurrency market. You can buy actual cryptocurrency on exchanges, where you own the underlying asset. This is considered a long-term investment, as you are waiting for the price to rise significantly before selling.

ENERGY & SUSTAINABILITY

With the global shift toward more sustainable sources of energy, CoinFlex continues to expand coverage to track this critical evolution, providing cutting-edge insights and superior capital markets and advisory expertise.

INVESTED IN SUSTAINABLE GROWTH

Sustainability and Energy Transition are areas of intense focus for the investment community, impacting virtually every sector. At CoinFlex, we draw from our in-depth research and thought leadership across the firm as we explore Sustainability and its impact on the business and social landscape. We bring particular expertise in alternative energy, mobility technology, biotechnology, synthetic biology, Internet of Things, edge computing and 5G, and robotics and automation.

Energy Transition, in particular, draws on our leadership in next-generation energy coverage and also complements our long-standing expertise in traditional energy.

PRIVATE WEALTH MANAGEMENT

Our comprehensive approach to private wealth management will help you and your family enjoy your wealth today, and for generations to come.

FINANCIAL THOUGHT LEADERS, ON YOUR TEAM

When major market movements happen, our Wealth Management Investment Team is called upon by national news and media outlets to provide their expertise. Our Private Client Group advisors work with them, including our Chief Investment Strategist, Brent Schutte, to bring their insights and philosophy into your portfolio.

Every great financial plan should begin with the plans you have for your life. So we start by understanding your vision, values, and evolving goals before recommending anything. We then design a comprehensive plan that combines advanced investment and risk management strategies, allowing you to invest even more confidently.

OUR APPROACH TO ALTERNATIVE FUNDS

We offer investors broad alternative investment capabilities spanning hedge strategies and real assets through a multi-boutique structure. We are focused on seeking new, uncorrelated active return sources by following disciplined, risk-controlled investment processes.

INNOVATIVE THINKING FROM SPECIALIZED EXPERTISE A RIGOROUS APPROACH TO ALTERNATIVES INVESTING SOUND RISK MANAGEMENT

Each portfolio team within our alternatives group is comprised of specialists who are leaders in their disciplines, backed by the strength of Franklin Templeton's global operating platform. We believe that our research-driven global perspective and a focus on active risk management can further enhance the potential portfolio benefits of alternative investments. Our teams' practices are complemented by the firm's centralized risk management framework, providing improved risk transparency. This helps us pursue the desired return profiles in the most efficient manner.

Diversified Growth Strategies

Offers a wide range of return sources including market risk premia, alternative risk premia, and alpha, with less of the reliance on rising prices for traditional assets that traditional diversified growth strategies can have.

Long-Short Equity

Employs our multi-factor investment process based on CoinFlex's broadest global stock selection capabilities, while maintaining a consistent net long exposure to the market.

Risk Parity

Invests across global asset classes by risk allocation as opposed to capital, seeking to build a portfolio that is both broadly diversified, but not overly reliant on any single asset class.

Multi-Strategy

Offers a diversified approach to alternatives investing, seeking to provide broad exposure to several different CoinFlex strategies at the same time.