Portfolio Models
Policy-driven asset allocation frameworks integrating traditional markets with tokenised and digital assets.
This page provides general information and is not investment advice.
Institutional Allocation with Web3 Integration
Our portfolio models are designed for institutions and family offices, combining diversification, liquidity management, and governance with selective integration of tokenised real-world assets. Each model follows compliance-first principles—ensuring transparent risk disclosures, custody safeguards, and suitability assessments.
Model Frameworks
Core Model
Traditional multi-asset allocation (equities, fixed income, alternatives) with conservative liquidity tiers.
Enhanced Model
Integration of tokenised RWAs where suitable, alongside traditional diversification.
Innovation Model
For qualified institutions: pilot allocations to digital assets, staking, or Web3 infrastructure under strict compliance guardrails.
Portfolio Construction
1. Objectives & Constraints
Define return targets, risk appetite, liquidity needs.
2. Asset Universe
Select eligible asset classes, including tokenised instruments.
3. Allocation & Guardrails
Set weights, limits, volatility bands, liquidity tiers.
4. Implementation
Custody setup, execution, reporting integration.
5. Oversight & Review
Ongoing monitoring, governance records, rebalancing.
Sample Allocation Models
Conservative Portfolio
60% fixed income, 25% equities, 10% alternatives, 5% tokenised RWAs.
Balanced Portfolio
45% equities, 30% fixed income, 15% alternatives, 10% tokenised/digital.
Growth Portfolio
60% equities, 20% alternatives, 15% fixed income, 5% Web3/innovation.
Guardrails & Resilience
Risk
- Drawdown limits, VaR scenarios, stress tests
- Capacity checks, counterparty concentration
Liquidity
- T+0 cash, T+1 short-term, T+7+ longer-term tiers
Compliance
- Clear disclosures, suitability checks, audit trails
- Custody: segregation, operational resilience, vetted providers
Tokenisation in a Balanced Portfolio
A family office implemented a 10% allocation to tokenised real estate within a balanced portfolio. Results showed improved liquidity access and diversification—under strict custody and compliance guardrails.
Read Tokenisation Explained
Global Context
Our portfolio models incorporate global perspectives—balancing regional macro risks with cross-border compliance.
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Global Hubs
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Institutional Partners
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Models Tested Since 2020
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