Index 3: DeFi
Decentralized Finance (DeFi), is an emerging alternative that is challenging the existing financial system with unique solutions based on crypto technology and distributed ledgers. Layers of third parties are no longer required with DeFi solutions. This reduces cost and provides additional security with increased flexibility for the end user.
Disclaimer: Past performance does not guarantee future results. The performance data quoted represents past performance, so current returns may be lower or higher. The investment return and principal will fluctuate so that an investor’s shares when redeemed may be worth more or less than the original cost. The tokens in these Indexes are subject to change prior to fund launch.
The investment process may change over time.
The above mentioned characteristics are intended to illustrate some of the criteria the strategy team considers in selecting assets for client portfolios.
There is no guarantee that investment objectives will be achieved. Allocations are subject to change. Actual underlying allocations may vary over time as markets change.
Portfolio characteristics are based on a representative account from the On-Chain Digital Assets Core SMA Composite. A representative portfolio may vary significantly from other similarly managed separate accounts, depending on various factors, such as portfolio size, specific investment guidelines, and inception date of the account. Weight based on market cap as indicated on table above. The percentage may be less than 100% due to rounding. Information is historical and may not reflect current or future portfolio characteristics. All portfolio holdings are subject to change.