INSTITUTIONAL GUIDE
Considering tokenised investments?Start with the fit.
You know how to assess an investment. But what should you look at when it comes in tokenised form?
If you can already access a strategy through your broker, what does the tokenised route add? Can it work with how your institution holds and deploys capital?
And what should you understand about your rights, the responsible parties and access to your money?
DigiFT’s Institutional Allocator Guide to Tokenised Investments helps you work through these questions, starting with your investment needs.

What you’ll find inside
- When tokenisation could be useful. Seven situations to help you identify a practical benefit compared with your existing investment route.
- What sits behind the token. An introduction to the investment rights, institutional responsibilities and investor protections to understand.
- What matters in practice. Key considerations across custody, funding, settlement, exit, valuation and reporting.
- A two-page fit check. A fillable worksheet to identify your priorities, screen a product and focus your next conversation with the provider.
Who is it for?
Institutional investment teams, family offices, treasury teams and professional allocators considering tokenised investments.
The guide helps you identify potential benefits, check product fit and clarify key questions – and is designed to complement your institution’s existing investment assessment.
Get the guide
Enter your email to access the guide, including the two-page worksheet you can complete digitally or print and fill in by hand.
Questions? Reach out to DigiFT’s institutional team.