News

Talos Wins 2024 WealthBriefingAsia Award for Portfolio Management

News

Talos Wins 2024 WealthBriefingAsia Award for Portfolio Management

Introduction

Talos has won recognition in the Portfolio Management category of the 2024 WealthBriefingAsia Awards. Thank you to WealthBriefingAsia, ClearView Financial Media, and the panel of distinguished judges for this award. Congratulations to all the winners.

Q&A with Anton Katz, CEO and Co-Founder of Talos

What was the winning formula that explains why Talos won in Portfolio Management?

As a growing number of institutions are looking to gain exposure to digital assets, they are quickly realizing the challenges of accessing this complex ecosystem. The platforms of the past weren't built for digital assets, so we designed a digital assets trading platform specifically for institutions that supports the entire trade lifecycle – from liquidity sourcing and price discovery, to trading and settlement. Building institutional trading platforms is in our DNA, as our team has built many of the systems that institutions are familiar with from traditional asset classes.

In addition to building a sophisticated EMS [execution management system], we always recognized institutions’ need for a sophisticated PMS [portfolio management system] – including tools for institutions to construct, test and optimize their portfolios, while managing positions, treasury and risk, all in one platform. So we developed these tools in combination with the best-in-class technologies, including through acquisitions of D3X Systems for portfolio engineering and Cloudwall for digital asset risk management.

We believe this award reflects Talos’s progress to date as well as our ability to deliver the next-generation institutional platform that supports digital asset trading and portfolio management across the entire investment and trading lifecycles.

What are you going to do to remain competitive and stay ahead?

Talos provides a true one-stop technology shop for institutional players looking to interact with crypto. As the digital assets domain evolves, we are always open to partnerships of any form to provide a better service to our clients. There are phenomenal teams out there building great products, and we have a number of exploratory conversations going on around how we can provide their services to the global community of Talos clients.

Of note, we recently acquired Skolem, a technology company known for enabling institutional investors to access decentralized finance (DeFi) markets safely and effectively. This acquisition will help Talos expand our on-chain capabilities and provide clients with access to additional DeFi liquidity pools as well as expand our PMS offering to include DeFi services. A number of our clients are interested in accessing such capabilities to diversify their investment strategies or in turn, provide such capabilities to their customers via our White Label offering. 

Where do you see the wealth management industry, and your part in it, going?

The wealth management industry is undergoing a profound transformation driven by technology and the rise of digital assets. As the asset class matures and regulatory frameworks become more clear, we see investor confidence continuing to strengthen. As adoption grows, we anticipate greater demand for more diversified crypto asset investment strategies, and more sophisticated and integrated technology platforms. Clients are seeking platforms that not only facilitate trading, but also offer comprehensive portfolio management, risk management, and performance analytics in a seamless, user-friendly manner.

Furthermore, the emergence of DeFi is creating new avenues for liquidity and new opportunities for investment. Talos is well-positioned to help institutional investors safely navigate and leverage the institutional use cases in the DeFi markets. 

Lastly, we see interest in tokenized assets continuing to grow. At Talos, we believe in a future where all assets will be digital assets or traded on digital rails. We aim to be a driving force in shaping that evolution of financial services by building the underlying connective tissue of the digital asset ecosystem.

Talos disclaimer: Talos is not an investment advisor or broker/dealer. This document and information do not constitute an offer to buy or sell, or a promotion or recommendation of, any digital asset, security, derivative, commodity, financial instrument or product or trading strategy. This document and information are not intended to constitute investment advice or a recommendation to make (or refrain from making) any kind of investment decision and may not be relied on as such.

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