Introducing the Institutional Onboarding Guide to Digital Assets
The authors observed that as institutional investors set up their digital assets operations, their knowledge of operational setups from traditional finance did not easily apply to digital assets. The abundance of new solutions in digital assets make vendor discovery and vendor connectivity (i.e., ensuring that all vendors work together smoothly) challenging. This comprehensive onboarding guide seeks to address that knowledge gap. It is a repository of information and best practices distilled from their interviews with over 100 vendors and managers.
Introducing the Institutional Onboarding Guide to Digital Assets
Introduction
The authors observed that as institutional investors set up their digital assets operations, their knowledge of operational setups from traditional finance did not easily apply to digital assets. The abundance of new solutions in digital assets make vendor discovery and vendor connectivity (i.e., ensuring that all vendors work together smoothly) challenging. This comprehensive onboarding guide seeks to address that knowledge gap. It is a repository of information and best practices distilled from their interviews with over 100 vendors and managers.
Abstract
The authors observed that as institutional investors set up their digital assets operations, their knowledge of operational setups from traditional finance did not easily apply to digital assets. The abundance of new solutions in digital assets make vendor discovery and vendor connectivity (i.e., ensuring that all vendors work together smoothly) challenging. This comprehensive onboarding guide seeks to address a knowledge gap. It is a repository of information and best practices distilled from their interviews with over 100 vendors and managers, as well as their independent research. This guide is intended to be most useful for COOs, CISOs, heads of trading, heads of technology and other innovators at the forefront of institutional adoption of digital assets.
Contents
Breaking Down the Stack
- Middle & Back Office
- Middleware
- Unit of Account/Medium of Exchange
- Financial Counterparties
- Venues
Best Practices of Tech Stack Setup
- Sample Stack Setup
- The Institutional Digital Asset Trade Lifecycle
- 1. A crypto-native fund spot trades on DeFi
- 2. A TradFi Hedge Fund Crypto Arm trades majors on CeFi
- 3. A Family Office/Venture Fund liquidates its token positions on CeFi
- Industry Highlight: An Institutional Real-World Digital Asset Lifecycle
How Talos can help
Talos has built the premier end-to-end trading platform and service provider network to simplify access for institutions to this asset class through a single point of entry. One interface connects institutions to their chosen providers for data, liquidity, prime brokerage, custody and more.
Through a user-friendly graphical user interface (GUI) or a powerful application programming interface (API), clients can access Talos’s advanced trading tools and orchestrate workflows across the entire digital asset trade lifecycle – from pre-trade price discovery to execution and post-trade settlement.
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