Talos acquires D3X System for portfolio engineering and risk management
“We are thrilled to welcome D3X Systems to the Talos team. Our mission is to empower institutions to access the digital asset markets across their investment lifecycle, and our acquisition of D3X means additional and powerful pre-trade and post-trade tools for our clients to design portfolios and manage risk.”
Talos has acquired D3X Systems to provide its institutional clients with additional pre-trade and post-trade tools in order to design, validate, implement, and manage highly customized portfolios as well as manage risk.
D3X is a developer of institutional technology that supports systematic investment strategies, including advanced portfolio engineering techniques, tried and tested in traditional capital markets.
Asset managers, ETF issuers, RIAs, and SMA providers will benefit the most from the integration of D3X’s tools with the trading technology from Talos.
Additional pre-trade and post-trade tools
Anton Katz, Co-Founder and CEO of Talos, said: “We are thrilled to welcome D3X Systems to the Talos team. Our mission is to empower institutions to access the digital asset markets across their investment lifecycle, and our acquisition of D3X means additional and powerful pre-trade and post-trade tools for our clients to design portfolios and manage risk.”
Xavier Witdouck, Founder and CEO of D3X Systems, commented: “We are honored to join the world-class team at Talos. With our 50+ years of experience in the investment management industry, we share a vision to empower institutional investors through technology, as we look to develop the next generation of data-driven systematic investment strategies.”
Back-testing, factor modeling, optimization, rebalancing, risk and return attribution
D3X’s portfolio engineering SaaS platform provides a wide-range of applications for systematic portfolio design and implementation, including back-testing, factor modeling, optimization, rebalancing, as well as risk and return attribution reporting.
Systematic investors can design and manage customized active or passive investment strategies with unique risk and return characteristics, using institutional-grade techniques pioneered in traditional finance over recent decades.
The integration with Talos’s trading platform creates a powerful solution for asset managers such as ETF issuers, RIA (registered investment advisors), and SMA (separately managed account) providers to support their entire investment lifecycle for digital assets.
The platform is designed as an open architecture, offering a comprehensive set of APIs to allow clients and partners to extend the core capabilities of the platform to address the needs of each client’s bespoke investment process.
Under the terms of the deal, the D3X Systems team will bring their extensive expertise from the investment management industry, while existing D3X Systems clients will have integrated access to Talos’s award-winning digital assets trading platform and 24-7 white glove service.
