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Getting Started With Digital Asset Management

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The world of financial management has evolved over the years. When we say asset management, traditional investment channels of stocks, mutual funds, ETFs, and real estate investment trusts (REITs) generally come to mind. However, in recent years, its evolution has gained momentum. Digital assets, including cryptocurrency, stablecoins, and non-fungible tokens (NFTs), offer a modern investment opportunity. Most are speculative, and some are stable. Nearly 16% of Americans say they have invested in, traded or used cryptocurrency, which equates to more than 45 million people. Although these investment opportunities can offer lucrative returns, most are volatile. To invest, one needs to understand the risk associated with the potential returns. A new digital asset class of asset-backed tokens is also emerging, which offers a calculated investment which could be less speculative. As with any investment, the best portfolios employ an investing strategy which rings true for digital assets as well.

Digital Asset Management

How does digital asset management work?

Asset management aims to increase your wealth by acquiring, maintaining, and trading investments based on a risk-return metric. Similar to traditional asset management, digital asset management employs the same criteria of understanding the investors’ appetite for risk, yield, and diversity to then model a strategy. Digital asset management is specific to digital assets like stocks, cryptocurrencies, stablecoins, and tokenized assets. Managing digital assets smartly is crucial to limit volatility with speculative crypto assets.

Why is digital asset management important?

Tracking or managing assets is important to understand the portfolio, including liquid and illiquid assets giving a full financial picture to maximize the value. Asset management allows the investor to recognize what aspects of the portfolio may be under or overweight. For example, diversity is very important in a portfolio that asset management would highlight. You know the saying goes, “don’t put all your eggs in one basket”. But that is merely the first step of asset management. What if you still lose money despite superb diversification? What if the highest-performing asset is now losing value and hurting your pocket? Tracking assets routinely help you anticipate potential downturns in the market.

Challenges in digital asset management

Despite the good wealth and asset management, certain challenges persist. Let us take a closer look at some hurdles in digital asset management.

  1. Lack of visibility and control
    Hellen Keller once said, “The greatest tragedy to befall a person is to have sight but lack vision.” Not everyone is apt to anticipate market trends, and it is tough to predict what could happen in the near future when it comes to new-age digital assets like cryptocurrencies. Cryptocurrencies saw significant volatility in 2021, with the global market cap dropping to just above $1 trillion in July from a $3 Trillion market cap within 30 days. This insight underpins the importance of investors’ need to calculate risk.

  2. Choosing the Right Assets
    Experienced investors should know what works for them. Often, people end up over-diversifying their portfolio, which can handicap their returns. Creating and following an investment strategy is a must. For some, conventional assets like stocks and ETFs offer lucrative returns, while others are comfortable with Bitcoins. Thus, choosing the right investment channel should be a priority.

  3. Lack or absence of guidance
    Asset management gurus exist, and they might help you allocate your investment. However, what new-age investors need is something more. A tool, a platform that can intuitively guide these investors and help them monitor or avoid risky investments. There should be a systematic approach for retail investors to reap above-market returns and navigate the risks.

GreatOne- Modern Wealth Management

Crypto assets are notorious for their volatility. However, a holistic digital asset management platform can simplify this task or recognizing risk, helping you manage market downfalls and ideally reap outsized returns. GreatOne is a no-cost, tech-driven platform that enables investors to monitor their investment portfolios on a single dashboard. GreatOne acts as a comprehensive portfolio evaluation (CPE) platform. To make better investments, investors can monitor their traditional and digital investments.

At GreatOne offers many solutions, from simulated portfolio performance to professional financial advice to help make an educated investment. But it’s more than wealth management; it is wealth engineering. Through GreatOne’s gamification tools, you can fine-tune your investment strategies and channel your capital to more potentially lucrative investments. So, if you are an avid investor and want to organize, diagnose, and multiply your wealth, GreatOne is the place for you.


This commentary is provided as general information only and is in no way intended as investment advice, investment research, a research report or a recommendation. Any decision to invest or take any other action with respect to the securities discussed in this commentary may involve risks not discussed herein and such decisions should not be based solely on the information contained in this document.

Statements in this communication may include forward-looking information and/or may be based on various assumptions. The forward-looking statements and other views or opinions expressed herein are made as of the date of this publication. Actual future results or occurrences may differ significantly from those anticipated and there is no guarantee that any particular outcome will come to pass. The statements made herein are subject to change at any time. GreatOne disclaims any obligation to update or revise any statements or views expressed herein.

In considering any performance information included in this commentary, it should be noted that past performance is not a guarantee of future results and there can be no assurance that future results will be realized. Some or all of the information provided herein may be or be based on statements of opinion. In addition, certain information provided herein may be based on third-party sources, which information, although believed to be accurate, has not been independently verified. GreatOne and/or certain of its affiliates and/or clients hold and may, in the future, hold a financial interest in securities that are the same as or substantially similar to the securities discussed in this commentary. No claims are made as to the profitability of such financial interests, now, in the past or in the future and GreatOne and/or its clients may sell such financial interests at any time. The information provided herein is not intended to be, nor should it be construed as an offer to sell or a solicitation of any offer to buy any securities. This commentary has not been reviewed or approved by any regulatory authority and has been prepared without regard to the individual financial circumstances or objectives of persons who may receive it. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.

Kim Diamond

About the Author

Kim Diamond is the founding member and managing partner at Great one Digital Holdings. She was a former Managing Director of S&P global and also co-founder of Kroll Bond Rating, a 30+ year experience in traditional financial markets.

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