Welcome to

Tao Analytics

An innovative company with ground breaking investment software solutions for the investment management industry

Implement Advanced Tao Software In-house

Tao software is installed at client site and used to undertake tasks at all levels of investment process

Tao Analytics' flagship software product, T1 Enterprise, a returns based analytics tool, adds great value in the work processes of investment activities.

Powerful investment analytics available in T1 Enterprise software include:

Asset Allocation

Portfolio Construction

Peer Group Analysis

Fund Research

Risk Analytics

Customised Reporting

Universe Screening

Performance Analytics

Integrate Enhanced Customised and Bespoke Technology Solutions

In addition to the Tao advanced technology platform, enhanced customised and bespoke technology solutions are developed and integrated within Tao and client platforms

Partner with Tao for all your Investment Process Requirements

Tao provides clients all required levels of service for the provision of investment process research and reporting that are utilised for internal investment decision making and external client reporting

Tao Analytics provides solutions to a diverse range of financial services organisations in terms of specialisation, size and location. Our clients are based in multiple countries, covering four continents and are active in both traditional and alternative asset management. Tao’s reputation for quality has attracted many prominent industry players to implement its technology as an integral part of their investment processes. Representative clients include AON, Commerzbank, Henderson Global Investors, HSBC and Merrill Lynch

Learn about our clients

Lorem ipsum dolor sit amet, consectetur adipiscing elit.

Hedge Funds

Underlying hedgefund managers find Tao functionalities extremely powerful tools in analysing the various facets of their investment and business processes. Historic performance and risk analysis of underlying portfolios and funds in absolute, relative to benchmarks and relative to peer groups assist the managers in identifying and managing investment processes effectively. Tao reporting tools greatly improve the preparation of fund factsheets in comparison to traditional methods.

Fund of Funds

Traditional fund of funds and fund of hedgefunds utilise Tao Portfolio Analysis tool to construct, analyse and backtest actual and model portfolios. The analysis is undertaken both at the individual fund levels and the overall portfolio level. Sophisticated simulation and peer group analytics is integrated within the overall investment process.

Multi Managers

Multimanagers benefit from all the Tao functionalities available to underlying managers and fund of funds. Tools help the managers to build multiple level nested portfolios with full analytics and reporting tools for all assets in the investment universe.

Family Offices

Tao provides investment analytics tools that are cost effective for both small and large family office organisations. The provision of customised solutions further enhances the investment and business processes to match these needs.

Investment Advisors

The demanding role of investment advisors necessitates extensive and multi-level investment analysis of funds, portfolios, peer groups and benchmarks. Tao helps investment advisors in undertaking such sophisticated analysis in multiple dimensions including styles and currencies.

Asset Managers

Tao provides investment analytics tools that are applicable for funds, portfolios as well as at stock level investments. The functionalities enable analysis on daily, weekly, monthly and quarterly data. Correlation matrices, simulation, portfolio optimisation, style analysis, ranking and screening of assets can be undertaken as part of the investment process.

About Tao Analytics

Well into its second decade of serving the investment management industry, Tao is continuing to evolve and offer novel and increasing customised solutions. Tao Analytics is proud of the calibre of its people who have extensive specialised and industry specific experience.

Saeed Vaziri

Director and CTO

Saeed Vaziri has extensive commercial experience in software design and development in the Insurance, Risk Management and Finance industries.

Saeed has previously worked at Barclays, Deutsche Bank and Lloyds TSB, in the areas of investment management, investment banking and custody, respectively. Saeed was Head of Quantitative Research & Development at Barclays Wealth Solutions, with overall responsibility for development and support of all internal applications for the investment management teams. Prior to joining Barclays, Saeed was at Deutsche Bank as an integral part of a team, responsible for design and implementation of a suite of Global Investment Banking applications used in London, New York, Sydney, Tokyo and Singapore. At Lloyds TSB he led a team of analysts and programmers responsible for converting over 1000 spreadsheets and legacy systems into a data warehouse and further integrating into eight major applications.

Additionally, Saeed has developed applications for clients including KPMG, Royal & Sun Alliance, Sedgwick and ASDA. Saeed's specific areas of expertise covers data warehousing, OLAP, databases, data feeds and a wide range of programming languages including C/C++ and C#.

Saeed attended Queen Mary, University of London, receiving BSc (Hons) in Computer Science and MSc in Distributed and Parallel Systems (with distinction).
‍

Jonathan Lipscomb

Company Secretary

Jonathan Lipscomb is a Chartered Secretary and specialises in the administration of companies. Jonathan's experience includes Human Resources, Facilities Management, Information Technology and Governance.

Jonathan is a graduate of Law and has MSc in Information Technology Management (with distinction).

Patrick N.Z. Rona

Partner

Patrick Rona has extensive experience in business law and venture capital. For most of his legal career, he represented investment managers and a venture fund in mergers and acquisitions, private placements of securities, IPOs, licensing of technology, re-organisations and dispute resolutions.

In 2002, Patrick was recruited away from his law firm, Duane Morris LLP, where he was a Partner, to become President and CEO of the U.S. subsidiary of a European portfolio company belonging to a venture fund. There he managed a company with some $350m in revenues, a 20 percent market share and a track record in product development and innovation. Prior to joining Duane Morris, Patrick was at GE Capital, Baker & McKenzie and the United States Bankruptcy Court for the Southern District of New York.

Patrick currently serves as President and Director of the 36th Street Owners' Corporation, Trustee of the Highlands School and Director of the Business Council of Alabama. Patrick is also licensed to practice law in New York, Connecticut and the District of Columbia.

Patrick received a BA in Economics from Sarah Lawrence College, where he graduated with distinction, and a JD from Vermont Law School where he received various awards and served on the VLS Moot Court Advisory Board and the VLS Environmental Moot Court Advisory Board.
‍

Nader Zarrabian

Founder and CEO

Nader Zarrabian has extensive experience in the investment management industry. Prior to founding Tao Analytics, Nader was Director and Head of Performance Analysis & Risk at Barclays Private Clients, Investment Services - the largest private wealth manager in the UK - with overall responsibility for performance and risk analysis, reporting and analytics input into the investment process for all products. The investment process included the setting and implementation of investment strategy at asset allocation level, country and sector levels, stock selection and fund management, for both discretionary and advisory businesses. Additionally, Nader was responsible for other activities including IT and also served as a member of the Management Committee, Asset Allocation Committee and Gerrard Investment Committee.

Prior to joining Barclays, Nader was at Schroders undertaking research and selection of underlying hedge fund managers for Schroders' fund of hedge funds. Previously, at Schroders, Nader was Vice President - Investment Analytics, with responsibilities that included the implementation of investment analytics and systems in the Group and integrating the analysis within the investment process.

Nader's previous experience includes public sector management consultancy, currency research, equity investment analysis and IT implementation.

Nader has BA (Hons) Business Studies, Master of Business Administration (MBA) and MSc in Advanced Information Technology (with distinction). Nader has also undertaken PhD research in International Finance.
‍

Text Link

Improve your investment process.

Discover how Tao software solutions can help you improve your investment process.

request a demo