Clients 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.
Organisations and activities
benefiting from Tao's innovative technology:
T1 Enterprise software provides solutions to organisations from all areas of the investment industry:
Institutional Asset Managers
Private Wealth Managers
Hedge Funds
Fund of Hedge Funds
Fund of Funds
Multi Managers
Investment Advisors
Investment Consultants
Plan Sponsors
Foundations
Family Offices
IFAs
Private Equity Firms
Insurance Companies
Stockbrokers
Banks
Individuals
Academic Organisations
Financial Media
Strategy and Asset Allocation Investment asset allocation back-testing
and efficient frontier analytics.
Portfolio Construction Portfolio analytics and optimisation.
Fund Research Funds screening, investment due diligence management and peer group analytics.
Performance and Risk Analytics Absolute and relative to benchmark investment analytics.
Product Development Investment product formulation and back-testing.
Client Servicing Investment factsheets design, publication and reporting.
Compliance Know Your Client (KYC) documentation and client performance & risk reporting.
Application Development
Integration of T1 Enterprise software with other inhouse databases, state of the art datafeed utility.
CIO and
Investment Committee Reporting
Access to summary or detailed investment information on the analysis and output of investment process.