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Precision in
Rules-Based Investing

Taquanta has a long and successful history of designing, implementing, and managing an array of rules-based solutions.

Our capability spans across asset classes (both on a standalone basis or a combination of) and index weightings (traditional indices or bespoke/customised weight exposures).

We acknowledge the importance of both precision and costs when implementing an index tracking solution and leverage our technology platform and expertise with the aim of exceeding investor expectations.

Our range of passive investment funds include Passive Balanced Funds, a Passive Equity Fund, and a Passive Bond Fund. We also offer Liability Driven Investment (LDI) Solutions for corporate and institutional clients.

Our Portable Alpha Strategies

For those clients seeking alpha in both up and down-market conditions, Taquanta provides systematically active investment solutions.

We employ a portable alpha strategy that combines Alpha extracted from our cash and income solutions together with a Beta derived from the client reference benchmark so as to continuously outperform that benchmark over time irrespective of market gyrations.

A robust, rules-based process that generates positive but consistent excess returns, irrespective of market condition

A robust, rules-based process that generates positive but consistent excess returns, irrespective of market conditions

A unique combination of passive and active portfolio management.

A unique combination of passive and active portfolio management

A disciplined and systematic approach, reliant on predefined formulas and algorithms

A disciplined and systematic approach, reliant on predefined formulas and algorithms

A solution set that includes equities, bonds, ilbs ldi, absolute return and balanced.

A solution set that includes equities, bonds, LDI, absolute return and balanced

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Equites

Equity beta-based derivative structuring & excess yield enhancement

Bonds

Bond beta-based derivative structuring & excess yield enhancement

Balanced

Equity & bond beta-based structuring & excess yield & asset allocation

Rules-based solutions Fund Fact Sheets

Cash Solutions

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Income Solutions

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