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CLIO : An Investment Management Software Solution

CLIO is a cutting-edge investment management software solution designed to enhance productivity and information sharing within the investment management industry. With the growing need for efficient organization and consolidation of research and data, CLIO addresses the challenges faced by firms spending billions annually on external research. By integrating proprietary and external research into a single repository, CLIO reduces duplication, enhances accountability, and accelerates decision-making processes, enabling firms to navigate the complex investment landscape effectively.

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CLIO : An Investment Management Software Solution

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  1. CLIO: An Investment Management Software Solution • Need • Investment management industry spends billions of dollars annually on research and data analysis • US and UK buy-side firms alone projected to spend ~ $6 billion in 2008 on external research • No efficient way to consolidate, organize, and share information across the firm • E.g. investment ideas, proprietary research, contacts, models, notes, news, email, meetings, consensus ratings • Current approach results in duplicated effort, lost information, and reduced productivity • Opportunity • Hedge and mutual funds total more than 10,000 in the US alone • Other markets: law firms, sell-side investment research, venture capital, and private equity firms OPIM 651: Kevin Harper, Sam Mercer, Amit Singhal, Rick Skidmore

  2. CLIO: An Investment Management Software Solution • Solution • Integrate proprietary and external research into a single pane and repository • Increase information sharing, reduce duplication, increase accountability, measure productivity • Organize ideas, proprietary research, contacts, models, notes, news, email, meetings, consensus ratings by ticker • Accelerate the investment decision process • Index and quickly search across all file formats and email • Info at fingertips - think Google desktop or Copernic • Open scalable web platform • Prototype • $500,000 already invested in working prototype • Actively used by Endowment Capital for past 3 years • Competitive assessment and Technology Roadmap developed • Significant interest shown by clients and peer firms OPIM 651: Kevin Harper, Sam Mercer, Amit Singhal, Rick Skidmore

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