Funding
Funding not disclosed
Founders
Product
Problem
Institutional investors often face challenges in efficiently accessing and customizing investment strategies, while asset managers struggle to launch and market their strategies without incurring high fixed costs. Traditional investment approaches may lack transparency and liquidity, limiting investors' ability to tailor strategies to their specific needs and risk profiles.
Solution
Savvy Labs offers an intelligent investment platform that connects institutional investors with asset managers, enabling the creation and customization of investment strategies through "SAVVY Blueprints." These blueprints outline specific strategies, risks, or exposures that Savvy Labs automates and manages on behalf of investors. The platform provides a marketplace where investors can access a diverse range of strategies across equities, fixed income, options, and futures, with the ability to customize them to align with their unique investment objectives. Savvy Labs handles regulatory compliance, onboarding, and ongoing monitoring, while also providing tools for asset managers to digitally market their strategies.
Target Audience
Savvy Labs primarily targets institutional investors, registered investment advisors (RIAs), financial advisors, and financial institutions seeking customizable investment strategies and efficient access to asset managers.
Features
- Customizable SAVVY Blueprints designed by institutional asset managers, hedge funds, and index providers
- Automated implementation, monitoring, and management of investment strategies
- Segregated direct ownership of securities, ensuring transparency and control
- Regulatory and compliance controls built-in, including onboarding and ongoing monitoring
- Tools for asset managers to digitally market their SAVVY Blueprints
- White-labeling options for platforms to customize the marketplace for their own users
- Access to strategies beyond equities, including fixed income and derivatives