Gyre Research provides a cloud‑native, AI‑augmented analytics platform that unifies reference data, trade processing, portfolio construction, performance, risk, and compliance into a single, auditable environment. The platform delivers bi‑temporal security master data, real‑time trade and cash management, AI‑driven mandate‑aware rebalancing, and interactive reports that let analysts trace any metric back to its source, helping institutional asset managers streamline operations and improve insight.
Funding
Funding not disclosed
Founders
Product
Problem
Investment firms often struggle with fragmented data sources, manual trade processing, and disconnected analytics tools, leading to inefficiencies, audit challenges, and limited insight across portfolio management, risk, and compliance functions.
Solution
Gyre Research offers a cloud-native, AI-augmented analytics platform that consolidates reference data, trade lifecycle, portfolio construction, performance, risk, and compliance into a single, auditable environment. The platform provides bi‑temporal security master, point‑in‑time price histories, and continuous data quality monitoring, ensuring every downstream calculation can be traced to its source. Real‑time operational spine automates straight‑through trade processing, cash forecasting, corporate‑action handling, and margin/collateral tracking across multi‑strategy, multi‑book operations. AI‑assisted construction tools generate mandate‑aware rebalance proposals with tax‑aware lot selection and cash‑aware allocation, while risk modules deliver multi‑factor covariance, VaR, stress testing, and hedging views, all linked to the underlying positions. Interactive, clickable reports span performance, attribution, GIPS compliance, and back‑testing, enabling analysts and managers to explore data instantly and maintain full audit trails.
Target Audience
Gyre’s platform is aimed at institutional asset managers, multi‑strategy hedge funds, and private‑wealth firms that require integrated analytics for portfolio managers, risk officers, compliance teams, and operations staff.
Features
- Unified reference data layer with security master, 20+ years of price history, benchmark constituents, corporate actions, fundamentals, news, SEC filings, and live quality monitoring
- Straight‑through trade processing with per‑trade status, exception handling, and multi‑currency cash ledger with forward cash forecasts
- AI‑driven portfolio construction engine offering custom benchmark blends, segment‑level rebalancing, delta‑adjusted exposure sizing, and tax‑aware lot selection
- Comprehensive risk analytics including Ledoit‑Wolf shrinkage covariance, asymmetric betas, parametric/historical VaR, scenario stress tests, and concentration metrics with drill‑through to positions
- Full performance suite delivering time‑weighted, money‑weighted returns, Brinson attribution, and GIPS‑compliant composite reporting, all traceable to source transactions
- Configurable compliance engine with 50+ rules across concentration, sector, credit, liquidity, counterparty, and mandate categories, supporting pre‑trade, post‑trade, and end‑of‑day checks
- Back‑testing workbench with point‑in‑time data, configurable transaction‑cost models, and seamless integration of simulated results into live performance and risk dashboards
- Interactive, clickable reports (55 total) across 11 categories, enabling users to navigate from any metric directly to the underlying data row or calculation