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Interested in becoming a financial innovator on Savvy Labs? Tell us a bit about yourself.
Known strategists create, investors customize, we do the work
Savvy Labs brings together institutional investors and asset managers in ways never before possible.
Get Savvy.
Seize the moment with Savvy.
Quickly launch and market investment strategies with minimal cost
Why incur high fixed costs setting up a fund and monitoring LPs? Savvy Labs allows asset managers to launch customizable strategies quickly.
Onboard once and unlock strategies and managers to fit your needs
Allocate across institutional managers and strategies in equities, fixed income, options, futures and more. Strategies are customizable, more transparent, and have daily liquidity.
A customized marketplace white labeled for your platform
Efficiently plug and play into an asset management division at a low variable cost that scales up and down based on your business needs.
Designed by known strategists, a SAVVY Blueprint outlines a strategy, risk or exposure that is implemented by us
A Creator designs a SAVVY Blueprint to implement a risk, exposure or strategy
An Investor chooses or customizes a SAVVY Blueprint
When we implement a SAVVY Blueprint, it becomes a SAVVY
An investor may own one or many SAVVYs in a Unified Investment Account, UIA
The investors own the securities in their SAVVY directly and maintain voting rights
Savvy Labs technology solutions and services
Regulatory and compliance controls built in
We handle onboarding and ongoing monitoring of every account and platform user. Supporting documentation and data available to assist with your compliance requirements.
More transparent and liquid strategies beyond just equities
You and your firm can stand out by offering unique institutional grade strategies designed by professional asset managers that you can customize across fixed income and derivatives.
Automated implementation and management
Select or customize a SAVVY Blueprint and Savvy Labs will implement, monitor and manage the strategy on your behalf.
Segregated direct ownership of securities
Your money and securities are not co-mingled with others. Don't worry about style drift, managing for fund flows, and hidden derivative and counter party risk in a fund. Own shares directly and take back your voting rights.
Modern tools to digitally market your Savvy Blueprint
Small IR team, or lack of scale marketing your intellectual property? Savvy Labs can help you reach more investors and generate quality leads for your strategy.
Customize an entire marketplace for your Platform
Banks, insurance companies, OCIOs, consultants or FinTech platforms can curate, customize or build an entire marketplace of SAVVY Blueprints and white label the marketplace for their own users.
A Marketplace of SAVVYs
Build your own marketplace for your platform or your financial institution
SVB Crisis
During the Silicon Valley Bank crisis a regional bank expert designs a SAVVY Blueprint to buy the equities and holding company debt of 15 regional banks.
Event Driven
China Decoupling
China and the US are decoupling economically. A macro expert designs a SAVVY Blueprint outlining the industries and assets that benefit.
Thematic
LDI Targeting
Move beyond poorly constructed indices and fund products. Fixed income strategists design dynamic rules that change as the rate landscape changes.
Dynamic Index
Equity Long/Short
Why allocate to a fund with lock ups, gates and high fees when you track the HFR L/S index with a SAVVY Blueprint designed by an expert.
Replication
US Reversal
The largest and most liquid US companies that have been among the worst performers over the last two years but also exhibit positive short-term momentum.
Mean Reversion
Many Others
- Factor Based
- Stock Hedged/Lending
- Corporate Bond Sectors
- Hedge Fund Replication
- ESG And ESG Devils
- Quantitative
- Cross Asset
Frequently Asked Questions
Who's behind Savvy Labs?
Most FinTech companies are heavy on Fin or heavy on Tech. Savvy Labs bridges the gap by combining seasoned Wall Street professionals from premier investment banks versed in market structure with a veteran technology team deploying a cutting edge Silicon Valley tech stack.
What is different about Savvy Labs technology?
Savvy Labs pulls from many technologies and structures existing around the world, combines them and makes them more efficient. Whether it is replication trade methods in FinTech, UMAs of large banks, modern AML software, or digital marketing tools, SAVVY Labs evolves investing.
What exactly is a SAVVY Blueprint?
Designed by known institutional asset managers, index providers and hedge funds, a SAVVY Blueprint is a customizable investment blueprint based on a thesis that outlines how to implement a risk, exposure or strategy. Sophisticated investors may choose or customize the SAVVY Blueprint that meets their investment objectives.
Who can create a SAVVY Blueprint?
In general, SAVVY Creators are known institutional asset managers, hedge funds and index providers. An RIA may turn their TAMP program into a SAVVY, which allows the TAMP to be customized per investor to better suit their investor needs and preferences.
How do investors and advisors sign up for Savvy Labs?
Institutional investors, financial advisors and financial institutions are invited to qualify here. Savvy Labs is not available for individual investors.
With change comes opportunity. Now capitalize on it.
Let’s discuss how Savvy Labs can work for your organization.
Institutional Investor or Registered Advisor?
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Contact
hello@savvylabs.com