Strategy and Design

Your trusted partner for bringing innovative solutions to your investment needs.

Your needs are unique. Our consulting team is comprised of experienced finance specialists, data scientists and engineers who can work side by side with you to develop custom solutions using our award-winning AI and Machine Learning technologies.

STRATEGY DEVELOPMENT AND IMPLEMENTATION

STRATEGY DEVELOPMENT AND IMPLEMENTATION

The Kavout team will help you develop strategies that incorporate the right research, models, and technology solutions into your business. Once a strategy is developed, we partner with you to test and implement it either into your existing systems or setting up a separate hosting environment.

After a project completion, we can also stay engaged as your business partner to provide ongoing management and optimization service ensuring long-term success and customer satisfaction.

PORTFOLIO DESIGN

PORTFOLIO DESIGN

We help institutions design, develop and optimize portfolios and investment funds using trained models and algorithms. We incorporate your inputs and preferences, along with any applicable data, into the portfolio construction process.

Portfolio or fund managers have limited bandwidth. Kavout can augment what you do by leveraging the predictive analytics and computing power of the Kai as a Service (KaaS) platform to enable you to do more with less, discover more portfolio strategies, and generate compelling returns while mitigating risks.

CUSTOMIZED K SCORE RATINGS

CUSTOMIZED K SCORE RATINGS

We work with customers to design and implement customized ratings that leverage the models and algorithms we’ve built.

We can combine Kavout’s K Score with your custom data sets and provide ratings based on your investment mandates or objectives. We can also develop portfolio strategies based on customized K Score as the foundational signal.

How an Engagement Works

Engagements with the Kavout consulting team include four phases.

1. ALIGN

  • Create a shared vision of your business outcomes
  • Align all stakeholders on scope and the path forward
  • Define the problems you’re trying to solve for
  • Engage business, technical and legal point of contacts

2. PREPARE

  • Gather requirements and develop project plan
  • Design and plan for models and tools
  • Provision data, clean and structure data
  • Create technical specs and design system architecture

3. IMPLEMENT

  • Set up system environment and deploy testing
  • Run models, test, iterate, and test more
  • Share and address questions, concerns and blockers
  • Weekly sprint and ongoing project management

4. DELIVERY

  • Gather and address pilot user feedback
  • Ensure output is aligned with desired project outcome
  • Data visualization and presentation (if needed)
  • Project closure and introspective

Throughout the entire delivery cycle, Kavout validates alignment with business outcomes with business and technical stakeholders that are critical to success.

Contact Us

Contact us today to learn more about Kavout's products or services.