STRATEGY DESIGN AND SERVICES
Your trusted partner for bringing innovative solutions to your investment needs.
AI as a Service
Leverage Kavout’s big data, machine learning
Flexibility and Control
Institutions and partners can utilize Kavout’s research, models and algorithms for turnkey solutions. You can also apply your own models, run on KaaS, to develop custom outputs and investments.
Privacy and Security
We are committed to providing stable, reliable, secure, and compliant computing services.
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.
CUSTOMIZED K SCORE RATINGS
We work with customers to design and implement customized ratings that leverage the models and algorithms we’ve built.
Whether it’s rating stocks to determine buy/sell signals, or ranking funds or fund managers to identify where to invest, we have developed research and machine learning processes that train models to rate or score investment opportunities, allowing you to be more confident with your investment decisions.
We can combine Kavout’s K Score with your custom data sets and provide ratings based on your investment mandates or objectives.
Portfolio or fund managers have limited bandwidth. We help institutions design, develop and optimize portfolios and investment funds using trained models and algorithms.
Our technology goes beyond traditional portfolio optimization by taking advantage of big and diverse data sets from multiple sources, and developing new machine learning and predictive algorithms to maximize performance. We incorporate your inputs and preferences into the portfolio construction process.
Kavout’s dynamic multi-asset portfolios cover stocks and ETFs across sectors, regions and asset classes.
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.
How an Engagement Works
Engagements with the Kavout consulting team include four phases.
- Create a shared vision of your business outcomes
- Align all stakeholders on
scopeand the path forward
- Define the problems you’re trying to solve for
- Engage business, technical and legal point of contacts
- 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
- 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
- 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.