Intelligent Investment Platform
How do you want to join Savvy Labs?
Savvy Labs brings together institutional investors and asset managers in ways never before possible.
Join the evolution of asset management.
How do you fit into our ecosystem?How do you fit into our ecosystem?
I'm a Creator
Developer of institutional strategies
ETF Provider,
Hedge Fund,
Research Analyst,
RIA
I'm an Investor
Institutional allocator who deploys assets
Corporate Treasurer,
Endowment,
Family Office,
OCIO,
Pension,
RIA
Requires a minimum investment of $50,000
Dual Creator and Investor
Developer and allocator
Requires a minimum investment of $50,000
Deploy differentiated, systematic strategies without the fixed cost constraint of running a fund or ETF
Problem
A fund is costly to launch and maintain, and a fund format is an inefficient means of delivering a strategy to investors
Solution
Pay a small fee to have a strategy uploaded to the Savvy Labs platform and earn AUM-based fees as investors allocate to the strategy, ensuring that profit scales with AUM growth. Delivery via an SMA allows for investors to tailor the strategy to their requirements and directly own the underlying securities
Our platform connects market experts who design strategies with institutions that seek to invest and tailor those strategies to fit their unique objectives
Access a marketplace of institutional-grade strategies
Understand a strategy's thesis, fee rate, and holdings
Monitor your portfolio in real-time
Market Experts Create. Investors Customize and Allocate. Savvy Labs Powers the Process.
How It Works
A Creator designs a Blueprint (a "Savvy") that specifies the parameters for their investment strategy
The Creator outlines the holdings, weights, and rebalancing rules of their strategy
Savvy Labs deploys the strategy to the platform and algorithmically manages the securities over time
Savvy Labs handles all trading and rebalancing using third-party broker-dealers, according to the strategy's defined ruleset
Institutional investors can implement any strategy on the platform, with the ability to easily customize it prior to implementation
Investors directly own the underlying securities in a unified investment account
Frequently Asked Questions
Savvy Labs is an SEC-registered investment adviser that delivers a technology-forward platform to institutional investors, allowing investors to access customization at scale. More details about the firm can be found in its Form ADV, linked here.
The Savvy Labs platform is built for US-based institutional investors, including RIAs, hedge funds, asset managers, OCIOs, index providers, and more. It is not available for individual retail investors.
Savvy Labs is integrated with a network of top custodians, reducing the hassle of onboarding. Custodial connections include Pershing, Northern Trust, and Apex.
Savvy Labs prompts Creators to provide a brief description of their strategy and the intended audience. They may also provide supplemental materials such as a video description or a white paper.
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With change comes opportunity.
Now capitalize on it.
Contact
hello@savvylabs.com