Vantage

By savart

A Summary of Vantage technology

Savart has pioneered the transition from the ‘Information Age’ to ‘Vant-age: All About Insights’. Information is now a commodity, but insight is powerful. Savart has thus harnessed Artificial Intelligence (AI) to develop a unique system that helps make better investments globally. This has been termed the ‘Vantage.’

Vantage automates not just advice but also research, making it unique among peers. A traditional robo- advisor automates the ‘advisory process’ using a set of rules fed by inputs directly or indirectly from a human analyst. On the contrary, Vantage controls the end-to-end process spanning:

Quantitative analysis (Quant)

The most popular form of fundamental research is to look at numerical data. Traditional analysts look at Profit & Loss statements, Balance Sheets and Cash Flow statements to make decisions, which are often based on (biased) assumptions and estimates. This led to hedge funds building ‘innovative’ trading algorithms that analyse over millions of data points to make trading decisions. Savart has gone a step further and brought this technology for long term investments i.e., using billions of data points and not just back-test the strategies but build patterns and strategies from scratch using machine learning. While this does not sound like an enormous difference, the consequence is that the system generated strategy is far less biased and is thoroughly stress tested using not only historical data but monitored and tested in real time. Concisely, we input tonnes of raw data points and Quant outputs a shortlisted portfolios which is ready to be pushed through to Iris.

Qualitative research (Iris)

While Quant provides a mathematical & statistical edge to our research, Iris is focused on the subjective, intuitive, and abstract aspects of investments.

“Investing is an art first and a science next.” – Savart

Iris uses textual, visual, and graphical data to generate insights and open threads, aspects that are critical to the investment but often elusive to spot and blindsiding analysts. For example, say a multi-national IT firm has 308 subsidiaries and is suspected to have shell companies evading taxes. The probability of spotting it is difficult and time-intensive for a group of research analysts but a matter of few milliseconds for Iris. It is obvious that the subsidiary would not be tagged as a ‘shell company’ by the firm itself. So, the approach undertaken by Iris entails capturing subsidiary data, compliance of the local jurisdictions, company supplied and third-party sourced data to pinpoint the non-compliances and then make assessments on the matter. However, scope of Iris includes not just legal jargon but around 850 topics including ethics, corporate governance, brand, moat and innovation.

Risk Profiling, Portfolio tracking & rebalancing (Synapse)

While Quant and Iris analyse markets, Synapse focuses on understanding you. Savart employs Synapse for the following critical purposes:

  • Finding the right portfolio-investor fit is critical to investment success i.e., to discover the most suitable portfolio that reflects your needs. Consider a hypothetical Savart recommendation to invest in a commercial vehicle company that returned 5% CAGR for the first two years of holding and 25% CAGR for the next seven years; however, since your goal horizon was only 3 years, you were unable to capture most of the run-up. Hence, it is important not just to invest right but also to find the right fit.
  • While most other advisors focus solely on market research and ignore understanding you (the investor), Savart developed the Emotional Financial & General (EFG) Analysis as a part of the Synapse for this very reason. If we understand you, your goals, risk appetite, aspirations, comforts and needs well, we give your wealth a better chance to grow.
  • Synapse not only helps create the highly personalized portfolios (check below for portfolio count) but also ensures timely rebalance* and exits based on real-time data, change in investment thesis and consequences for the underlying asset.

What is ‘The Ad-Vantage’ of investing with us?

Your investments with Savart combine cutting-edge technology of Vantage with ancient wisdom of patient, value, ethics and inclusive investing, thus increasing the probability of better returns.

Global investment

Research & advice that covers the world and not limited by the number of analysts working.

Alpha generation

The data we input and the insights we generate help you build that much needed out-performance.  

Real-time monitoring

Humans sleep, computers don’t. Your portfolio is tracked in real time and necessary action are swiftly communicated so you can make money even while you sleep – literally!

Personalized portfolios

Vantage makes it possible to give a unique portfolio to you and each investor out there while keeping the subscription cost affordable. 

Vantage In Numbers

Securities

covered

42,000

Data point

count

75,000,000,000

Computations’

count

2,500,000,000

Historical

data range

33 years

Geography

coverage

3

Assets

covered

4

Unique portfolios

created

10,000+

Data sources

used

886

Factor count (Parameters)

(Parameters)

1,036

Run count

(Cycles)

17

Recommended

investments

23

Advisory

outperformance rate

100%

Sample portfolio

performance (CAGR)

34.70%

Alpha generated

(CAGR; v/s. NIFTY)

15.93%

Testing track-record

(Ongoing)

31 months

Data as on 1st October 2021

P.S. We have consciously avoided jargon and maintained brevity for easier understanding. Please let us know if you think we can make it even simpler.

* Portfolio/investment rebalance is a change in the asset allocation, or the securities driven by time, share price movement or an event, data.

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