Unlock Smarter Investment Strategies 📈
Less Guesswork. More Insight.
We understand the challenge of navigating complex portfolios and market dynamics.
With vast data, diverse assets, and fluctuating market conditions, uncovering hidden risks and opportunities can feel overwhelming.
Share your goals, and we’ll deliver the insights you need.
Krv Analytics’ AI-driven solution analyzes your portfolio, identifies risks, benchmarks assets, and provides real-time insights to optimize strategy and enable proactive decision-making.
Potential Use Cases
Drives smarter decision-making through real-time, data-driven insights.
Dynamic Portfolio Risk Mapping
Risk Managment
Leverage high-dimensional graph embeddings to reveal hidden risk patterns across portfolios. Our solution provides real-time insights into interconnected risk factors, enabling proactive mitigation and smarter, data-driven decision-making.
Public Comparables for Private Credit Analysis
Private Credit
Map private companies into the public domain by identifying high-dimensional similarities with established peers. This approach allows investors to benchmark private credit performance against public market dynamics, leading to more accurate risk predictions and enhanced credit due diligence.
Diversity & Concentration Analysis
Portfolio Diversity
Unify disparate data sources to evaluate portfolio diversity comprehensively. By uncovering subtle correlations between assets, our graph-based analytics identify potential concentration risks and highlight opportunities to achieve a more balanced, resilient investment strategy.
Compliance Risk Detection
Regulatory Compliance
Utilize graph-based analytics to uncover hidden compliance risks within your portfolio. By mapping the relationships between companies, regulatory requirements, and industry standards, our solution helps identify areas where your portfolio may be exposed to potential regulatory violations, enabling proactive adjustments to stay compliant and avoid costly penalties.
Understanding Nodes and Edges
1) Nodes represent objects (companies in this case)
2) Edges represent multi-dimensional relationships (similarities between companies)
3) Groups are non-intersecting sets of similar objects(similar companies across multiple dimensions)
A Portfolio Diversity Model
The graph to the right visualizes stock performance over the past 36 months for companies held in various prominent investment portfolios. Note that the Berkshire portfolio has holdings across every group/company archetype!
The data consists of tabular, time-series financial metrics, including stock performance, for companies in portfolios managed by Berkshire Hathaway (Warren Buffett), ARK Innovation ETF (Cathie Wood), Bridgewater Associates (Ray Dalio), Fidelity Magellan Fund (Peter Lynch), and Daily Journal Corporation (Charlie Munger). The data is publicly available on Yahoo Finance.
Our Model Finds JPM and WFC have Different Company Archetypes.
While JPM and WFC are traditionally considered comps as major U.S. banks, our graph intelligence identifies key differences that challenge this assumption and places them in different groups.
JPM's global reach, investment banking strength, and fintech investments set it apart from WFC's domestically focused, traditional lending model.
