Smart Tools for Asset Managers

At Gavekal Intelligence Software, we develop quantitative financial applications to implement Gavekal’s economic research expertise with the help of artificial intelligence and advanced software technologies.

 

History of The Company

Gavekal Intelligence Software (formerly Insight Research) is a financial software company headquartered in Nice, France, developing quantitative tools for asset managers.

 

The company was created in 1999 as the result of a project combining academic research in market finance, IT development using artificial intelligence technology, and financial market expertise.

 

The company was founded in the US, then transferred to France, with the goal of developing new-generation tools for investment and risk management geared towards international investors and covering all types of assets: stocks, bonds, commodities, currencies, index funds, and alternative funds.

 

In 2014, the company joined Gavekal to support the quantitative developments of the group and to benefit from the economic expertise of a leading independent macro research company.

Mission Statement

The company’s mission statement rests on the three pillars of Gavekal, in order of importance, with a specific focus on fostering a highly technological and innovative work environment:

 

  • Always serve clients and always put the clients’ best interest first
  • Maintain a healthy level of profitability
  • Create and foster a positive and rewarding work environment for our staff

Products

Gavekal Intelligence Software developed two applications for asset managers:

 

  • TrackRisk: a portfolio risk software to simulate, analyze and optimize global investment portfolios
  • TrackMacro:  an equity risk software providing risk-on / risk-off signals on 40 major country indices worldwide, based on fundamental macro rules.

The Team

TrackRisk

Portfolio Simulation Software, which was developed over 16 years, to benefit from the latest quantitative techniques to analyse risk (VaR calculation for heavy tails, Monte Carlo simulation, genetic algorithm for portfolio optimization)

Download TrackRisk Brochure

Download brochure

Simulate, Stress-test, and Optimize Portfolio

Average risk

Catastrophic risk

Portfolio behavior in stressed periods

Portfolio behavior in various economic environments

Dependencies to major risk factors, such as commodity prices, interest rates, equity returns etc.

Simulation of portfolio reallocation

Optimized portfolio allocation

TrackMacro

Equity risk-on / risk-off signals on 40 major equity indices worldwide

The software tool combines 7 fundamental macro rules by Charles Gave, Chairman of Gavekal group, and artificial intelligence technology developed by Gavekal Intelligence Software

Download TrackMacro Software and Brochure

TrackMacro for Tablets on Apple Store

TrackMacro 64-bits (standard) for PC

TrackMacro 32-bits (if operating system does not support the 64-bits version) for PC

TrackMacro User Guide

TrackMacro Brochure

Video on TrackMacro

TrackMacro Tutorial Video

TrackMacro Presentation by Didier Darcet, Gavekal Seminar in London March 2017

Automated Macro Risk Tracking for Equity Investors

Charles Gave teamed up in 2014 with Gavekal Intelligence Software; his new quantitative research group with over 15 year's experience in artificial intelligence. Together, they spent the next two years testing, re-testing and ranking the hundreds of investment rules that Charles had picked up and developed over the years. They managed to retain seven rules with high statistical significance across the world's 40 largest equity markets. And they have now combined these seven rules in a software application called TrackMacro.

Contact Us

Gavekal Intelligence Software, SARL

Le Consul - 37 Boulevard Dubouchage | 06000 Nice

Phone: +33 967 325 833 | Email: contact@gavekal-intelligence-software.com

Gavekal Intelligence Software

© Copyright 2015 by G.I.S. All rights reserved.