consulting firms

AI-Based Infrastructure for your Success

Enable your client's continuous growth with best-in-class analytics tools, customized research and the use of alternative data sources for in-depth insights.

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Features

Rethinking Consulting

Maximize your efficiency and support client mandates with a comprehensive infrastructure and research platform to identify the best possible course of action. Integrate the latest technologies into your management consultancy and stay years ahead of the competition.

Data

Data for over 70,000 stocks, ETFs, indices, and more. With alternative data such as ESG, sentiment or climate data, you can access even more data in the research process.

Automation

Automate your tasks, whether in the area of research or reporting. Save time on tedious tasks for your teams.

Analytics

Analyze your portfolios with the push of a button or integrate the Bavest infrastructure into your data pipeline to evaluate data even more efficiently. Visualize relationships and build internal tools on our infrastructure.

bavest reporting engine

AI-based Automation for your Reports

Our reporting engine allows you to focus fully on your day-to-day business while we create highly professional reports for your advisory services, such as CSRD or SFDR reporting. This engine offers institutional clients, private investors and your consulting team the opportunity to gain and use well-founded insights. The spectrum ranges from classic performance metrics and evaluations to the integration of alternative data that enables an in-depth analysis of your investments in terms of sustainability and ethics.

Coverage

Data-Driven Research

Let us build your own AI and data pipelines. Focus on your core business and the investment strategies of your family office while Bavest provides data and infrastructure in the background.

Quantitative Analytics

Use our existing infrastructure & automated processes to analyze your funds for their strategy orientation, allocation, metrics & more.

Sentiment Data

Our AI analyses social media and news in real-time and provides sentiment data for individual stocks and sectors and determines the largest fluctuations in your portfolio.

Reporting

Use our infrastructure and automate your reporting. Create charts and analyses automatically with our API or the Bavest gSheet plugin.

Portfolio Breakdown

We analyse the sector and country distribution and the allocation of your portfolio.

Carbon footprint, ESG & PAI Analysis

We analyse greenhouse gas emissions from your investments and provide ESG scores and PAI indicators based on your investment strategy.

Drawdown & Benchmarking

Calculate your fund's drawdown and compare yourself to other funds, ETFs, or indices.

Sustainable Finance Disclosure Regulation

Investment Process under SFDR

The SFDR (Sustainable Finance Disclosure Regulation, in particular Articles 8 and 9) has raised awareness of the potential risks associated with greenwashing. To comply with the SFDR, asset managers need reliable and accurate data. Bavest offers the necessary support by providing carbon footprint data, climate data as well as ESG data. Our specialty is that we also provide data for small-caps and mid-caps.

nachhaltigkeits beratung

Analyze the Impact of your Customers on Global Warming

Companies that set specific targets to limit the global temperature rise to 1.5 degrees Celsius show a strong commitment to climate protection. Bavest provides exactly this data so that your consultancy can understand exactly what the impact of your clients' investments is.

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Warum wir

A Strong Technology Partner at
your Site

Single API-Solution

Get data and analyses from an API and save yourself the high maintance effort in your backend that you would have with various APIs.

Data on Demand

Do you need a special data point about a security and would like to receive it automatically via the API? We are in close contact with our customers and also provide additional data when required.

Simple Model

Only pay for what you really need. No complicated license contracts and transparent pricing.

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Work with Bavest

We are excited to get to know you. We will be happy to provide you with further details and an individual consultation.