Give your team the tools of a professional investment desk.
Multi-asset portfolios and strategies built to hold up beyond bull markets, and everything your team needs to run them. Without hiring a full investment team.
No pitch, no strings. If InvestLab can't add value for your firm, I'll say so.
Live strategies & model portfoliosProfessional toolsResearchConsulting
Built by Stéphane Renevier, CFA · former multi-asset portfolio manager at Schroders and Wells Fargo Asset Management, co-managing around $800m
Hiring a full investment team is expensive and hard. Not hiring one is worse.
Building and managing portfolios properly takes a portfolio manager, a quant, an analyst and a developer. Most firms can't justify the cost, and can't find the people. So they go without, and the portfolio pays for it.
Fragile portfolios.
Never tested against inflation, a real bear market, or stocks and bonds falling together.
Strategies taken on trust.
Nobody in-house can tell a robust strategy from a nice-looking backtest, so the most convincing pitch wins.
No defensible process.
When a client or regulator asks "why this, and what did you test?", the answer is a spreadsheet and a memory.
The investment team, without the headcount. In one platform.
Strategies to run, tools to test and build with, and research that explains what works and what doesn't. All rules published, every number from one engine.
Running now, with every rule and allocation visible.
Model portfolios
Strategic · long-term coreDiversified, transparent rules, built to hold up without a bull market.
- Balanced and 60/40The classic mixes, done properly.
- All-WeatherDesigned for growth, inflation and stress. Unlevered, or risk-budgeted to a 15% volatility target.
- AggressiveEquity-led, for longer horizons.
- US, EU and UK versionsBuilt from liquid ETFs your clients can hold.
Tactical strategies
Adaptive · reduce risk or add returnRules that adapt to the market environment. Systematic, so your team can explain every change.
- Trend followingRules that step aside when an asset's trend turns down.
- Dual momentumTrend plus relative strength: hold the strongest assets, or cash.
- Adaptive hedgingA defensive sleeve that switches on when the signal calls for it.
- CombinationsStrategic core plus a tactical sleeve, run as one portfolio.
No code. Data back to 1990. Realistic costs and rebalancing.
Backtesting
Build and test any strategy, or adapt one of ours. Data back to 1990, realistic costs, the rebalancing rule you actually use.
Portfolio construction
Combine strategies and existing holdings into one portfolio, and see every trade-off before you commit.
Risk
Stress-test against tough decades. See the hidden bets a portfolio is making, and how concentrated its risk really is.
Analysis
Clear AI-written reports for your team and your clients. Every number comes from the engine, never from the language model.
Evidence first. Failure modes included.
Deep dives
What works in multi-asset investing, what doesn't, and why. The mechanics, the evidence, the costs and the years that test you.
Strategy research
InvestLab's own research plus the best of practitioner and academic work, tested on the same engine. Your team gets the conclusion and the evidence without reading everything.
Everything here can be built around your firm.
Adapt a strategy to your constraints, or design a new one. Add the tools your team is missing. Put a documented process around all of it. Done with your team, by the person who built the platform.
Your universe, your constraints.
A strategy designed or adapted for how your firm invests, then tested the way a desk would test it.
- Universe, base currency, risk limits and constraints
- Realistic costs, your rebalancing rule, stress periods
- Failure modes documented before capital goes in
The tools your team is missing.
Reports, screens and internal tools built on your data and your process, not a generic model.
- Client and committee reports, every number computed
- Research on demand: deep dives and tests on request
- AI tooling for your analysts, on your own data
Written down, tested, reviewed.
A documented investment process that clients and regulators can follow, and your team can run without you.
- Rules and rationale, in plain language
- Monitoring: what to watch, and when to change nothing
- Review cadence and the evidence behind each decision
Tested the way a desk would test it: how it held up across decades, what it really depends on, what its rules cost, and what we would change. From there, one strategy designed and tested with your team, then run live on the platform. Scope and terms agreed per firm.
For firms only. Custom work and consulting are offered to advisers, family offices, wealth managers and investment teams. InvestLab does not provide personal advice, portfolio reviews or strategy design to individuals.
Built by someone who ran this job.
Stéphane Renevier, CFA
Founder, InvestLab
Multi-asset portfolio manager in London at Schroders and Wells Fargo Asset Management, co-managing around $800m and building most of the fund's strategies.
InvestLab is that desk, rebuilt as a platform a small team can run: the strategies, the testing discipline, the risk tools and the research, with the judgment that separates a robust idea from an attractive backtest.
LinkedIn profileThree things firms ask first.
What does it cost?
It is priced per firm, depending on what you need: platform access for the team, custom work, or ongoing support. Scope and terms are agreed after the intro call, never before it.
Do you manage money?
No. InvestLab never holds client assets or executes trades. Your firm keeps custody, execution and the client relationship.
Is this advice?
No. InvestLab provides tools, strategies and research to firms. Suitability and advice remain with you, and every number on the platform comes with the rules and evidence behind it.
See whether InvestLab fits your firm.
A quick intro call: what your team runs today, where the gaps are, and what a first step would look like. No pitch, no strings.
Book a quick intro callPrefer email? stephane@investlab.app