Alpha Theory™ is a patent-pending tool, originally designed by a hedge fund, to address the challenge of developing and maintaining an efficient portfolio. The process of ensuring portfolio efficiency involves more than selecting good investments; it requires that you have the highest exposure to your best ideas and the lowest exposure to your weakest ideas at all times. Although the concept seems simple, many funds struggle to maintain an efficient portfolio because they are forced to rely on memory and mental calculations to size positions while market data constantly changes. Alpha Theory™ gives portfolio managers a framework to leverage their instinct and research to build a repeatable system for efficiently sizing positions in real-time. One inefficiently sized position can cost a fund millions of dollars and multiple inefficiently sized positions can put a fund out of business. As a result, this discipline of efficient position sizing is the closely guarded secret and competitive advantage of some of the largest, most successful funds in the world. Alpha Theory's™ solution enhances that competitive advantage and makes it available to everyone in the investment community.
INDATA® is a leading industry provider of software and services for buy-side firms, including trade order management (OMS), compliance, portfolio accounting and front-to-back office. INDATA’s iPM Portfolio Architect AI is the investment industry’s first portfolio construction, modeling,... Read More
Investment Accounting & Reporting Made to Order VestServe offers a comprehensive investment management platform to a great diversity of investment firms and offices. Many investment management firms have unique needs not well served by 'bread and butter' systems. VestServe’s software suite,... Read More
ClearStructure Financial Technology is a web-based portfolio management system, Sentry PM, leverages the latest advancements in technology to provide the unmatched flexibility, complete functionality and seamless automation.