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Alpha Theory Advisors
Bespoke Solutions to Complex Investing Challenges
Our team of experienced buy-side executives and technologists provides customized solutions spanning an asset manager's entire investment lifecycle, from idea generation to position sizing to portfolio risk and performance analysis.
A Better Process Leads to Better Decisions
Alpha Theory Advisors leverages extensive industry experience by partnering with investment teams to incorporate quantitative discipline into their investment process. Our team specializes in developing risk management tools, creating data science platforms for research and stock selection, and implementing systematic portfolio hedges to minimize unwanted factor risk. We are committed to supporting asset managers in addressing their unique investment process needs.
Our Services & Partnerships
Alpha Theory Advisors' service offering propels your business forward by leveraging our experience across the key areas of an asset management firm’s investment lifecycle and operations. Our team can support your firm from start-up to capital raising to ongoing operations. We are your partner.
Implementing comprehensive risk management solutions
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Deploying large scale data science platforms for research
Developing customized reporting and software solutions
Automating workflows using the latest in cloud and AI/ML computing
Crafting systematic portfolio hedges
About Alpha Theory Advisors
Led by former buyside Chief Risk Officer Benjamin Dunn, Alpha Theory Advisors partners with global asset managers and owners to solve their most complex investing challenges. Our client relationships extend for a decade or more as we strive to define industry best practices and constantly improve on the tooling, policies, and procedures we deliver. We offer services on a project or retainer basis.
Benn left academia in the late 90s to help launch one of the first commercially available data mining platforms using genetic algorithms. He was then recruited by Weiss Multi-Strategy to institutionalize their quantitative infrastructure before moving into the newly created CRO role after the Sept 11 attacks. After seven years at Weiss he moved into a similar role at the CR Intrinsic Investors unit within S.A.C. Capital.
The democratization of financial data and the rise of robust third-party portfolio management software systems enabled Benn to launch an independent portfolio consultancy (Axtell) during the financial crisis with the goal of providing alternative asset managers access to best-of-breed solutions for risk and portfolio management. Alpha Theory acquired Axtell in 2011 to form Alpha Theory Advisors where client engagements include a broad array of services from outsourced risk and portfolio consulting to data science platform design and development.
