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Our Story
Founded by a former hedge fund research analyst in 2006, Alpha Theory has constructed a platform that aggregates and organizes client data and combines it with external data into a central hub facilitating improved investment decision making. For nearly two decades and through several market changes, our focus has been on delivering exceptional client service. Our investment-process experts work closely with fund managers to help them refine their processes over time using a feedback loop, monthly blog posts, whitepapers, webinars, book clubs, portfolio manager roundtables, and much more. We are one team working toward the goal of helping our clients Be Better.
We invite you to learn about our history and the milestones we accomplished along the way.
Implemented Hermes PDF Generator in our ecosystem for more robust analytics reporting.
Initiated the migration and expansion of Alpha Theory data and technology tooling to utilize cloud services.
Expanded the Alpha Theory/FactSet integration featuring a
five-factor risk model leveraging FactSet’s Quant Factor Library.
New Website and Branding launched.
The Alpha Theory/Omega Point integration (ATOP) is launched providing enhanced risk data.
Alpha Theory launches an affiliated investment company. CenterBook Partners, a quantitative alpha-capture strategy, is launched in a unique partnership with 25 Alpha Theory Clients who agreed to share their data with the new company in exchange for a portion of the fees the fund generates.
FactSet Fundamental Data columns are integrated into the Platform.
Excel Connect is launched providing an enhanced workflow for data entry and Historical Analytics data is provided at the fund and asset level.
The Price Target Builder is launched along with auto-calculation of probability-weighted return on the Asset Dashboard Scenarios Card.
The Reporting API is released providing a JSON interface to Alpha Theory data for back-end microservices and consumption by customers and partners.
The Security Master is launched to provide better support for pluggable data providers and to centralize all security and pricing data.
The Asset Dashboard is launched allowing a comprehensive view of each Asset improving the user experience.
The historical scenario, pricing, and research chart is launched.
In response to customer demand, the Confidence Checklist is launched.
Introduced a comprehensive data dictionary of all fields available on the platform.
Enhancements released giving users the ability to perform custom dynamic price target calculations.
Enhanced reporting and exporting features released.
Added advanced filtering and enhanced notifications to the platform.
First version of Historical Analysis is released.
New functionality is added to enable users to assign benchmark tickers to sectors and calculate alpha for assets against those benchmark tickers.
Several new platform features are added, including P&L view creation, custom report scheduling, and security enhancements.
Integration with Google Chrome completed and auto-generated downside targets functionality added.
A new Market Scenarios tab is added to the platform and additional enhancements to custom fields are released.
New platform features are added including auto-calculated risk-adjusted Returns, market-based scenarios, target and probability comparisons, research management functionality, and custom views.
Fund exposure risk and downside risk calculations added to the platform.
API updated to automatically take position files from prime brokers and fund administrators.
New features added providing users with the ability to set portfolio and sector exposure constraints.
Initial product launched with Risk-Adjusted Return, Optimal Position Size, Trades, Notes, and filtering by User, Fund, and Status.
Alpha Theory is born
Learn how Alpha Theory's platform provides investment teams with a framework to make investment decisions that drive performance.
