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One Platform
The Solutions You Need to Turn Intuition into Alpha
We built a single platform for fund managers to turn intuition into a process that results in increased alpha. Alpha Theory streamlines investment team workflows by centralizing data and providing instant access to research so you can optimize portfolio position sizing to capture more alpha.
Maximize Portfolio Return Potential
Alpha Engine is a customizable rules engine built to increase discipline around position sizing. We help investment managers translate sizing criteria into custom rules to generate optimal position sizes aligned with the firm’s investment strategy.
- Make your intuition and implicit rules explicit with custom criteria
- Customize liquidity, drawdown, sector exposure, risk and other rules
- Create a consistent and repeatable sizing process to remove bias
Data You Need to Stay Informed
Alpha View delivers the data you need to make more informed decisions. The tool helps teams minimize mistakes by creating custom reports with real-time alerts like when a position size is too large, when an analyst needs to update their targets, or when an idea is worth adding to the portfolio.
- Configure alerts to your preferences
- Synchronize teams working across locations with custom alerts
- Reduce the noise and focus on the information most important to your team
Inform Your Decisions with Actionable Data
Alpha Central aggregates your data including fundamental research, Excel models, estimates, pricing, prime broker and custodian data, and other data sources in real-time for efficient research management that drives informed decisions.
- Aggregate and optimize internal and external data in one dashboard
- Keep research fresh with automatic syncing across internal and external data sources
- Automate comparison of estimates to consensus and measure forecast accuracy
Data to Improve
Your research is your most valuable asset, and if you are not capturing it so it can be analyzed, you are not improving as fast as your competition. Alpha Insights goes beyond analytics to offer investment teams the expertise, support, and customized solutions to gain a competitive edge in a fast-paced environment.
- Refine your investment process with comprehensive comparative analysis
- Leverage expert advice and suggestions based on your data
- Discover areas of sill and places for refinement
The Tools You Need to Optimize Alpha
Discover how Alpha Theory helps fundamental managers achieve 4% better returns on average.
Platform Feature Overview
Centralize Data
Your data is your most valuable resource and all too often it remains siloed away in different systems. Centralize your research, position, risk, and third-party data to gain insights only available from data unification.
Make Better Decisions
Build a model that generates intuitive position sizing based on your custom rules that result in a portfolio with higher potential returns. Alpha Theory’s investment-process experts partner with fund managers to implement disciplined processes, ensuring your portfolio aligns with your research to produce empirically proven increased performance.
Reporting & Alerts
Real-time alerts, an interactive dashboard, and a team of data scientists combine to help you consistently make data-driven investment decisions to capture more alpha.
Insights that Drive Performance
Leverage a team of data scientists and investment-process experts tasked with analyzing your data, finding actionable insights, and creating process and behavior change to take advantage of those insights.
Download our factsheet to learn more about how Alpha Theory has helped fundamental managers achieve 4% better returns on average.
Learn how Alpha Theory's platform provides investment teams with a framework to make investment decisions that drive performance.
