Portfolio Management Platform Integrates with Leading Research Management Software
Alpha Theory™, the investment industry’s leading Fundamental Portfolio Optimization tool, integrates with research management software firm Code Red.
[USPRwire, Tue Aug 10 2010] Code Red introduces their new Alpha Theory module as part of the Red Alert Research Management System (RMS™). This recent addition to Code Red’s Red Alerts RMS provides the tools to build a portfolio level view of a firm’s fundamental research. As analysts and portfolio managers enter and update price targets inside Red Alerts, the data can synchronize with Alpha Theory’s Fundamental Portfolio Management platform. Alpha Theory then analyzes a firm’s positions, weights, price targets, and convictions and displays the portfolio that maximizes return and reduces risk. This integration completes the investment circle that begins with the idea, extends through the research process, and continues to position sizing.
“Together, Alpha Theory and Code Red solve the biggest challenge facing fundamental managers today – turning their research into a portfolio,” said Cameron Hight, President and CEO of Alpha Theory. “Our new Code Red integration provides a holistic research, risk, and portfolio management solution that is critical for an effective, streamlined investment process.”
“Our customers use Red Alerts because they run very research intensive investment processes,” said Tim Gavin, Chief Executive Officer of Code Red. “The challenge is pulling out the relevant data from their research to make effective portfolio decisions. Our new Alpha Theory module allows clients to extract from their research a risk-adjusted return which can be used to highlight where research does not match position sizing.”
About Alpha Theory
Alpha Theory, the investment industry’s leading Fundamental Portfolio Management platform, is the premier solution used by hedge and mutual fund portfolio managers to develop an efficient portfolio using the concept of risk-adjusted return. Alpha Theory leverages research and instinct to build a repeatable system for optimally sizing positions. For further information, please visit www.AlphaTheory.com, blog.AlphaTheory.com or view a demo at www.AlphaTheory.com/demo.
About Code Red
Code Red provides research management technologies to the investment management community. The Code Red Research Management Workspace™ includes its flagship product Red Alerts RMS™, a Research Management System; IdeaNet™, a platform for the distribution of research, ideas and meetings; and Open RMS™, a research and data integration service. Code Red’s workspace lets portfolio managers and analysts easily manage research, control the flood of information, and integrate third-party data. It organizes and automates the investment management process, facilitates rating and ranking of information sources, and speeds navigation of investment research and the discovery of new ideas.
