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Portfolio Management Platform Integrates with Leading Research Management Softwa

Alpha Theory™, the investment industry’s leading Fundamental Portfolio Optimizat
ion tool, integrates with research management software firm Code Red.
Charlotte, NC, August 07, 2010 -- Code Red introduces their new Alpha Theory mod
ule as part of the Red Alert Research Management System (RMS™). This recent addi
tion 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 port
folio that maximizes return and reduces risk. This integration completes the inv
estment 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 fundamen
tal managers today – turning their research into a portfolio,” said Cameron High
t, President and CEO of Alpha Theory. “Our new Code Red integration provides a h
olistic research, risk, and portfolio management solution that is critical for a
n effective, streamlined investment process.”
“Our customers use Red Alerts because they run very research intensive investmen
t processes,” said Tim Gavin, Chief Executive Officer of Code Red. “The challeng
e is pulling out the relevant data from their research to make effective portfol
io decisions. Our new Alpha Theory module allows clients to extract from their r
esearch a risk-adjusted return which can be used to highlight where research doe
s 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 manag
ers to develop an efficient portfolio using the concept of risk-adjusted return.
Alpha Theory leverages research and instinct to build a repeatable system for o
ptimally sizing positions. For further information, please visit www.AlphaTheory
.com, or view a demo at
About Code Red
Code Red provides research management technologies to the investment management
community. The Code Red Research Management Workspace™ includes its flagship pro
duct Red Alerts RMS™, a Research Management System; IdeaNet™, a platform for the
distribution of research, ideas and meetings; and Open RMS™, a research and da
ta integration service. Code Red’s workspace lets portfolio managers and analyst
s easily manage research, control the flood of information, and integrate third-
party data. It organizes and automates the investment management process, facil
itates rating and ranking of information sources, and speeds navigation of inves
tment research and the discovery of new ideas.
Alpha Theory Contact Information: Telitha Causey, Vice President, Marketing, (70
4) 307-2914 x207,,
Code Red Contact Information : Jaime Bean, (212) 867-6364,,

Contact :
Telitha Causey
Vice President, Marketing
Alpha Theory™
Charlotte, NC
(704) 307-2914 x207