Portfolio Software Company Partners with Data-Driven Research Provider

Alpha Theory™, the investment industry’s leading Fundamental Portfolio Management Pl

atform, announces a partnership with emerging research firm DISCERN™.
Charlotte, NC, October 27, 2010 -- Alpha Theory and DISCERN have begun joint mar
keting their portfolio and research platform to the hedge and mutual fund commun
ity. The foundation of the relationship is a culture based on scenario analysis.
DISCERN provides detailed scenario analysis supporting their qualitative and qu
antitative research. Alpha Theory requires investors to describe their expectati
ons probabilistically to calculate a risk-adjusted return and provide a platform
to systematically turn research into a portfolio.
“Alpha Theory is proud to be partnered with a firm that has the caliber of people
associated with DISCERN,” says Cameron Hight, President of Alpha Theory. “DISCERN re
presents the future of research providers with their data-driven, scenario-based
analysis. Clients that find value in DISCERN’s approach will be able to integrate
Alpha Theory’s platform into their investment process with relative ease.”
DISCERN currently provides Alpha Theory to its clients through DISCERN s first-o
f-a-kind DARTboard™ (DISCERN Asset Return Tool). The DARTboard provides clients wi
th DISCERN’s scenarios (a forecast range of possible outcomes with estimated proba
bilities) and the associated implied risk-adjusted returns, integrated within a
real-time, customizable interface. The interactive nature of the DARTboard allow
s for quick insight into how the risk-adjusted return of an asset changes as the
market shifts, and how it stacks up against the risk-adjusted return offered by
other companies in the sector, or even the return offered by companies in other
sectors followed by DISCERN.
Additionally, DISCERN plans to make available Alpha Theory’s Portfolio Management
Platform with an integrated DISCERN module. The module will allow customers to c
ompare DISCERN scenario analysis and recommended position sizing to that of the
customer s internal research.
“DISCERN is excited to partner with Alpha Theory, a company that shares our vision
regarding the importance of scenario-based research and analytics. We look for
ward to bringing Alpha Theory s position-size optimization framework to our cust
omers,” says DISCERN’s Chief Executive Officer, Harry Blount.
About Alpha Theory
Alpha Theory, the investment industry’s leading Fundamental Portfolio Management p
latform, is the premier solution used by hedge and mutual fund portfolio manager
s to develop an efficient portfolio using the concept of risk-adjusted return. A
lpha Theory leverages research and instinct to build a repeatable system for opt
imally sizing positions. For further information, please visit www.AlphaTheory.c
om, blog.AlphaTheory.com or view a demo at www.AlphaTheory.com/demo.
About DISCERN:
With offices in San Francisco and New York, DISCERN is a leader in providing inv
estors and decision makers with a persistent information advantage by uniquely b
lending investment research and contextual foresight. A company built on a fresh
approach to investment research, DISCERN applies the collective knowledge of it
s team, including external experts, powerful information analytics tools and pro
prietary data streams, to dramatically increase the scope of DISCERN s individua
l analysts’ expertise. The result: better context, better decisions. DISCERN leve
rages its proprietary processes by partnering with leading data vendors, world-r
enowned experts, and financial technology providers to give its clients a sustai
nable information advantage. By "seeing" farther, faster and more accurately, DI
SCERN is quite literally changing the way research is done.
Alpha Theory Contact Information : Telitha Causey, Vice President, Marketing, Al
pha Theory, (704) 307-2914 x207, www.AlphaTheory.com, tcausey@AlphaTheory.com
DISCERN Contact Information: Harry Blount, Chief Executive Officer, DISCERN Rese
arch, (415) 645-6588 x104, www.DISCERN.com, press@discern.com
Contact:
Telitha Causey
Vice President, Marketing
Alpha Theory
Charlotte, NC
(704) 307-2914 x207
tcausey@AlphaTheory.com
http://www.AlphaTheory.com