An Inside Look at the Code Red User Conference 2014 - Topics include portfolio analytics, liquidity tracking, investor relations, and project management

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Code Red, Inc., the leading provider of investment research technology, is hosting its User Conference in Boston, MA, on November 6th. The highlight of this year’s conference is the introduction of Code Red’s new portfolio analytics platform, which encompasses robust fund analytics and portfolio management functionality.

Code Red RMS users will gather on November 6th, at The Westin Boston Waterfront Hotel, for the Code Red User Conference 2014. Code Red will speak about its global growth, give an in-depth look into its product roadmap, demo new product capability, and present innovations in end-user experience.

Attendees will divide into breakout sessions to discuss RMS best practices, and give insight into how their firms’ have customized the platform to accommodate proprietary processes. Code Red will facilitate sessions about new product functionality, including portfolio analytics, CRM, liquidity management, investor relations, and project management.

“Attendance to this year’s conference will be tremendously beneficial to our users, as we will demo new modules, including the portfolio analytics platform,” said Code Red CEO Tim Gavin. “Adding analytics to our string of investment solutions provides our clients with a single comprehensive solution to manage the investment process. The conference provides the priceless opportunity for users to consult with other investment professionals, and learn ways to best integrate new modules into daily workflows.”

About Code Red, Inc.
Code Red, a global provider of investment research technology, enables firms to efficiently organize methods of research and contact management, data aggregation, due diligence, and compliance into an enterprise workspace that models a complete and repeatable investment process around proprietary workflows. The Code Red RMS™ is implemented at asset management firms, consulting firms, endowments, foundations, fund of funds, hedge funds, insurance companies, mutual funds, pension funds, private equity firms, and sovereign wealth funds. Code Red was established in 2004 in Boston, MA and has corporate offices in Hong Kong, London, New York, and San Francisco. For more information, contact Jaime Bean at (212) 867 6364 or visit

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Jaime Bean
Code Red Inc.
+1 (212) 867-6364
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