Alpha Theory Announces Release of Asset Dashboard

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Debuts Breakthrough Portfolio Construction Innovation for Institutional Investors coming this October

Alpha Theory, a leading portfolio sizing and construction platform for institutional investors globally, today announced the upcoming release of its latest innovation, Asset Dashboard. Available to clients this October, new features include ground breaking data visualizations via a unique portfolio construction dashboard, the addition of Probability-Weighted Return (PWR) analytics, and a powerful new Scenario Infographic.

“We’re incredibly excited about this new release and what it means not only for Alpha Theory clients, but the future of active portfolio management,” says Alpha Theory’s Founder and CEO, Cameron Hight, CFA. “Our Asset Dashboard takes a crucial step towards streamlining and simplifying the mountains of inputs that both portfolio managers and analysts are required to consider when constructing and maintaining their portfolios.”

“Countless hours have been devoted to redesigning Alpha Theory to create an experience that will maximize value for our clients and radically improve their investment process,” said Dave Huffman, Alpha Theory's CTO. “We are excited that these enhancements and efficiency gains will also allow us to both develop and rapidly deliver to market additional innovations to the Alpha Theory community over the coming months.”

The beta version of Asset Dashboard was released in late August to existing users at New clients will begin to have access to this release in their platforms beginning in October. Members of the investment community are invited to contact Alpha Theory to schedule a demonstration.

Alpha Theory provides hundreds of institutional professionals at leading investment firms all over the world solutions that ensure portfolios are always in lock-step with fundamental research, delivering a more disciplined and accurate construction process. The Alpha Theory methodology leverages a firm's research and instincts to build a repeatable system for optimally sizing positions. Interested firms can learn more about Alpha Theory’s unique approach to portfolio construction at its website or by downloading Cameron Hight’s publication “The Concentration Manifesto” at

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Kamila Simon
Alpha Theory, LLC
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