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 News / Events Richard Fleischman & Associates Adds Unsurpassed Portfolio Management Platform Richard Fleischman & Associates Adds Unsurpassed Portfolio Management PlatformPartnering with Alpha Theory, RFA Delivers SaaS Application Enabling Fund Managers to Easily and Empirically Maximize Portfolio Return
NEW YORK, NY“ April 28, 2009 - Richard Fleischman & Associates (RFA), the premier provider of outsourced technology and IT services, and the trusted technology advisor to more than 400 firms in the alternative asset space, today announced a unique partnership with Alpha Theory. Alpha Theory affords deep visibility into, and mastery over, due diligence, portfolio management and risk controls via a collaborative application that centralizes the entire investment process. It provides near immediate payback to funds, whether small or large, by instantly identifying positions in the portfolio where size does not match the risk-reward, as determined by the fund's own research. One inefficiently sized position can cost a fund millions of dollars. Multiple inefficiently sized positions can put a fund out of business. This solution prevents such an outcome while providing transparency and risk controls that help attract new investors. "Alpha Theory generally creates between 1 to 5 percent of improved return from pointing out position sizes that do not fit the firm's own research," said Cameron Hight, Alpha Theory president and CEO. "If creating a structure to keep position size in line with fundamentals adds only one basis point per day, it would add up to 2.5 percent of additional return over the course of the year, or $25 million for a $1 billion fund. There is no product on the market today that can have a greater impact on a fund's potential returns." "Many of the sharpest minds in the world are drawn to the asset management industry. As a result, the market is ultra-competitive, and firms must constantly improve their process to maintain a lead over their peers," said Richard Fleischman, RFA president. "We are delighted to partner with Alpha Theory to extend our market-leading platform, better enabling managers to quickly and dramatically enhance their infrastructure, risk controls, transparency, and portfolio and research management." Alpha Theory cures the most pervasive problem that fundamental investors face: position sizes that are poorly aligned with each asset's risk-reward. The Alpha Theory solution from RFA provides:
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