NAAIM Issues a Call for 2019 Active Investing Strategy Competitors

The National Association of Active Investment Managers (NAAIM) has issued a renewed call for competitors for its Active Investing Strategy Competition (AISC). Since 2013, this unique challenge has allowed investment managers to gain exposure to new ideas employing active management strategies, possibly leading to new business relationships.

Investment Managers wishing to participate are requested to submit a written application to the Competition Committee for consideration. Finalists will present their strategies at the NAAIM Uncommon Knowledge Conference in Scottsdale, AZ on May 7, 2023.

For Investment Managers who employ active strategies, competing in NAAIM’s AISC provides exposure to a room full of Advisors, many of whom are seeking viable sub-advisory relationships. It’s an opportunity to describe your investment approach to the markets in your own words and answer questions posed by a panel of seasoned professionals.

The opportunity to present your active strategy to other Advisors representing literally billions of dollars of client assets doesn’t come around every day. The NAAIM competition could provide the exposure necessary to take your business to the next level. The winning Investment Manager will also be awarded the following 2023 Grand Prize Package:

• Live Distribution and Promotion on TAMP Offering
• Promotion to NAAIM Membership
• $5,000 Cash Prize

To learn more about the Competition and how to apply to compete in this year’s contest, visit the Competition Information Page on the NAAIM website.

Apply Online: 2023 Competition Application

2023 Competition Rules

We hope to see you at the upcoming NAAIM Conference!

Theta’s servers will be offline on Friday, February 17 so we can move to our new offices in Austin. Please use our new address:

9433 Bee Cave Rd
Bldg III Suite 201
Austin TX 78733

Our phone number remains the same.

Last month we sent a short survey to the managers listing programs on the Theta Research site and the results are in. Our big goal was to learn which performance metrics were important to them, and how we can improve the reporting on our site. The feedback has been invaluable!

Overall, our managers are happy with our service and use terms like “reliable,” “high quality” and “good value for the money” to describe us. The performance and risk statistics shown now seem to be the most important to them, although adding additional statistics, such as Sharpe and Sortino ratios, would be desirable.

They particularly expressed that the site needs a facelift and the ability to better view the manager pages on a mobile device. Selectable start and end dates for statistics also made the update list, as did default benchmarks and a fact sheet option.

We have plans to begin these updates this month and start the rollout in October. If you have any other suggestions, email Henry at .(JavaScript must be enabled to view this email address).

You can view the full set of survey results here.

After a two-year hiatus, the Uncommon Knowledge® National Conference, sponsored by the National Association of Active Investment Managers, will be back and Theta Research will be there! The conference will be held April 24-27 at the Westin Tampa Waterside in Tampa, FL.

Uncommon Knowledge® is the nation’s preeminent conference for the Active Investment Manager. With a wide variety of speakers and panelists, plus plenty of networking opportunities, it’s no wonder that this conference has been around for over 30 years. You won’t want to miss these 3-4 days packed with information on trading techniques, risk management and investment management strategies, not to mention the latest in technology and marketing tips to run your practice.

Stop by the Theta Research table on Tuesday, April 26, to say hello to Henry Rohlfs, Theta’s tech director. If you haven’t already, get the details on the conference agenda and register today.