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 henry@thetaresearch.com.

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.

Stress Test Your Investment Strategy and Attract New Distribution!

The National Association of Active Investment Managers (NAAIM) has extended the deadline for investment managers to participate in the 2021 Active Investing Strategy (AIS) Competition, formerly known as the NAAIM “Shark Tank.” Since 2013, this unique challenge has allowed NAAIM Members to gain exposure to new ideas employing active management strategies, possibly leading to new business relationships.

Investment managers wishing to participate in this virtual event are requested to submit a written application and present their strategy to the committee in the preliminary contest through June 4. Selected finalists will present their strategies in a virtual event on June 23 and 24, 2021. NAAIM AIS Competition preliminaries have been broadened to accept applications from members as well as non- members. Finalists will be required to become NAAIM members.

For Investment Managers who employ active strategies, competing in NAAIM’s AIS Competition provides exposure to a room full of Advisors, many of which are seeking viable sub-advisory relationships. It is 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 AIS Competition could provide the exposure necessary to take your business to the next level.

To learn more about the NAAIM organization and rules of the AIS Competition, check out the AIS Competition page on the NAAIM website.

All the best,

Mike

The Theta website will be offline during the morning of February 14, 2020 due to Theta’s move to a new address within the same building. This outage will affect not only the Theta home page, but also access for our investment managers and subscribers.

Our systems consultants will be on-site installing a new Internet connection that will be twice the speed of our current configuration, so look for response times to be even better in the future.

The move will not affect any of Theta’s contact information other than to change suite numbers from 200 to 100, as follows:

Theta Research

11719 FM 2244, Suite 100

Austin, TX 78738

(512) 628-5201

www.thetaresearch.com