Services

WELCOME TO THETA INVESTMENT RESEARCH.

We serve the active investment management community by gathering and providing data on Investment Managers who employ active management techniques to limit risk and enhance performance in portfolios. OUR DATA IS UNIQUE. We capture transactional and valuation data on accounts which are trading real money to assure objective and complete reporting. OUR DATA IS UPDATED DAILY. At the close of each market day, we process information on transactions, pricing, and securities used in most tracked accounts in our database. We then generate risk and performance measurement statistics. OUR DATA IS DYNAMIC. New managers and programs are regularly added to our tracking database.