AlphaSimplex Group Company Profile
AlphaSimplex Group, founded in 1999 and now an acquired subsidiary of Virtus Investment Partners based in Boston, MA, specializes in investment management and advisory services that prioritize risk control through proprietary AdaptiveVolatility Management technology, holds several patents related to risk-managed investment strategies, and competes with firms like BlackRock and Wellington Management.
Overview
AlphaSimplex Group is a provider of investment management and advisory services focused on managing risk rather than chasing returns. The company utilizes proprietary risk-control technology, AdaptiveVolatility Management (αvm), to help shield investors from the disruptive effects of surging risk and extreme loss. This approach is designed to help investors meet their long-term goals in ever-evolving markets by analyzing market behavior and risk.
- Year Founded: 1999
- Status: Acquired/Merged
- Employees: 40
- Latest Deal Type: M&A
- Financing Rounds: 2
- Ownership Status: Acquired/Merged (Operating Subsidiary)
- Financing Status: Corporate Backed or Acquired
- Primary Industry: Asset Management
- Other Industries: Consulting Services (B2B)
- Parent Company: Virtus Investment Partners
- Corporate Office: 200 State Street, Boston, MA 02109, United States
Competitors
Some of AlphaSimplex Group’s competitors include:
- Wellington Management (Boston, MA)
- First Sentier Investors (Sydney, Australia)
- BlackRock (New York, NY)
- Brandywine Global Investment Management (Philadelphia, PA)
- Thornburg Investment Management (Santa Fe, NM)
Patents
AlphaSimplex Group holds several patents related to risk management in investment strategies. Recent patent activity includes:
- US-20150170284-A1: Downside risk management applying computer methods and system (Inactive, filed 17-Dec-2013)
- US-8335735-B1: Computer implemented risk managed indices (Inactive, filed 12-Aug-2011)
- US-20130041842-A1: Computer implemented risk managed trend indices (Inactive, filed 12-Aug-2011)
- US-20140012776-A1: Computer implemented risk managed trend indices (Inactive, filed 12-Aug-2011)
- US-20100287113-A1: System and process for managing beta-controlled portfolios (Inactive, filed 08-May-2009, Technology: G06Q40/06)
FAQs
- When was AlphaSimplex Group founded?
- 1999
- Where is AlphaSimplex Group headquartered?
- Boston, MA
- What is the size of AlphaSimplex Group?
- 40 employees
- What industry is AlphaSimplex Group in?
- Asset Management
- Is AlphaSimplex Group a private or public company?
- Private company
- Who are AlphaSimplex Group’s investors?
- Natixis Investment Managers
- Who are AlphaSimplex Group’s competitors?
- Wellington Management, First Sentier Investors, BlackRock, Brandywine Global Investment Management, Thornburg Investment Management
- When was AlphaSimplex Group acquired?
- 01-Apr-2023
- Who acquired AlphaSimplex Group?
- Virtus Investment Partners