About Investment Technologies

Investment Technologies offers an exceptional combination of systems and investment expertise in investment technology with portfolio optimization, performance and risk measurement, behavioral finance, Monte Carlo simulation, personal risk assessment, and forecasting future asset and fund returns.

Investment Technologies was the first company to offer desktop-based portfolio optimization software.  The Expert Allocator and Expert Performance Analyst pioneered the use of sophisticated graphics, data-management and financial technologies in standalone DOS and Windows formats.  We introduced the first commercial applications of Post-Modern Portfolio Theory, which uses downside risk measures for portfolio construction and performance analysis.  More than 60 institutions worldwide currently use these products.

Investment Technologies was founded in 1986 by Brian M. Rom, a nationally recognized expert in portfolio optimization and risk measurement, to take advantage of the increasing power and availability of personal computers.

Our guiding principle is to bring to market has been to develop products that incorporate the most sophisticated and accurate investment concepts. 

Brian M. Rom

Brian M. Rom is founder of IT. Together with Dr. Frank Sortino, he developed the first commercial applications of Post-Modern Portfolio Theory and downside risk.

Prior to forming IT, Brian was principal and practice leader for the New York Region at William M. Mercer-Meidinger-Hansen Asset Planning, Inc., and a senior investment consultant in New York office of Peat Marwick KPMG. He has also been pension investment manager at the J.C. Penney Co. He taught finance at the Columbia University Graduate School of Business 1990-1994.

Over the past 25 years, Brian has published many articles in financial journals and spoken at many industry conferences on investment advice, Post-Modern Portfolio Theory, risk measurement, portfolio optimization and performance measurement.

Brian holds M.B.A. degrees from Columbia University and Cape Town University in South Africa, as well as an M.S. in computer science and mathematics.

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