Alpha Fund Managers Portfolio Management
The Alpha Fund Managers core offering is the portfolio management of highly specialised investment strategies and bringing together the best of breed investment team, across five asset class funds.
Alpha Fund Managers has developed an effective and repeatable investment process.
The cornerstone of the Alpha Fund Managers core investment process is based on the following key areas, in insuring we find and combine the best fund managers - the latest opportunities:
- Asset Class Research
- Investment Manager Research
- Diversified Sources of Active Returns
- Portfolio Construction and Risk Management
- Performance Attribution, Manager Monitoring and Evaluations
Depth and experience of the investment team
Alpha Fund Managers views investment manager selection from a qualitative and quantitative perspective. A qualitative view on the investment managers goes to the heart of manager selection review process for inclusion in the Alpha Fund Managers fund series. Alpha Fund Managers uses a structured and repeatable combination of policy, tools and processes for the manager selection and ongoing manager monitoring. Ranging from onsite due diligence of investment managers to quantitative institutional tools to narrow the possible manager selection universe.
Investment philosophy, style and process
An investment managers philosophy, style and process are researched and evaluated, using a combination of tools, processes and onsite due diligence. Each investment manager within each of the Alpha Fund Manager five funds, their philosophy, style and process are modelled together under various market conditions with other managers in the funds. In combining managers together Alpha Fund Managers is looking for equity correlations to be reduced and differing but desired outcomes from investment managers.
Performance track record
Performance attribution is an important element in the portfolio construction and possible inclusion of investment manager in the portfolio. It is key, the link to active returns, to active risk contribution at various levels within established expectations.
Alpha Fund Managers works hard in portfolio construction to ensure risk management overlays on the portfolio are appropriate on an ongoing basis.