Fund Managers

Investment Capability Assessment: How does your investment proposition compare to the best-in-class asset managers from the perspective of institutional investors? Based on a recent study by a leading global consulting firm, it's estimated that up to 80% of fund managers fail to meet the rigorous standards of institutional investors' due diligence processes. Alpha conducts in-depth assessments of its clients' investment capabilities, helping them understand how they are evaluated by institutional investors and their advisors, thereby enabling them to secure new business opportunities.

Alpha offers tailored support to fund management groups and Investment Trust boards by independently assessing investment teams using the '4Ps' criteria: People, Process, Philosophy, and Performance. The primary objective is to evaluate the investment process for its replicability and long-term viability. A crucial part of this analysis is ensuring that portfolio managers align the management of the portfolio with the stated investment process, thereby fostering and maintaining institutional trust.

Alpha believes that a manager who not only meets but exceeds the '4Ps' standards is well-positioned to attract and grow client assets from asset owners, consultants and other distribution channels.