Manager Research

Our focus on manager and investment research serves as the bedrock of our services, offering clients a robust foundation upon which to build and manage their investment portfolios effectively.

By conducting thorough research on external managers and their strategies, we provide access to best-in-class investment solutions.

Advanced Selection Process

Our manager selection process is detailed and systematic . We identify, evaluate, and appoint external investment managers who align with our clients’ specific strategic objectives, risk tolerances, and financial goals. This process is critical for ensuring that the selected managers have the expertise, resources, and strategies necessary to deliver superior risk-adjusted returns while adhering to our investors’ overall asset allocation and investment philosophy.

Our focus on manager and investment research serves as the bedrock of our services, offering clients a robust foundation upon which to build and manage their investment portfolios effectively.

Operational and Investment Due Diligence

A comprehensive approach, meticulous attention to detail, and a focus on delivering actionable insights is what NewAlpha’s Due Diligence Reports seek to accomplish.
Operational Due Diligence and ESG Reports are available as a stand-alone service for our clients.

Qualitative Analysis

The team of experienced NewAlpha analysts delve deep into the qualitative aspects of each manager’s strategy, risk management practices, team expertise, and performance drivers. We build conviction into the manager’s ability to generate alpha on a consistent basis and navigate market challenges effectively.

Quantitative Analysis

We employ sophisticated quantitative techniques to evaluate alpha generation, identify appropriate benchmarks, understand correlations and identify hidden risk factors. This quantitative analysis goes beyond simple performance metrics, leveraging advanced statistical models and data analytics to uncover patterns and sources of risk-adjusted returns.

Thorough Operational Review

Our dedicate ODD team conduct a comprehensive review of the manager’s operational infrastructure, processes, internal controls, compliance framework, and service provider relationships. This meticulous examination helps identify potential operational risks, weaknesses, conflicts of interests or inefficiencies that could impact performance or raise concerns for investors.

Experience

NewAlpha’s due diligence team members leverage their collective experience and industry knowledge to conduct thorough assessments and identify nuances that may impact manager performance. By tapping into this wealth of expertise, NewAlpha enhances the quality and depth of its due diligence reports, providing clients with valuable insights and recommendations.

Open Architecture

We rigorously research and evaluate best-in-class managers globally to identify exceptional investment opportunities. Our independent approach allows us to focus solely on delivering superior performance and value to our clients

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Advisory Services

Our advisory services complement the in-house capabilities of our clients, allowing them to leverage the full extent of our expert resources

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Asset Allocation

Our proprietary quantitative tools support our asset allocation decisions, thereby helping to build robust portfolios through multi-layer diversification with a long-term perspective

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