Absolute Return Multi-Management

Thanks to a team of experienced professionals, NewAlpha aims to offer institutional investors access to strategies not correlated to market risks offered by independent investment managers.

With more than 15 years of experience, NewAlpha has a world-renowned expertise to analyze, select and support, if necessary, highly qualified portfolio management teams. Freed from the traditional constraints of market capitalization, style and performance history, NewAlpha's approach focuses on absolute return investment teams whose performance potential and risk management seem attractive in their investment context.

NewAlpha's expertise in Absolute Return Multi-Management is characterized by:

  • Cumulated experience in manager research and portfolio construction

  • Uncompromising targeting on identifying differentiated alpha sources

  • Ability to provide bespoke solutions to institutional clients at a reasonable cost

  • An efficient technological platform to support a well-defined process

NewAlpha offers this expertise in different forms:

  • Dedicated fund of funds or 'club funds’

  • Portfolio management services

  • Advisory services including manager identification, analysis, due diligence, portfolio construction and monitoring

According to the investment rules specific to each mandate or program, NewAlpha takes into account extra-financial criteria for the selection of external investment managers and funds.

  • 90%

    of the funds identified are internationally based

  • 13

    investment programs managed or advised

  • $1.6 billion

    in assets as of end June 2022

The team