New Alpha offers investment advisory services in external funds: identification and analysis, investment and operational due diligence, portfolio construction and management.
New Alpha’s capabilities
Managing institutional portfolios requires specialized people and tools coupled with extensive experience.
NewAlpha’s specialized teams have the resources and tools to analyze and monitor investment funds from the point of view of portfolio management, operations and other essential functions, such as information systems, internal control processes, etc. ….
Fund audit and due diligence reports
To this end, NewAlpha conducts an in-depth analysis of the management companies and funds under consideration and delivers its opinion in due diligence reports.
The purpose of the investment due diligence reports (IDD) is to study the fund’s strategy, performance and decision-making processes. These analyses aim to assess the fund’s ability to replicate its past performance in the future.
Numerous measures of absolute and relative performance and risk are also analyzed, such as the fund’s volatility, the manager’s ability to manage crisis periods, etc.
Operational due diligence reports (ODD) are also conducted to confirm that the funds under consideration have a robust and compliant infrastructure and that they do not represent unwanted risks.
New Alpha helps its clients in their decision making process
Based on these reports, New Alpha has all the necessary elements to make the best investment decisions on behalf of its clients.
The design of such reports represents a significant workload. New Alpha therefore offers its services to investors who wish to be relieved of the task of producing them.
New Alpha Asset Management's consulting expertise is characterized by:
New Alpha offers these different services in three areas of expertise:
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Public Equity
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Absolute Return
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Private Debt
Extra-financial criteria are considered at two levels: selection of investment management companies and selection of funds.