Operational Due Diligence
The New Alpha Experience
With more than 15 years of experience, New Alpha Asset Management, a European entrepreneurial investment management company, has a globally recognized expertise in multi-management.
Free from the traditional constraints of asset size and performance history, New Alpha’s approach focuses on investment funds whose performance potential and risk management seem attractive in their investment context.
New Alpha Asset Management offers a complete range of services in the space of multi-management: design and management of dedicated or commingled funds of funds, advisory on construction and allocation, performance and risk monitoring.
New Alpha’s “multi-management” approach
Multi-management aims to identify and select investment funds managed by specialized managers in order to assemble them into portfolios that meet the objectives and constraints of different categories of investors: insurance companies, pension funds, corporations, private banks, family offices etc…
New Alpha offers a wide range of multi-management services in traditional management (listed equities) and in alternative investments (private debt, hedge funds and liquid alternative UCITS funds…):
The ESG approach applied to multi-manager investing
In addition to a quantitative expertise recognized for its exhaustiveness and accuracy, New Alpha rigorously applies an original extra-financial approach to fund selection and portfolio management.
Dedicated fund of funds
New Alpha has a recognized know-how in structuring and managing dedicated multi-manager funds that best meet the specific objectives and constraints of each investor, in terms of performance objectives, risks but also extra-financial characteristics: ESG criteria, SRI-labelled funds, 'Tibi' qualified funds...
Investment management mandates
New Alpha clients have the option of outsourcing their investment decisions through discretionary management mandates. This allows New Alpha to develop investment strategies to meet its clients' objectives while respecting the agreed upon investment guidelines and objectives.
As a portfolio management company, New Alpha has capabilities that it can offer to its clients for specific services such as fund selection, portfolio construction and risk monitoring.
Due diligence services
As part of its investment management activity, New Alpha carries out in-depth audit reports. These due diligence reports cover both the investment and operational aspects of the analyzed funds. On request, New Alpha's analysts can produce customized audit reports.
of average experience in the sector
funds analyzed each year
in multi-management as of end December 2023
According to the investment rules specific to each mandate or program, New Alpha considers extra-financial criteria for the selection of external investment managers and funds.
Operational Due Diligence
Chief Operational Risk Officer
Head of Quantitative Research
Head of ESG - Manager Research
Co-Chief Investment Officer
Chief Executive Officer, Co-Chief Investment Officer