COMPANY

alpha portfolio advisors is an owner-managed consulting firm, which was founded in 1998 and is located in Kronberg im Taunus. We are specialized in advising institutional investors in Germany, Switzerland and Austria. Systematic selection of active asset managers and dynamic asset allocation are our core competencies.

Our structured manager selection process is based on the most recent scientific insights as well as many years of practical experience of our team of consultants. Since the launch of alpha portfolio advisors we have successfully conducted more than 300 manager selection processes with a total asset volume of over 22 bn. EUR. alpha portfolio advisors is thereby a leading investment consultancy in the German-speaking market.

Since 2003 we advise leading institutional investors regarding dynamic asset allocation. The internally developed alphaport® strategy is scientifically sound and free from forecasts. It has proven itself multiple times during difficult market phases due to its integrated risk management approach. Currently we manage more than 1 bn. EUR within this strategy.

PARTNER

MISSION STATEMENT

Alpha - We bear alpha in our name and have the aspiration to generate sustainable excess returns.
Specialization – Through the consistent specialization on manager selection and asset allocation we offer our clients the best possible added value.

Specialization - By consistently specializing in manager selection and asset allocation, we offer our customers the highest possible value.

Quality - We place the highest demands on the quality of our work and strive to inspire our clients with excellent work results.

Performance Incentives - We measure ourselves on the success of our consultation and are remunerated on a performance basis. Therefore, we share the same incentives as our clients and rule out conflicts of interest.

Team - We select our employees very thoroughly and give them freedom and responsibility. This creates high job satisfaction and motivation.

CLIENTS

We advise a diverse range of clients including many leading corporates, insurance companies, pension funds, church investment funds, foundations, family offices and banks. An experienced and stable team of 14 highly specialized investment professionals develops customized value added solutions and implements them in our clients’ portfolios.

CONSULTING PHILOSOPHY

The fundamental objective of our consulting services is to generate sustainable added value (“alpha”) for our institutional clients. This additional alpha enables them to achieve or exceed their return targets even in times of low interest rates. The quality, experience and passion of our consulting team as well as our absolute independence provide the basis for success.

We see a strong partnership with our clients as the foundation for our business. Our consulting services are not standardized, rather fully tailored to a client’s individual needs. We guarantee our clients full transparency by providing thorough project documentation. The remuneration for our manager selection service is directly linked to the alpha generated for our client, thus emphasizing our conviction to add measurable value.

  • COMPANY
  • ASSET ALLOCATION
  • MANAGER SELECTION
  • MANAGER DATABASE

FLORIAN HERTLEIN

Partner

Florian is a managing director and partner at alpha portfolio advisors GmbH. He is specialized on manager selection. Florian joined the company in 2006.

Florian studied business administration at Anspach University of Applied Sciences with concentration in finance, banking and investment management. Concurrent to his studies, he worked at the RaiffeisenVolksbank eG Gewerbebank Ansbach and completed a vocational training in banking.

Florian is the author of several articles on the subject of absolute return and manager selection that have been published in various specialist handbooks and journals.

hertlein@alphaport.de

MICHAEL BILLMANN

Partner

Michael is a managing director and partner at alpha portfolio advisors GmbH. Michael’s primary focus is manager selection. He joined the company in 2005.

Michael studied business administration with a concentration in finance at the University of Münster. He is the author of several articles on the subject of absolute return and manager selection that have been published in various specialist handbooks and journals.

billmann@alphaport.de

DR. JOCHEN KLEEBERG

Partner

Jochen is a managing director of alpha portfolio advisors GmbH overseeing it’s asset allocation and manager selection services. Before founding alpha portfolio advisors in 1998, Jochen managed the German branch of the consulting firm Barra International where he began his career in 1991. In 1994 he earned a doctorate at the University of Münster under Prof. Dr. Manfred Steiner with a doctoral thesis entitled “The Investment Success of the Minimum Variance Portfolio.” His thesis was awarded first prize for academic excellence conferred by the Deutsches Aktieninstitut (German Equities Institute).

Jochen is the co-editor of the handbooks entitled “Hedge Funds”, “Asset Allocation,” “Portfolio Management” and “Spezialfonds” as well as the author of numerous articles on the subject of asset management.

kleeberg@alphaport.de

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