}
Welcome to alpha portfolio advisors -
the Investment Consulting Boutique

We advise institutional investors.

Independent. Specialized. Alpha driven.

Searching for investment excellence. Worldwide.

Independent. Specialized. Alpha driven.

Global market overview via alphaport® manager database.

Independent. Specialized. Alpha driven.

alphaport® Strategy:
Navigating through every market phase.

Scientifically sound. Practically proven.

We design your asset allocation.

Scientifically sound. Practically proven.
About the asset allocation
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Asset Allocation
Manager selection
About us

Investment Consulting Boutique

alpha portfolio advisors is an owner-managed consulting firm founded in 1998 and based in Kronberg im Taunus. We are an investment consultant specialized in advising institutional investors in Germany, Switzerland, Liechtenstein and Austria. The systematic selection of active asset managers and asset allocation are the two focal points of our consulting activities:

Foundation

1998

Specialized Investment Consulting

Manager selection in liquid asset classes and asset allocation

Global market overview via proprietary database

Clients

Institutional investors in German-speaking countries

Stability

Shareholders are the active managing directors

Current Searches

January 25, 2024

Emerging Markets Debt Hard Currency Blend

Volume initial investment:
100 m. EUR

Deadline:
Monday, February 5th 2024 (COB)

January 24, 2024

Emerging & Frontier Markets Local Currency

Volume initial investment:
100 m. EUR

Deadline:
Monday, February 5th 2024 (COB)

January 8, 2024

US Small Cap Equities

Volume initial investment:
40 m. EUR

Deadline:
Wednesday, January 17th 2024 (COB)

January 5, 2024

Euro Corporate Bonds IG

Volume initial investment:
75 m. EUR

Deadline:
Wednesday, January 17th 2024 (COB)

January 4, 2024

US Corporate Bonds IG

Volume initial investment:
75 m. EUR

Deadline:
Tuesday, January 16th 2024 (COB)

January 3, 2024

Global Equities

Volume initial investment:
50 m. EUR

Deadline:
Tuesday, January 16th 2024 (COB)

September 7, 2023

Multi-Strategy Fund of Hedge Funds

Volume initial investment:
50 m. EUR

Deadline:
Friday, September 15th 2023 (COB)

September 6, 2023

Japanese Equities

Volume initial investment:
150 - 200 m. EUR

Deadline:
Monday, September 18th 2023 (COB)

August 3, 2023

US High Yield

Volume initial investment:
40 m. EUR

Deadline:
Friday, August 11th 2023 (COB)

July 24, 2023

Money Market Funds (Short Term)

Volume initial investment:
4300 m. EUR / 4.3 bn. EUR

Deadline:
Friday, August 4th 2023 (COB)

July 18, 2023

US Corporate Bonds Investment Grade

Volume initial investment:
100-150 m. EUR

Deadline:
Wednesday, July 26th 2023 (COB)

July 18, 2023

Global (US) High Yield

Volume initial investment:
65 m. EUR

Deadline:
Wednesday, July 26th 2023 (COB)

March 10, 2023

Global Balanced

Volume initial investment:
100 m. EUR

Deadline:
Monday, March 20th, 2023 (COB)

February 24, 2023

Global Corporate Bonds Investment Grade

Volume initial investment:
263 m. EUR

Deadline:
Friday, March 3rd, 2023 (COB)

February 21, 2023

Asia Pacific - ex Japan ex China - Small Cap Equities

Volume initial investment:
40 m. EUR

Deadline:
Friday, March 3rd, 2023 (COB)

February 20, 2023

Euro Corporate Bonds Investment Grade

Volume initial investment:
175 m. EUR

Deadline:
Wednesday, March 1st, 2023 (COB)

February 15, 2023

Euro Sovereign Bonds

Volume initial investment:
70 m. EUR

Deadline:
Thursday, March 2nd, 2023 (COB)

December 9, 2022

Frontier Markets Local Debt

Volume initial investment:
70 m. CHF

Deadline:
Friday, December 16th, 2022 (COB)

November 25, 2022

Swiss Small & Mid Cap Equities

Volume initial investment:
27.5 m. EUR

Deadline:
Friday, December 2nd, 2022 (COB)

November 15, 2022

Emerging Markets Small Cap Equities

Volume initial investment:
35 m. EUR

Deadline:
Thursday, November 24th, 2022 (COB)

November 10, 2022

Asian Hard Currency Bonds

Volume initial investment:
34 m. EUR

Deadline:
Friday, November 18th, 2022 (COB)

November 9, 2022

Emerging Markets Hard Currency Debt

Volume initial investment:
125 m. EUR

Deadline:
Friday, November 18th, 2022 (COB)

November 8, 2022

Global Equities incl. EM

Volume initial investment:
104 m. EUR

Deadline:
Wednesday, November 16th, 2022 (COB)

November 7, 2022

European Equities

Volume initial investment:
156 m. EUR

Deadline:
Monday, November 14th, 2022 (COB)

September 23, 2022

Global Small Cap Equities

Volume initial investment:
150 m. EUR

Deadline:
Friday, October 7th, 2022 (COB)

August 15, 2022

Japan Small Cap Equities

Volume initial investment:
30 m. EUR

Deadline:
Tuesday, August 23rd, 2022 (COB)

July 25, 2022

Global Equities

Volume initial investment:
150 m. EUR

Deadline:
Tuesday, August 2nd, 2022 (COB)

June 3, 2022

USA Value Equities

Volume initial investment:
15-20 m. USD

Deadline:
Tuesday, June 14th, 2022 (COB)

May 23, 2022

Global Equities with ESG Focus

Volume initial investment:
150 m. EUR

Deadline:
Wednesday, June 1st, 2022 (COB)

March 21, 2022

Nordic Small Cap Equities

Volume initial investment:
30 m. EUR

Deadline:
Wednesday, March 30th, 2022 (COB)

February 18, 2022

Global Small & Mid Cap Equities

Volume initial investment:
30 m. CHF

Deadline:
Tuesday, March 1st, 2022 (COB)

February 1, 2022

US Small Cap Equities

Volume initial investment:
>100 m. EUR

Deadline:
Tuesday, February 8th, 2022 (COB)

January 13, 2022

Global Equities

Volume initial investment:
56 Mio. EUR

Deadline:
Friday, January 21st, 2022 (COB)

January 12, 2022

Absolute Return

Volume initial investment:
15 Mio. EUR

Deadline:
Friday, January 21st, 2022 (COB)

January 10, 2022

US High Yield Short Duration

Volume initial investment:
30-50 Mio. EUR

Deadline:
Friday, January 14th, 2022 (COB)

Load More
Our Mission

What we stand for

01

Alpha

We carry the "alpha" in our name and aim to generate sustainable additional returns.

02

Specialization

By consistently specializing in manager selection and asset allocation, we offer our clients the highest possible added value.

03

Quality

We set the highest standards for the quality of our services and want to inspire our customers with excellent work results.

04

Performance Incentives

We are measured by our consulting success and remunerated accordingly. This means that we have the same performance incentives as our clients and exclude conflicts of interest.

05

Team

We select our employees very carefully and give them freedom and responsibility. This creates a high level of job satisfaction and motivation.

"We always go the extra mile for our customers. The "Alpha" in our name is both a claim and an incentive for us."
Dr. Jochen Kleeberg
Founding Partner
Institutional clientele

Our Customer Segments

Our client base is broad and includes numerous leading institutional investors from Germany, Switzerland and Liechtenstein. Our client structure includes corporates (DAX, MDAX), insurance companies, pension funds, supplementary pension funds, single and multi family offices, church institutions, pension funds, foundations and banks.

Corporates (DAX, MDAX)
Church Institutions
Insurances
Pension Funds
Pension Schemes
Foundations
Supplementary Pension Funds
Single Family Offices
Multi Family Offices
Banks
alphaport Research

An excerpt from our data analysis

December 1, 2021

Manager selection - Predictive quality of Track Records

Read more
August 1, 2020

Market niches for active management

Read more
February 1, 2020

Active Management - Is Small always Beautiful?

Read more
Research

Recent publications

December 1, 2021

Manager selection - Predictive quality of Track Records

Read more
August 1, 2020

Market niches for active management

Read more
February 1, 2020

Active Management - Is Small always Beautiful?

Read more
News

We keep you up to date

April 15, 2024

Research Trip to Japan

Read more
January 19, 2024

China Onshore Bonds Due Diligence trip to Shanghai

Read more
December 18, 2023

Fund of Hedge Funds - Research Trip

Read more
Contact

Do you have any questions or would you like to make an appointment?

Please feel free to call or write us and we will get back to you in a timely manner.