We are convinced that achieving value added for institutional investors through active management is possible in almost all relevant asset classes. In particular in the current environment of low interest rates and uncertain risk premiums, „alpha“ can make a valuable contribution to the sustainable achievement of an investor’s objectives. Nevertheless, only the most capable among active managers can reliably deliver a consistent outperformance after costs. Therefore, a sophisticated manager selection process is indispensable.
With our systematic and proven selection process we have been identifying the best asset management companies for the actively managed mandates of our clients since 1998. Our selection process is based on the most recent research findings and is grounded in our experience from more than 300 selected mandates. We apply a scoring methodology which takes quantitative as well as qualitative criteria into account.
Our selection process starts with a clearly defined profile of the mandate, which we develop in close collaboration with our clients according to their individual needs. Based on this profile, we then screen our web-based alphaport®-database to gain a comprehensive market overview and subsequently form a long list of candidates, which we then narrow down to the final beauty contest candidates.
An experienced and motivated team of consultants supports our clients. Our mission is based on the philosophy that the success of our clients is the measure of our own success!