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alfinas

ADVISORY SERVICES

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Alfinas Alternative Investment Advisory Services (“Alfinas Advisers”) is an independent OCIO (“Outsourced Chief Investment Officer”),  provider of customized investment portfolios and capability enhancement services for sophisticated investors since its beginnings in 2001.
 

With our industry expertise and unique network, for over two decades we have been providing quality advice, differentiated and cost-effective solutions that allow investors to precisely define their needs and to choose the structures and level of service that meet their specific needs.

 

Our investment platform is a single point of access to public and private market opportunities offered by world-class investment managers and specialized "off-radar"  investment boutiques focused on distinctive as well as niche strategies.and underserved markets.

 

Alfinas Advisers is women owned-and managed.

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TAILOR-MADE SOLUTIONS

WE'VE WORKED WITH

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TENDER OFFER ADVISORY

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Our procurement management services ensure that your tender offer is constructed effectively and that it gets to the right vendors for the services you need.

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  • Drafting Enhancement of new strategy for tender offer workflow: goals, priorities, requirements, and timeline.

  • Administration of content and manager data room,  of deadline and follow-up activity with reminders.

  • Evaluation of proposal and final selection. 

  • Negotiate, secure the best possible cost-efficient deals. 

  • Custom Reporting to respond to stakeholders' requests.

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Simplifies the RFP, RFI, and Discovery process workflow. 

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WHAT WE DO

alfinas

INVESTMENT SELECTION

Sourced to the right managers who reflect
higher values, priorities and not a generic standard.

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We screen and onboard a wide variety of managers using multi-dimensional tools (quantitative and qualitative). Our investment platform offers ready-to-invest funds, which allows you to enjoy a range of investment options, without being overwhelmed by the administrative tasks associated with each investment. Our characteristics:

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  • Independence, a specialist and dedicated manager research team that goes behind headline numbers

  • Don't overlook emerging talents

  • Coverage of all asset classes in alternatives investmenst, real-asseand niche investments

  • Customization of  search criterias 

  • Cost efficiency, benefice from economies of scale

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PORTFOLIO ADVISORY

Choose the Approach and the Intensity of our
Collaboration.

We offer a spectrum of investment services and related capabilities from traditional investment  advisory to partial delegation to OCIO.

                                                                       

Our services include:
 

  • Develop roadmap for risk-reducing policy and return-seeking asset allocation strategies

  • Tailored portfolio construction to align with investment policy

  • Specialization in ESG investing with carbon and impact concious investment options 

  • Strategies based on risk, time horizons, and organizational values to aling with SAA  and TAA

  • Periodic reviews and quarterly reporting to Board or Investment Committee to ensure all stakeholders are properly informed 

DUE DILIGENCE SERVICE

Depth. Clarity. Objectivity.

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Due diligence service for both buy-side and sell-side both public and private placement opportunities.

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Customised independent due diligence reports for fund investment funds, investment banking deals, M& As, Private Placements and SME's financing.

 

Wether you are a vendor, an entrepreneur,  investment advisor or investor  seeking due diligence and deep dive research on potential  investments , mergers, and  acquisitions  or an issuer or potential issuer interested in engaging in transactions, or have been approached by potential investors we offer the expertise and experience needed.

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