Alfinas Investment Selection, F1 Race

INVESTMENT SELECTION

THE HIGHEST SELECTION CRITERIA FOR YOUR BENEFIT

Alfinas Advisers' approach to manager research is a thorough risk-based process and grounded in the leading international industry practices and guidelines. We have built up an extensive investment research capability, which allows us to monitor emerging industry trends, keep abreast of investment managers' news and continuously assess the competitive landscape.

Our manager selection, monitoring and retention service is a resource for you to discover, understand and engage with different investment structures, investment solution providers and acquire relevant knowledge resources in related asset classes.

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External fund managers are evaluated, selected, and onboarded on the investment platform upon a multi-phase process based on qualitative and quantitative analysis.

We screen a broad universe of investment options available to identify the funds and managers best suited to meet the mandates' requirements.

Our open-architecture platform approach allows us to avoid potential conflicts of interest, providing clients with extremely valuable information and insights, including analysis of current and past performance attribution and key portfolio metrics...

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ALFINAS LEADS ALL ASPECTS OF THE ONBOARDING PROCESS

INVESTMENT MANDATE

SELECTION AND ONBOARDING PROCESS FOR NEW MANAGERS 

PROCESS AND UNIVERSE

A CUSTOM FRAMEWORK FOR CONFIDENT DECISION MAKING

INVESTMENT SELECTION PLATFORM

MANAGER ONBOARDING SERVICES:

The manager research program is broken down into the following autonomous service modules :

 

Module 1:  Sourcing  - Longlist of managers
Module 2:  Screening - Shortlist of managers
Module 3: Selection - Buylist of managers

Module 4:  Manager Appointment
Module 5:  Manager Monitoring   

Module 6:  Manager  Retention orTerminaion


RANGE OF INVESTMENT STRATEGIES:

  • Traditional Equity and Fixed-Income

  • Hybrid Investment Strategies 

  • Emerging and Minority Managed Funds

  • MRI, SRI, and ESG  Investment Strategies

  • Faith-based Investment Strategies

  • Absolute Return Strategies

  • Alternative Investments Strategies

  • Structured Credit and Finance

  • Structured Products / Derivatives Strategies

We deliver truly objective advice with an open architecture environment that allows us to identify the best investment options based on our cornerstone philosophy of quality and asset allocation.  
 

COST-EFFICIENT PROCESS. 
Our manager selection service is designed to improve efficiency, optimize performance and minimize costs. As we see it, tendering at suitable intervals increases the probability of attaining desired return at a reasonable cost.

TWO-WAY COMMUNICATION. 
We work in close cooperation with each investor throughout the entire tendering process, or at specific stages. An assignment drawn up together with the investor may include, for instance, an investment policy creation, invitation for tenders, tender analysis and/or quantitative manager analysis. 

PERSONALIZED SELECTION
We implement a multi-phase evaluation process based on qualitative and quantitative research and forensic analytics. Our clients benefit from a professional approach and individual advice for each module separately.

 

MONITORING AND REVIEW.
Aim to support your discovery, understanding, and engagement of the various solution providers and relevant knowledge resources. T
he entire tendering process, manager selection criteria, and final decisions are thoroughly documented. Afterwards, the documentation serves for the evaluation of previous decisions.

 

WHAT MAKES US DIFFERENT?

TECHNOLOGY

With a world of funds and strategies out there, we use innovative techniques that draw on our own technologies to find the managers you want – and screen out the ones you don’t.

INNOVATION

We issue regular progress reports to keep our clients updated on our findings, including the early identification and ongoing tracking of all significant issues.

MONITORING

DIVERSITY &
EMERGING TALENTS

As part of our ESG scoreboard,  we expand the manager search universe to diverse and emerging managers that is a fully integrated part of our unique manager search process.  We have developed a first-of-its-kind selection platform that focuses on emerging managers, minority and diverse-, women-, and disabled-owned (DWDO) investment management firms.

Our investment selection platform provides access to various niches, underserved markets, and managers. Raising awareness to minority and diversity managers in our search process is part of our commitment to social responsibility.

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REQUEST
FURTHER INFORMATION

We welcome the opportunity to provide more information about our services and solutions.

Investing involves risks to your capital and returns are not guaranteed. Investing should be done only as part of a diversified portfolio. The value of the tax reliefs referred to on this website will depend on personal circumstances. Past performance is not a reliable indicator of future performance. Tifosy is not permitted to advise you in relation to any investment and you are recommended to seek independent financial advice when considering any investment.

DISCLAIMER

EUROPAALLEE 41

8021 ZURICH 

MAIL: INFO@ALFINAS.COM

TEL: +41 43 499 65 57

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© 2022 BY ALFINAS  CONSULTING LTD ALL RIGHTS RESERVED.