Institutional investors require investment solutions in which return targets and risk requirements are optimally harmonised. alpha portfolio advisors provides you with a highly specialised team that combines sound scientific and mathematical knowledge with many years of practical experience in institutional asset management. Together with our clients, we create solutions both for the long-term orientation of capital investment (Strategic Asset Allocation) and for the risk-controlled management of asset allocation over time in order to further improve the return and risk profile over the market cycle. As part of this dynamic asset allocation, we have developed the alphaport® strategy, a rule-based mechanism that we have been successfully implementing in practice for more than 20 years. In addition, we have developed a variant of the alphaport® strategy with a fixed lower value limit for investors who are not allowed to exceed a predetermined risk budget.
Learn more about our asset allocation advisory modules:
Individuality: Customised solutions in strategic and dynamic asset allocation that harmonise return targets and risk requirements.
Innovation: We conduct intensive and focussed research on the key performance drivers of capital investment: strategy, dynamics and alpha - for optimal positioning in a changing market environment.
Transparency: We attach great importance to the transparency of the asset allocation solutions we recommend. In particular, this includes a comprehensive, empirically based presentation of the strengths and risks in different market phases.
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