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:
Current Searches
Emerging Markets Debt Hard Currency
Volume initial investment:
65 m. EUR
Deadline:
Monday, November 11th 2024 (COB)
Euro Corporate Bonds IG
Volume initial investment:
75 m. EUR
Deadline:
Thursday, July 11th 2024 (COB)
Emerging Markets Equities
Volume initial investment:
100 m. EUR
Deadline:
Friday, July 5th 2024 (COB)
Global Small & Mid Cap Equities
Volume initial investment:
200 m. EUR
Deadline:
Friday, July 5th 2024 (COB)
European Small & Mid Cap Equities
Volume initial investment:
100 m. EUR
Deadline:
Friday, July 5th 2024 (COB)
Euro High Yield
Volume initial investment:
120 m. EUR
Deadline:
Wednesday, May 22nd 2024 (COB)
US High Yield
Volume initial investment:
80 m. EUR
Deadline:
Friday, May 10th 2024 (COB)
Emerging Markets Debt Hard Currency Blend
Volume initial investment:
100 m. EUR
Deadline:
Monday, February 5th 2024 (COB)
Emerging & Frontier Markets Local Currency
Volume initial investment:
100 m. EUR
Deadline:
Monday, February 5th 2024 (COB)
US Small Cap Equities
Volume initial investment:
40 m. EUR
Deadline:
Wednesday, January 17th 2024 (COB)
Euro Corporate Bonds IG
Volume initial investment:
75 m. EUR
Deadline:
Wednesday, January 17th 2024 (COB)
US Corporate Bonds IG
Volume initial investment:
75 m. EUR
Deadline:
Tuesday, January 16th 2024 (COB)
Global Equities
Volume initial investment:
50 m. EUR
Deadline:
Tuesday, January 16th 2024 (COB)
Multi-Strategy Fund of Hedge Funds
Volume initial investment:
50 m. EUR
Deadline:
Friday, September 15th 2023 (COB)
Japanese Equities
Volume initial investment:
150 - 200 m. EUR
Deadline:
Monday, September 18th 2023 (COB)
US High Yield
Volume initial investment:
40 m. EUR
Deadline:
Friday, August 11th 2023 (COB)
Money Market Funds (Short Term)
Volume initial investment:
4300 m. EUR / 4.3 bn. EUR
Deadline:
Friday, August 4th 2023 (COB)
US Corporate Bonds Investment Grade
Volume initial investment:
100-150 m. EUR
Deadline:
Wednesday, July 26th 2023 (COB)
Global (US) High Yield
Volume initial investment:
65 m. EUR
Deadline:
Wednesday, July 26th 2023 (COB)
Global Balanced
Volume initial investment:
100 m. EUR
Deadline:
Monday, March 20th, 2023 (COB)
Global Corporate Bonds Investment Grade
Volume initial investment:
263 m. EUR
Deadline:
Friday, March 3rd, 2023 (COB)
Asia Pacific - ex Japan ex China - Small Cap Equities
Volume initial investment:
40 m. EUR
Deadline:
Friday, March 3rd, 2023 (COB)
Euro Corporate Bonds Investment Grade
Volume initial investment:
175 m. EUR
Deadline:
Wednesday, March 1st, 2023 (COB)
Euro Sovereign Bonds
Volume initial investment:
70 m. EUR
Deadline:
Thursday, March 2nd, 2023 (COB)
Frontier Markets Local Debt
Volume initial investment:
70 m. CHF
Deadline:
Friday, December 16th, 2022 (COB)
Swiss Small & Mid Cap Equities
Volume initial investment:
27.5 m. EUR
Deadline:
Friday, December 2nd, 2022 (COB)
Emerging Markets Small Cap Equities
Volume initial investment:
35 m. EUR
Deadline:
Thursday, November 24th, 2022 (COB)
Asian Hard Currency Bonds
Volume initial investment:
34 m. EUR
Deadline:
Friday, November 18th, 2022 (COB)
Emerging Markets Hard Currency Debt
Volume initial investment:
125 m. EUR
Deadline:
Friday, November 18th, 2022 (COB)
Global Equities incl. EM
Volume initial investment:
104 m. EUR
Deadline:
Wednesday, November 16th, 2022 (COB)
European Equities
Volume initial investment:
156 m. EUR
Deadline:
Monday, November 14th, 2022 (COB)
Global Small Cap Equities
Volume initial investment:
150 m. EUR
Deadline:
Friday, October 7th, 2022 (COB)
Japan Small Cap Equities
Volume initial investment:
30 m. EUR
Deadline:
Tuesday, August 23rd, 2022 (COB)
Global Equities
Volume initial investment:
150 m. EUR
Deadline:
Tuesday, August 2nd, 2022 (COB)
USA Value Equities
Volume initial investment:
15-20 m. USD
Deadline:
Tuesday, June 14th, 2022 (COB)
Global Equities with ESG Focus
Volume initial investment:
150 m. EUR
Deadline:
Wednesday, June 1st, 2022 (COB)
Nordic Small Cap Equities
Volume initial investment:
30 m. EUR
Deadline:
Wednesday, March 30th, 2022 (COB)
Global Small & Mid Cap Equities
Volume initial investment:
30 m. CHF
Deadline:
Tuesday, March 1st, 2022 (COB)
US Small Cap Equities
Volume initial investment:
>100 m. EUR
Deadline:
Tuesday, February 8th, 2022 (COB)
Global Equities
Volume initial investment:
56 Mio. EUR
Deadline:
Friday, January 21st, 2022 (COB)
Absolute Return
Volume initial investment:
15 Mio. EUR
Deadline:
Friday, January 21st, 2022 (COB)
US High Yield Short Duration
Volume initial investment:
30-50 Mio. EUR
Deadline:
Friday, January 14th, 2022 (COB)
Get to know us
25 years alpha portfolio advisors
What we stand for
Alpha
We carry the "alpha" in our name and aim to generate sustainable additional returns.
Specialization
By consistently specializing in manager selection and asset allocation, we offer our clients the highest possible added value.
Quality
We set the highest standards for the quality of our services and want to inspire our customers with excellent work results.
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.
Team
We select our employees very carefully and give them freedom and responsibility. This creates a high level of job satisfaction and motivation.
alphaport® Manager Selection
Active management can add significant value for institutional investors in many asset classes, particularly through alpha in a low yield and uncertain environment, but only by the best performing managers.
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
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.
