MULTI-MANAGEMENT

In this space, New Alpha identifies and selects on behalf of its clients investment funds with innovative characteristics or which offer diversification potential.

 

The New Alpha Experience

With more than 15 years of experience, New Alpha Asset Management, a European entrepreneurial investment management company, has a globally recognized expertise in multi-management.

Free from the traditional constraints of asset size and performance history, New Alpha’s approach focuses on investment funds whose performance potential and risk management seem attractive in their investment context.

New Alpha Asset Management offers a complete range of services in the space of multi-management: design and management of dedicated or commingled funds of funds, advisory on construction and allocation, performance and risk monitoring.

 

New Alpha’s “multi-management” approach

Multi-management aims to identify and select investment funds managed by specialized managers in order to assemble them into portfolios that meet the objectives and constraints of different categories of investors: insurance companies, pension funds, corporations, private banks, family offices etc…

 

Proposed services

New Alpha offers a wide range of multi-management services in traditional management (listed equities) and in alternative investments (private debt, hedge funds and liquid alternative UCITS funds…):

  • Dedicated funds of funds
  • Funds of funds (commingled portfolio management)
  • Discretionary investment management
  • Investment advisory

 

The ESG approach applied to multi-manager investing

In addition to a quantitative expertise recognized for its exhaustiveness and accuracy, New Alpha rigorously applies an original extra-financial approach to fund selection and portfolio management.

New Alpha applies this expertise in the following areas:

Public Equity

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Absolute Return

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Private Debt

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The services offered by New Alpha in multi-management are:

  • Dedicated fund of funds

    New Alpha has a recognized know-how in structuring and managing dedicated multi-manager funds that best meet the specific objectives and constraints of each investor, in terms of performance objectives, risks but also extra-financial characteristics: ESG criteria, SRI-labelled funds, 'Tibi' qualified funds...

  • Investment management mandates

    New Alpha clients have the option of outsourcing their investment decisions through discretionary management mandates. This allows New Alpha to develop investment strategies to meet its clients' objectives while respecting the agreed upon investment guidelines and objectives.

  • Investment advisory

    As a portfolio management company, New Alpha has capabilities that it can offer to its clients for specific services such as fund selection, portfolio construction and risk monitoring.

  • Due diligence services

    As part of its investment management activity, New Alpha carries out in-depth audit reports. These due diligence reports cover both the investment and operational aspects of the analyzed funds. On request, New Alpha's analysts can produce customized audit reports.

  • 15 years

    of average experience in the sector

  • 800+

    funds analyzed each year

  • $3.3 billion

    in multi-management as of end December 2023

According to the investment rules specific to each mandate or program, New Alpha considers extra-financial criteria for the selection of external investment managers and funds.

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