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OUR INVESTMENT ECO-SYSTEM

PRODUCT OFFERING

  • We only incorporate best-in-class investments into our investment eco-system.
     

  • We insist on top-tier investment talent as well as on sustainable and scalable strategies.
     

  • We tend to favor investments with well established track records across a full investment cycle.
     

  • We continuously analyze and monitor our entire investment offering making adjustments where needed.
     

  • Funds and managers are continuously monitored and can be removed from our ecosystem for a number of reasons.
    Reasons for elimination may include:
     

    • Underperformance of the manager vs. peers or expectations.

    • An increase in volatility of a manager's returns.

    • An unwanted change or drift in strategy.

    • A change in management. 

Product Offering

COMPREHENSIVE MENU

ACROSS ASSET CLASSES

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PRODUCT PALETTE

 

  • Our investment eco-system contains over 120 investment vehicles.
     

  • We aim to include superior products in as many areas as possible in order to cater to clients’ ever-evolving risk/reward profiles.
     

  • AlphaTrend strives to keep identifying superior investment opportunities across asset classes and strategies.
     

  • We endeavor to stay in tune with the alternatives marketplace by attending industry conferences and events.
     

  • We constantly monitor all of the strategies in our eco-system in order to identify any material changes / developments.
     

  • AlphaTrend makes a concerted effort to monitor and track the emerging manager space in order to identify attractive future investments.
     

  • AlphaTrend regularly shares economic and financial reports and articles with clients. 
     

  • AlphaTrend provides clients with a monthly investment letter summarizing the firm’s economic and market views.
     

  • AlphaTrend provides clients with a monthly update (in tear sheet format) on each investment in the client’s portfolio.

FINANCIAL ASSESSMENT SERVICE

  • In addition to its traditional investment advisory services, AlphaTrend offers a financial assessment service.
     

  • The financial assessment service is designed to provide clients with a detailed and comprehensive year-on-year analytical report of their financial position.
     

In that vein, AlphaTrend undertakes five core steps:
 

  • Sign a comprehensive two-way confidentiality agreement with the client.

  • Gather all of the relevant financial information needed for the assessment.

  • Input all of the information into our financial assessment model.

  • Write up the observations and recommendations associated with the assessment.

  • Share the assessment with the client and walk through its findings.

Please contact a member of our team for more details.

Comprehensive Menu Across Asset Classes
Financial Assessment Service
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