Performance Monitoring & Analytics
Alpha provides continuous performance monitoring. Our client service model is to meet with our clients regularly to discuss main topics including:
- Market environment
- Risk characteristics of funds, as well as the risk-adjusted returns
- Confirm the portfolio is in compliance with the Investment Policy Statement
- Compare investment managers' performance with investment objectives and benchmarks, and other managers
- Clarify action items
Our reports are customizable. Examples of reports available to clients include internal monthly performance reports and formal quarterly reports.