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.