Search Services
Our available services can all be traced back to our clients.
Our very first search was a request from our professional network to help a non-profit evaluate and select an investment consultant for their investment portfolio. Since then, we have grown into a leading provider of OCIO and investment consulting search services, representing more than $95 billion in assets in the marketplace on behalf of 75+ institutions. We don't offer any OCIO or investment consulting services to institutions - we focus purely on searches. We believe this focus drives a better result for our clients and avoids conflicts of interest.
Our very first search was a request from our professional network to help a non-profit evaluate and select an investment consultant for their investment portfolio. Since then, we have grown into a leading provider of OCIO and investment consulting search services, representing more than $95 billion in assets in the marketplace on behalf of 75+ institutions. We don't offer any OCIO or investment consulting services to institutions - we focus purely on searches. We believe this focus drives a better result for our clients and avoids conflicts of interest.
Time for a Search?
Whether you serve as an investment committee member, endowment or foundation director, plan sponsor, or board member, you know that an investment consultant or OCIO search is a crucial, but painful, process.
There are many reasons why even the best investment relationships benefit from periodic review and RFPs, including:
This is why best practices call for a regular competitive bid process. We make this process painless and efficient. |
Independence Matters
We are committed to sitting on the same side of the table as our clients 100% of the time.
Alpha Capital Management does not offer investment consulting or OCIO services to institutions. We only do searches. We believe that our independence combined with our experience in evaluating investment managers gives us a unique ability to assist investment committees in designing and executing an objective process to screen and select an investment consultant or OCIO. Turn Output into InsightHave you ever seen three firms in a row name the same competitive advantages? We have. OCIO searches and investment consultant searches necessarily involve hundreds and thousands of pages of materials, and many firms use similar language to position themselves. Our job as your search firm is to distill that material into key takeaways from each firm, helping you turn that output into insight.
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Select a Service to Learn More:
Governance and Education
We perform standalone governance and education projects for institutions. We also start all searches and evaluations with a governance review and committee assessment.
The most frequent governance request we get from investment committees is help understanding the outsourced Chief Investment Officer, or "OCIO", model. We offer a comprehensive workshop to educate your committee on the myriad investment service models available today (from fully non-discretionary to fully outsourced and everything in between). We can help you better understand this continuously evolving landscape and decide what solution is best for you.
Another popular governance service we offer is a periodic Committee assessment. This objective process allows your Investment or Finance Committee to reflect on its achievements, identify areas of improvement, reaffirm Committee member responsibilities, and formally review your investment program. We generally recommend that Committees perform an assessment every 2-3 years.
The most frequent governance request we get from investment committees is help understanding the outsourced Chief Investment Officer, or "OCIO", model. We offer a comprehensive workshop to educate your committee on the myriad investment service models available today (from fully non-discretionary to fully outsourced and everything in between). We can help you better understand this continuously evolving landscape and decide what solution is best for you.
Another popular governance service we offer is a periodic Committee assessment. This objective process allows your Investment or Finance Committee to reflect on its achievements, identify areas of improvement, reaffirm Committee member responsibilities, and formally review your investment program. We generally recommend that Committees perform an assessment every 2-3 years.
Consultant and OCIO Search
Interested in performing a search for a non-discretionary investment consultant, an OCIO, or something in between? Alpha Capital Management can help. We work closely with investment committees and boards to design and execute an objective process to screen and select an investment provider to provide research and analysis on the portfolios for the next several years.
We use the following process to guide investment committees and board of directors through the search and selection process:
We use the following process to guide investment committees and board of directors through the search and selection process:
Explore
Review investment program and governance structure.
Explore available investment service models, including OCIO. Select service model(s) for search. Develop evaluation criteria. |
Design & Deliver
Design an RFP to evaluate firms on customized evaluation criteria.
Qualify candidates from a national list of OCIOs and consultants. Deliver RFP to carefully selected candidates. |
Analyze & Evaluate
Analyze responses from RFP candidates across key dimensions based on customized criteria.
Evaluate candidates and select finalists using our proprietary analysis and scoring system along with discussions with the client. |
Select
Coordinate and run finals presentations with final candidates and the organization.
Recommend the top candidate for board approval. Select a new partner. |