The Alpha Difference
We are the leading provider of OCIO and investment consulting search services, representing more than $110 billion in assets in the marketplace on behalf of 100+ institutions. Our hands-on search experience combined with our investment credentials give us the skill-set to assess investment approaches through multiple lenses.
Our principals, Brad and Anna, are recognized thought leaders in the industry, focused on improving transparency for our clients and providing a better experience for fiduciaries. We are frequent contributors to industry news and publish thought leadership. We actively participate in industry initiatives such as the CFA Society’s Working Group for GIPS Standards for OCIOs, and we serve on Boards and Investment Committees of non-profits. We also developed the industry's only OCIO indices in partnership with Nasdaq.
Our principals, Brad and Anna, are recognized thought leaders in the industry, focused on improving transparency for our clients and providing a better experience for fiduciaries. We are frequent contributors to industry news and publish thought leadership. We actively participate in industry initiatives such as the CFA Society’s Working Group for GIPS Standards for OCIOs, and we serve on Boards and Investment Committees of non-profits. We also developed the industry's only OCIO indices in partnership with Nasdaq.
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 ("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 and leverage our innovative OCIO Analytics platform for these.
The most frequent governance request we get from investment committees is help understanding the outsourced Chief Investment Officer ("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 and leverage our innovative OCIO Analytics platform for these.
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. |