Other institutional investor searches
Alpha builds mandate-specific search and evaluation processes for institutional pools that do not fit a standard provider category or operating model.
Specialized mandate evidence
QUALIFICATION
Translate the pool’s legal structure, purpose, stakeholders, liquidity, portfolio complexity, geographic reach, restrictions, and governance capacity into minimum qualifications. The provider universe should follow those requirements rather than a generic market category.
OPERATING MODEL
Require the proposed team to map decision rights, implementation, custody, cash movement, valuation, reporting, data ownership, cybersecurity, audit support, escalation, and business-continuity responsibilities across Alpha, the institution, and third parties.
DECISION EVIDENCE
Evaluate the people, process, portfolio, performance context, risk, service, economics, conflicts, references, implementation, and contract terms using consistent definitions. Record material tradeoffs and any conditions that must be resolved before appointment.
Direct answer
Begin with the pool’s purpose, governance, stakeholders, obligations, liquidity, risk, portfolio complexity, internal resources, and definition of success—then compare providers against those requirements.
Mandate first
Labels can make a complex mandate appear standard when its governance, obligations, operating model, or portfolio needs are not.
Alpha structures the search around the institution, identifies a relevant provider universe, and creates a consistent basis for comparing capabilities, evidence, fees, conflicts, and fit.
Mandate-specific priorities
Translate the pool’s purpose, obligations, time horizon, liquidity, risk, return objectives, and stakeholder needs into the mandate.
Clarify board, committee, staff, consultant, and provider responsibilities so authority and accountability remain explicit.
Compare the assigned team, investment and implementation capabilities, service model, evidence, reporting, fees, conflicts, and culture.
A documented selection process
Document the pool’s purpose, stakeholders, governance, objectives, constraints, liquidity, and definition of success.
Identify OCIO and investment consultant firms whose capabilities fit the mandate rather than a generic category.
Compare people, process, portfolio construction, implementation, risk, performance, service, reporting, fees, and conflicts.
Support finalist diligence, negotiation, documentation, transition planning, and expectations for continuing oversight.
Common questions
The mandate should reflect the institution’s actual governance and investment needs—not a provider’s standard category or sales process.
This page is for institutional pools whose structure or operating model does not fit neatly into family office, endowment, pension, or healthcare categories. The process begins with the institution’s specific purpose and requirements.
No. Alpha can help fiduciaries evaluate which responsibilities to retain, advise upon, or delegate before determining the most appropriate provider model.
Alpha defines mandate-specific criteria, identifies qualified firms, gathers comparable evidence, conducts due diligence, normalizes fees, and supports a documented selection and negotiation process.
No. Alpha provides independent search and evaluation support and does not offer OCIO or investment consulting services, so it does not compete for the provider mandate.
A better selection process starts here
Alpha can help clarify the mandate, compare qualified providers, conduct due diligence, normalize fees, negotiate the relationship, and support a documented selection.
