Our Research Process
To assure our clients that the investments we recommend are sound and secure, Finalpha employs a multifaceted research process based on the following steps:
- Tracking: Continually monitor and assess the track record of asset managers across a wide range of investment classes.
- History: Identify investors and portfolio management processes that have built the most attractive historical performance. Long-term success is paramount to our decisions.
- Division: Of that group, determine which investment teams best reflect a high level of consistency and low turnover of personnel.
- Selection: From that narrow segment, evaluate which firms demonstrate the most exceptional services in line with investor initiatives.