Our Research Process
To assure our clients that the investments we recommend are of premier quality, Finalpha employs a stringent research process based on the following steps:
- Continually monitor and assess the track record of asset managers across the wide range of investment classes.
- Identify those portfolio management processes that have built the most attractive historical performance over the long-term.
- Of that group, determine which investment teams best reflect a high strategic consistency and low turnover of personnel.
- From that select segment, evaluate which firms demonstrate the most exceptional efforts in serving demanding investors.