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:

  1. Continually monitor and assess the track record of asset managers across the wide range of investment classes.
  2. Identify those portfolio management processes that have built the most attractive historical performance over the long-term.
  3. Of that group, determine which investment teams best reflect a high strategic consistency and low turnover of personnel.
  4. From that select segment, evaluate which firms demonstrate the most exceptional efforts in serving demanding investors.