The Right Choice for Building Superior Portfolios

The end of the last millenium prompted many institutional and private investors to search for new investment strategies to generate good performances and simultaneously reduce their portfolios´ sensitivity to market risks. However, most investors lack the specific expertise to effectively select, invest in and monitor such investments. Asset Allocation Alpha was founded to provide global and independent services in unearthing, screening and monitoring superior asset manager worldwide, as well as constructing efficient portfolios.

Asset Allocation Alpha has specialized in setting up customized portfolios for institutional investors (banks, insurance companies, pension funds, asset managers) catering to their own or their respective clients´ needs. Based on jointly defined investment guidelines as well as return, risk and correlation objectives individual portfolios are set up. Through select financial institutions all clients´ needs in regard of structuring the investments – from guaranteed notes to derivates – are satisfied.

Some members of Asset Allocation Alpha have an experience of more than 20 years in the international financial markets. During these years a broad network of valuable relationships with outstanding talent all over the world has been created. The network now reaches the furthest corners of the globe. Nevertheless the centre of all our activities is Austria – the heart of continental Europe. This gives us an unparalleled advantage in finding perfect investment opportunities all over this continent.

Asset Allocation Alpha's aim is to offer a highly qualified team with long experience in different fields of economics, asset management, risk management, organisation and information technology. The persons working for respectively with Asset Allocation Alpha range from macro and micro economists to risk and asset managers, as well as experts in organisational management. A high degree in interaction between theoretical research and down to earth execution has been achieved.