Asset Management
Benefit from a team of experienced and highly skilled investment managers which are following a sophisticated approach towards enhanced portfolio construction and institutional grade investment processes.
Holistic investment solutions
Structured investment committee and investment processes
Strong sustainable and alternative investment offering
A monthly Investment Committee consisting of all Alpina portfolio managers plays a vital role in the organization. The committee underpins the positioning and therefore improves quality and efficiency of the decision-making process.
Alternative Investments
Alternative investments are an integral part of our portfolio construction. The Alpina Capital alternative investment offering allows to blend a client’s portfolio with high performing and low correlating strategies and therefore improves diversification benefits and the risk/return profile.
Flagship strategies are:
Insurance Linked Securities (ILS) / Cat Bond funds
Gold Miners / Gold Equity fund
Quantitative investment strategy
Sustainability
Alpina Capital shares the strong belief, that sustainability investments are one of the key elements of next generation investment management. There is much potential in sustainability projects both for the environment as well as from an economic perspective.
As forward looking investment manager, Alpina Capital provides access to unique sustainability opportunities and plans to substantially develop the offering going forward.
Renewable Energy Investments
Sustainable Equity & Fixed Income offering
Sustainability Indices
ESG
Manager Selection
Alpina’s manager selection investment approach is the backbone of the company and has an excellent reputation for hatching the most promising eggs. The fund of funds provide high risk-adjusted returns.
Managing a wide range of Multi Asset Fund of Funds
Providing a strong track record
Highly experienced team
We are following a structured five stage investment process when it comes to the selection of managers. The focus is on the detailed qualitative and quantitative selection steps.
The quantitative selection step consists of three stages:
· Detailed performance analysis
· Risk / Valuation
· Style Analysis
Same with the qualitative step, which is also defined in three stages:
· Management Philosophy
· Institutional Strength
· Internal Control
Model Portfolio Direct Clients / Family Office
The Alpina model portfolio is an all-weather allocation which actively adjusts the level of equities, fixed income and alternatives with the goal to achieve the most attractive risk/return profile. By following sophisticated methodologies, we strive to outperform when global capital markets perform negative as well as when markets are stronger (positive elasticity).
Our model portfolio currently consists of 5-10 high quality single stocks, 10-15 best in class manager selection and 0-5 ETF’s.
Indicative portfolio construction:
