INSTITUTIONAL

Independent investment work for decisions that deserve a closer look.

Alphinox works with institutional clients on portfolio allocation, company and market research, and selected investment questions where an external analytical perspective can add value.

The starting point is the decision to be made — not a predefined Alphinox product.

Portfolio and asset allocation

Look at the portfolio as a whole.

We assess how capital is allocated across asset classes, markets and sources of risk, and whether that structure remains consistent with the investor’s objectives and constraints.

The work can include:

strategic asset allocation;
portfolio structure and concentration;
risk exposures;
scenario analysis;
assessment of proposed portfolio changes.

The purpose is not to produce another model portfolio. It is to make the trade-offs in the existing portfolio easier to see and evaluate.

Company and market research

Go deeper where the decision requires it.

Our research team analyses companies, industries and markets using both quantitative evidence and fundamental business analysis.

Assignments can focus on a specific company, sector, market development or investment theme depending on the question being considered.

The output is designed to support an investment decision — not simply describe the market.

Explore our Research & Insights

Bespoke analysis

Specific questions rarely fit a template.

An institution may need to evaluate an unfamiliar market, test an investment assumption, understand a change in portfolio risk or obtain an independent view before making a larger allocation decision.

In those cases, we define the research question and scope together before the work begins.

The assignment starts with the question that needs answering.

How an engagement begins

Define the question

We first establish the investment decision, portfolio issue or research question that needs to be addressed.

Agree the scope

The relevant analysis, information requirements and expected output are defined before the assignment begins.

Deliver a usable conclusion

The objective is to provide analysis that can be used in an investment discussion or decision — with the underlying reasoning made clear.

Bring us the investment question.

If an allocation, company, market or portfolio decision deserves a deeper independent view, speak with our team.