Investment Services
Institutional Investment Capabilities, On Demand
A modular menu of investment services designed to complement your existing expertise. Take what you need, from research and model portfolios to a full fractional CIO.
Overview
A Menu of Investment Services
Alpha IO's investment services are modular by design. Not every adviser needs the same level of support. Some bring their own investment process and simply need infrastructure. Others want access to institutional research, model portfolios, and a full investment committee.
The services described here can be agreed as part of a personalised menu depending on your existing capabilities, your client base, and the level of investment involvement you want to maintain.
Research & Communications
Institutional Research and Client Communications
Staying on top of markets, communicating clearly with clients during volatile periods, and accessing high-quality research sources are essential for credibility. Alpha IO provides all of this as part of the investment services menu.
- Weekly market commentary, written in client-friendly, jargon-light language
- Quarterly portfolio commentary with performance context
- Emergency client communications during periods of market volatility
- Access to institutional research sources
Research Sources
Asset Allocation
Tactical and Strategic Asset Allocation
Tactical Asset Allocation
Top-down, macro-driven allocation with a 3 to 12 month horizon. Adjusts portfolio positioning based on economic cycle analysis, market valuations, and geopolitical developments.
- Macro-driven, forward-looking approach
- 3 to 12 month investment horizon
- Regular rebalancing based on market conditions
Strategic Asset Allocation
Customised benchmarks built using mean-variance optimisation, tailored to client risk profiles and long-term objectives. The foundation for a disciplined, evidence-based investment approach.
- Customised benchmarks per risk profile
- Mean-variance optimisation methodology
- Long-term, evidence-based framework
Model Portfolios
Institutional Model Portfolios
Two distinct portfolio ranges designed for different client segments, both built with institutional rigour.
Basic MPS
For portfolios below £250KA cost-efficient model portfolio service using low-cost ETFs, designed for clients with smaller portfolios who still deserve institutional-quality management.
MPS+
For portfolios above £250KAn enhanced model portfolio service with greater emphasis on tactical asset allocation, broader diversification, and active positioning. Built for HNW clients who expect more.
Specialist Services
Custom Research and Risk Management
Custom Research
Access to alternatives, structured products, private markets, derivatives, and thematic ETFs. Bespoke research for clients with complex or non-standard requirements.
Risk Management
Four levels of risk analysis with monthly checks, pre and post-trade assessment. Tools include FinaMetrica, Bloomberg MAC3, and Portfolio 360.
Fractional CIO
Access to Chief Investment Officer expertise and investment committee membership without the cost of a full-time hire. Governance, process oversight, and due diligence.
Investment Governance
Full investment process assessment, governance framework development, and ongoing due diligence to ensure your investment approach meets institutional standards.