The core activity of alpha-optimum is strategic consulting in asset management, particularly in the areas of: leading investment committees, developing advisory processes, developing investment products, and integrating sustainability into the investment process. The company supports decision-making bodies and institutions in the implementation and monitoring of asset investments and helps develop successful investment solutions.
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Industry:Management ConsultingFinancial Services
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Chairing investment committees for pension funds and foundations, with support in implementation and monitoring of asset allocation, as well as clear responsibilities and communication.
Process development
Development of advisory processes for wealth management, aligned with clients’ goals and needs, including Goal-based investing, Mental Accounting and Prospect Theory.
Product development
Development of investment solutions and investment products, critically reviewed by external experts, focusing on successful implementation and manageable costs.
Sustainability integration
Integrating sustainability into the investment process, taking into account environmental, social and governance aspects, and implementing it through responsible investing.
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