The advisory mandate
Every element of a traditional consulting mandate — led at senior level and supported by modern analytics. No juniorised delivery, no layered sub-contracting, no product agenda.
On an advisory mandate, Alpha never recommends or allocates the fund to its own or a related party’s product, and the fund is the only party paying for the advice. So strategy, manager selection and implementation answer to one thing — your members’ outcome.
Investment Policy Statement design and annual review.
Long-term allocation and life-stage modelling.
Research, due diligence, monitoring, termination and fee negotiation.
Quarterly performance, attribution and risk reporting to the board.
Continuous compliance monitoring and governance support.
Private equity, infrastructure and private-credit due diligence.
Liquidity, withdrawal-behaviour and cash-flow planning.
ESG integration and transformation assessment and reporting.
Structured training that helps trustees interrogate proposals.
One fixed annual fee covers the full mandate. It is not asset-based, so our fee doesn’t rise just because markets do.
There are no hourly extras and no product-linked income on an advisory mandate. The fixed fee is our only reward for the advice.