Alpha Beta Works provides risk management, skill evaluation, and predictive performance analytics. Developed by finance and technology veterans, our proprietary platform combines the latest advances in financial risk modeling, data processing, and statistical analysis. Our Risk Analytics are more robust than alternatives and our Skill Analytics are predictive .

Risk Analytics

Alpha Beta Works pinpoints risks missed by other offerings and delivers unique insights. Alpha Beta Works Risk Analytics were developed by investment professionals seeking usability and a deeper understanding of portfolio exposures.

Predictive Performance Analytics

Starting with robust, proprietary risk models, Alpha Beta Works adds layers of attribution and statistical analysis. Our Skill Analytics describe a multitude of specific skills that are strongly predictive of future returns for any fund, manager, or analyst with a sufficient sample of investment history.

The Alpha Beta Works Advantage

Our Risk and Performance Analytics provide unique insights:

• For portfolio managers, we identify overlooked exposures, hidden risk clusters, and crowded bets. Managers can focus on risks in areas where they have proven ability to generate excess returns and avoid undesired risks in areas where they do not.

• For fund allocators, we identify the skills, crowding, and hidden portfolio bets of individual funds and portfolios of funds. Allocators can identify differentiated and skilled managers that are deploying capital in areas of proven expertise – and more importantly, those that are not.

Background

As finance professionals, we spent the last decade focused on fundamental investment analysis and the study of great (and seemingly great) investment managers. We asked of ourselves:

• Where are the unintended risks in a portfolio?
• What is the chance that a manager possesses true investment skill and was not just lucky?
• Does investment skill persist and is past skill a predictor of future results?

There was no product, service, or technology that rigorously and consistently answered these questions. With decades of fundamental investment analysis, risk management, mathematics, and technology expertise, Alpha Beta Works professionals have developed risk and skill analytics to address these and related questions.

The information herein is not represented or warranted to be accurate, correct, complete or timely.

Past performance is no guarantee of future results.