01Governance and research standards
Responsibilities set in writing
AlphaSeek works for the institution, never for the manager or sponsor under review. We prepare research conclusions for the client under the agreed mandate, and the client makes every decision.
AlphaSeek is responsible for
- Drafting the program charter and mandate with your team
- Building a universe of opportunities specific to the mandate
- Screening strategy, people, operations, terms, and conflicts
- Writing research profiles and diligence findings
- Preparing committee materials and implementation plans
- Disclosing in writing any commercial relationship with a reviewed manager before delivering research
Your office retains
- All investment approvals and commitments
- Final manager and sponsor selection
- Legal and tax determinations
- Fiduciary and compliance decisions
- The engagement and direction of your other advisors
Research standards
Each review states plainly what we verified, what the manager represented, and what we concluded. Conflicts and unresolved questions are written down rather than settled quietly. Every opportunity in a mandate is measured against the same criteria, and every mandate carries a current pipeline, a governance record, and a follow-up schedule.
02Questions
Common questions from investment offices
- Who makes the investment decisions?
- Your investment office and its advisors retain every investment, legal, tax, fiduciary, and compliance decision. AlphaSeek prepares the research and the record that supports those decisions.
- Who is AlphaSeek’s client?
- The institutional client. AlphaSeek prepares research conclusions for the client under the agreed mandate, not for the manager or sponsor under review. AlphaSeek discloses in writing any commercial relationship with a reviewed manager before delivering its research.
03Engagement
Begin with a 90-day pilot on one mandate
In 90 days, AlphaSeek completes four deliverables on a single mandate. At the end, your team has seen the work and can decide whether to continue.
A senior member of the AlphaSeek research team replies to each institutional inquiry within two business days.