AlphaFunds
Advanced Mutual Fund Risk Analysis Software Tool Suite for Investment Advisors and Money Managers
****The ONLY fund evaluator to feature up & down maket beta calculations****
Until now, multi-factor fund evaluation technology has been offered only by the world’s largest institutional investment advisors who serve the large pension plan sponsors, endowments and trusts. AlphaFunds now brings this advanced technology to RIAs and other investment professionals as a competitively priced suite of web-based mutual fund analysis tools. The new up & down market beta risk measure evalutates how a fund will perform in a future down market. Back-testing shows that a down-market beta is a powerful predictor of a fund's experience in future down markets.
AlphaFunds is designed for RIAs, money managers and other professional investment advisors, which allows them to rapidly, but rigorously:
• Evaluate and screen mutual funds
• Build and monitor portfolios of mutual funds
AlphaFunds measures mutual funds’ risk exposures and risk-adjusted returns (alpha) with high precision using advanced financial-economic methodologies based on the academic and industry-proven multi-factor approach developed by Eugene Fama and Kenneth French.
The multi-factor approach produces superior estimates of risk and risk-adjusted return compared to the single-factor and style-benchmarking techniques employed by the other fund evaluation tools on the market.
In addition to being powerful, AlphaFunds tools are designed to be intuitive and easy to use. Fund screening and selection as well as portfolio building and monitoring can be achieved by a first-time user with ease.
AlphaFunds maintains a database of over 14,000 mutual funds representing all asset classes and investment styles, allowing users to screen against virtually every mutual fund on the market.
Heretofore, multi-factor fund evaluation technology has been accessible only to the world’s largest institutional investors. AlphaFunds now brings this technology to RIA’s and other investment professionals in an intuitive, turnkey, web-based package.
Multi-Factor Analysis
Based upon modern financial economics, AlphaFunds uses the advanced multi-factor Fama-French methodology to measure funds’ exposures to the risk factors in stock and bond markets and their alphas.
Mutual Fund Screening Tool
AlphaFunds’ Fund Screener tool allows users to screen fundsbased on:
- Fund characteristics, such as;
- Asset class
- Investment category
- Sub-category
- Assets under management
- Manager tenure
- Turnover
- And more...
- Risk and performance variables, including:
- Risk exposure
- Alpha
- Alpha peer group rank
- Up & down market betas
Mutual Fund Scoring
AlphaFunds scores each fund based upon the fund’s alpha, or risk-adjusted return. A fund’s score combines:
Ranks are computed within a fund’s style peer group. To receive a high score, a fund must consistently deliver high alphas.
Portfolio Monitoring
AlphaFunds portfolio monitoring tool tracks the scores and investments styles of the funds in user-built portfolios. Any significant changes in scores or style are easily detected using the color-coded scores and style maps.
AlphaFunds Features and Benefits
• Turnkey, web-based software tool suite
• Value Line fund data included in the subscription price
• No software to download or install on your computer
• Software is hosted remotely on our servers in a secure facility
• Complete privacy assured
• Browser based—supports all popular browsers
• Access from anywhere, at anytime; office, home or on the road
• Annual subscription fee per user—at a highly competitive rate
• Multiple user subscriptions available with volume discounts
• FREE consultation
• FREE 30 Day Trial
NEW - Up & Down Market Beta
Subscribe NOW!
For more information on AlphaFunds please refer to the "Resource Materials" listed on this page.