Alpha Partner Detailed Information Form

Alpha Partner Information Form
Contact
Name*

First NameLast Name
Email*
example@example.com
Company Website*
Or LinkedIn etc.
Country*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
Office Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Strategy Overview
Strategy Description*
Benchmark
Approach*

DiscretionarySystematicOther
Directional*

Market-neutralLong-biasedOther
Asset Classes*

EquityCommodityFXFixed IncomeDigital AssetsOther
Markets*

USEuropeJapanNorth AsiaSouth East AsiaAustraliaSouth AmericaAfricaMiddle EastOther
Instruments*

Spot Trade ( Cash Equity / Indices / ETFs etc. )Futures ( Commodities / Indices etc. )CFDs ( FX / Stocks / Futures / Indices etc. )Depositary ReceiptListed OptionsTotal Return SwapOther
Base Currency*

USDEURJPYSGDOther
Company AUM ($) *
in USD
Strategy AUM ($)*
in USD
Minimum Investment ($) *
in USD
More Details
Strategy Capacity ($) *
in USD
Capacity Management
Strategy Track Record*

back testingpaper tradinglive trading < 6-monthslive trading between 6-months and 2-yearslive trading > 2-yearsOther
Verifiable Track Record*

YesNoOther
Strategy Inception Date

MonthDayYear
Date
Strategy Styles*

TrendValueCarryMomentumDefensiveAlternative DataMicrostructureQuantMacroMarket / Factor TimingRelative ValueVolatilityOther
Risk Factors*

GrowthInflationLiquidityVolatilityTail risksOther
Source of Alpha*
Market Environment*
Comparative Advantages
ESG Policy
Investment Team
Investment Team Description*
Lead Portfolio Manager(s)*
Full Name
Years of Investment Experience
Trading & Connectivity
Brokers*

CowenExclusive CapitalInteractive BrokersR.J.O'BrienSaxoOther
Trading Execution*

ManualDMA ( market / limit orders )AlgorithmsOther
Average Holding Period*
Trading Frequency*
Number of Orders per Trading Session
indicative range or average
Average Margin Usage*
Expected Leverage
Portfolio Turnover
Cash Holding (%)
Hedging Policy*

Currency HedgingMarket HedgingFactor HedgingOther
Trading Signal Connectivity*

API / FIXSMASFTP File UploadEmailOther
Connectivity Requirements
Additional Info
Daily / Monthly Returns

Browse Files
Dailies are preferred for more accurate analytics ( necessary input for evaluation ) Cancelof
Supporting Docs

Browse Files
Tear Sheet / Marketing Slides / Fund Docs Cancelof
Comments / Questions
Should be Empty:

Alpha Partner Information Form

Contact

Strategy Overview

Investment Team

Trading & Connectivity

Additional Info