Alpha Partner Information Form
Contact
Name
*
First Name
Last Name
Email
*
example@example.com
Company Website
*
Or LinkedIn etc.
Country
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please Select
United States
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
Office Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Strategy Overview
Strategy Description
*
Benchmark
Approach
*
Discretionary
Systematic
Other
Directional
*
Market-neutral
Long-biased
Other
Asset Classes
*
Equity
Commodity
FX
Fixed Income
Digital Assets
Other
Markets
*
US
Europe
Japan
North Asia
South East Asia
Australia
South America
Africa
Middle East
Other
Instruments
*
Spot Trade ( Cash Equity / Indices / ETFs etc. )
Futures ( Commodities / Indices etc. )
CFDs ( FX / Stocks / Futures / Indices etc. )
Depositary Receipt
Listed Options
Total Return Swap
Other
Base Currency
*
USD
EUR
JPY
SGD
Other
Company AUM ($)
*
in USD
Strategy AUM ($)
*
in USD
Minimum Investment ($)
*
in USD
More Details
Strategy Capacity ($)
*
in USD
Capacity Management
Strategy Track Record
*
back testing
paper trading
live trading < 6-months
live trading between 6-months and 2-years
live trading > 2-years
Other
Verifiable Track Record
*
Yes
No
Other
Strategy Inception Date
-
Month
-
Day
Year
Date
Strategy Styles
*
Trend
Value
Carry
Momentum
Defensive
Alternative Data
Microstructure
Quant
Macro
Market / Factor Timing
Relative Value
Volatility
Other
Risk Factors
*
Growth
Inflation
Liquidity
Volatility
Tail risks
Other
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
*
Cowen
Exclusive Capital
Interactive Brokers
R.J.O'Brien
Saxo
Other
Trading Execution
*
Manual
DMA ( market / limit orders )
Algorithms
Other
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 Hedging
Market Hedging
Factor Hedging
Other
Trading Signal Connectivity
*
API / FIX
SMA
SFTP File Upload
Email
Other
Connectivity Requirements
Additional Info
Daily / Monthly Returns
Browse Files
Dailies are preferred for more accurate analytics ( necessary input for evaluation )
Cancel
of
Supporting Docs
Browse Files
Tear Sheet / Marketing Slides / Fund Docs
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of
Comments / Questions
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