iGEN - our powerful methodology that helps family offices and small & medium sized funds identify sustainable improvements of at least 10 basis points to Net Value Add

iGEN draws on value contribution analysis, industry standard benchmarking and our unique expertise.

01

What We Do

We help to optimize all relevant steps of the investment value chain to improve the over all fund returns.

02

Our Approach

Our approach combines subject matter expertise along with continuous and constant engagement to ensure that we are in alignment with portfolio and organizational objectives we provide feedback on areas we believe need attention

03

Our Goal

We aim to help our clients enhance their Net Value Add by at least 10 basis points.

We developed our proprietary program, iGEN, to support family offices and fund managers reach the goal of improving their Net Value Add year on year.

Family Offices and Small to Medium sized Funds face a number of challenges

  • Insufficient Economic Transparency

  • Hidden Costs

  • Overlaps in Investment Strategy

  • Active v Passive Investment Management

Alumni Advisors help with

  1. Identification of potential improvements to Net Value Add in your portfolio.
  2. Identification of sustainable ways to improve returns.
  3. Transparency about levers to improve net returns / leakage commensurate to the current level of return.
  4. The result of better informed decision-making leading to value creation & above average net investment returns, offers a practical approach to enhancing your Net Value Add.

iGEN

iGEN facilitates the identification of potential improvements to your portfolio’s Net Value Add. By analysing various factors contributing to value creation, it highlights areas where enhancements can be made to optimise net performance.

Beyond just short-term gains, iGEN focuses on sustainable ways to improve returns. This ensures that any changes implemented are aligned with long-term investment objectives, fostering stability and consistency in performance.

iGEN offers transparency regarding the levers available to improve net returns, while also identifying any leakage that may be occurring. This insight allows for informed decision-making, enabling investors to address inefficiencies and maximise returns commensurate with the current level of return.

Ultimately, iGEN empowers investors with better-informed decision-making capabilities. By leveraging the insights provided by iGEN, investors can make strategic adjustments to their portfolios, leading to value creation and above-average net investment returns.

iGEN provides a practical and effective approach to enhancing Net Value Add. By systematically addressing challenges and providing actionable insights, iGEN enables investors to unlock the full potential of their portfolios and achieve superior investment outcomes.

Learn how we enable family offices and medium sized funds to identify sustainable improvements to Net Value Add of up to 10 bps – through iGEN, our proprietary tool.

 iGEN draws on value contribution analysis, industry standard benchmarking and our unique expertise.

We have prepared a short presentation which highlights the key benefits of applying iGEN to your portfolio

Click here to see the presentation

Our Offer

For a limited period, we are offering a financial and operational diagnosis of your fund for a reduced price of $40,000.

    The iGEN program takes 8 weeks to complete and provides you with:
  • Comprehensive baseline of your investment and operational activities detailing organisational structure, processes, reporting lines.
  • Complete analysis of investment strategies and their value-add to your overall return profile including actual and expected net value add analysis​.
  • Detailed view of non-personnel spend across investment fee, transaction cost, contractors and all other external spend​.
  • Peer benchmarking analysis to better understand your comparative position.
  • Initial recommendations for areas for deep dive (improvement and targets to increase effectiveness).