Institutional Mandates

ALPHA TRUST has the expertise to provide capital management solutions tailored to the needs of institutional clients and organizations. With a focus on creating value and ensuring investment security, we operate as a reliable partner, responding promptly and consistently to the evolving needs of our clients.

Partnership Structure

Design Customized Products

Planning

In the initial phase of collaboration, we conduct a diagnostic assessment of the existing portfolio. Based on the investor's needs and the regulatory environment in which they operate, we then propose tailored investment solutions for the entire securities portfolio.
Examples of Mutual Fund Portfolios Managed by ALPHA TRUST

Institutional Portfolios

Προσφέρουμε εξειδικευμένες λύσεις σε Ταμεία και Θεσμικούς επενδυτές, μέσω μιας ομάδας έμπειρων στελεχών που επικεντρώνεται στη μελέτη των αναγκών τους, στον σχεδιασμό εναλλακτικών λύσεων και στη διαχείριση των κεφαλαίων τους. Η ομάδα μας εξειδικεύεται αποκλειστικά σε θεσμικά χαρτοφυλάκια, είτε πρόκειται για αμοιβαία κεφάλαια είτε για εξειδικευμένα χαρτοφυλάκια.

Pension Funds

We actively contribute to the country’s insurance landscape by proposing improvements to legislation regarding the management of reserve funds for pension schemes. By conducting in-depth studies of insurance systems in advanced countries, we gain insights into the needs of clients in both primary and supplementary insurance. Our expertise is further strengthened by the awards and mandates we have won, thanks to our track record of performance. Our specialized team is equipped to manage reserves across all major categories of securities investments.

Institutional Portfolios

Pension Funds