Alpha Investor Services Management (“AISM”) is an independent firm active since 2011 in the Grand Duchy of Luxembourg. It is authorized by the Commission de Surveillance du Secteur Financier (the “CSSF”) acting as Management Company and Investment Manager of UCITS funds and to perform all the activities namely portfolio management, administration, distribution and marketing.
In addition, the Company is licensed by the CSSF to provide investment services, primarily the management of portfolios of investments, including those owned by pension funds and institutions for occupational retirement provision, in accordance with mandates given by investors on a discretionary or client-by-client basis pursuant to the provisions of Article 101 (3) (a) of the UCI Law.
Also, the Company provides investment services to both individuals and legal entities.
AISM has several compartments under management whose strategies vary from Fixed Income to Equity, from Absolute Return to Alternative and Multi-strategy
AISM provides Management Company, Administration, Distribution and Marketing services to UCITS funds
AISM employs a team of experts who, according to investor’s objectives, look for a stable and consistent result with a capital protection goal. The range of mandates, given by investors on a discretionary or client-by-client basis, includes pension funds and institutions for occupational retirement provision, dedicated to private investors and institutional
AISM assists the set-up and launch of new strategies including revision of Legal Documentation (Prospectus, KIID, etc.), coordination with counterparties, development of relationships in the regulatory framework
The fund is managed by AISM and has six sub-funds: the Fixed Income Fund, the Global Corporate ESG Bond Fund, the ESG Global Equity Fund, the Sustainable Long-Short European Equity Fund, the ESG Equity Absolute Return Fund e the Global Smart Trend Fund.
AISM seeks to create positive returns through the integration of environmental, social and governance criteria in its investment process
AISM has developed its internal policies and investment processes to ensure that the companies the funds invest in meet its expectations in terms of sustainability.
21 Rue Aldringen
Tel: +352 27 85 47 1