Δ   Services Mandate-based engagement

Support for different investor needs.

Not every investor needs the same structure. Some want a managed mandate. Some already manage capital and need a systematic outside view. Others need focused research before deciding what to build.

Mandate · 01

Discretionary advisory mandate.

This is the most direct path for individuals or families who want Alpha Edge to help manage portfolio decisions within agreed authority, objectives, and constraints. The aim is simple: give investors access to a disciplined process without requiring them to build the infrastructure themselves.

Where account setup or permissions are needed, Alpha Edge can guide the process through appropriate advisory partners, platforms, and Indonesian custodians where relevant.

Scope can include

  • Mandate setup, approval flow, and custodian or platform coordination
  • Portfolio implementation under agreed discretion and mandate rules
  • Evidence-led research and portfolio construction across the agreed universe
  • Rebalancing, risk budgets, and drawdown monitoring under agreed rules
  • Attribution, risk commentary, and performance review cadence
  • Ongoing communication so investors understand what is being done and why
Fit

Best suited for long-term investors who want professional support, are comfortable with market volatility, and prefer decisions that can be explained through data, process, and risk awareness.

Mandate · 02

Institutional sub-advisory.

For organizations that already manage capital, Alpha Edge can provide a systematic research layer without taking over the client's infrastructure. Support can include model portfolios, signal files, rebalancing guidance, dashboards, and research notes in formats agreed with the client.

The client keeps control of execution and portfolio infrastructure; Alpha Edge supports the process as an external evidence-led research and advisory partner.

Scope can include

  • Model portfolios, signal files, and research notes in agreed formats
  • Rebalancing guidance and portfolio review cadence
  • Risk dashboards for exposure, drawdown, and stress review
  • Research collaboration with the client's internal team
  • Process documentation and operational handoff materials
Fit

Designed for organizations that want a systematic outside view without handing over execution control. Commercial terms, exclusivity, scope, and delivery format are structured case by case around the mandate and internal infrastructure.

Mandate · 03

Bespoke research engagement.

For investors or organizations that are not ready for an ongoing mandate, bespoke research is a flexible way to answer one defined investment question. Each project moves from diagnosis to testing, implementation design, and a handoff agreed in advance.

Useful when the objective is to build, diagnose, or validate an investment process before deciding whether it should become ongoing.

Typical engagements

  • Signal development — hypothesis, data design, testing, and monitoring logic
  • Portfolio construction — sizing, constraints, rebalance rules, and risk budgets
  • Portfolio diagnostic — factor exposures, hidden concentration, and drawdown behavior
  • Research pipeline build — data, model, dashboard, and reporting workflow
Scope

Typical projects are scoped over an 8-12 week build cycle. Depending on the mandate, deliverables may include a written report, presentation deck, dataset, code appendix, model summary, diagnostics, dashboard, or end-to-end research pipeline. Where agreed, implementation files and code can be handed off to the client, with fees and scope set case by case before work begins.

At a glance

Which structure fits.

Mandate · 01

Advisory mandate

For individuals and family offices wanting professional portfolio support within agreed authority and risk boundaries.

Cadence · Mandate-dependent

Engagement · Ongoing

Mandate · 02

Sub-advisory

For organizations wanting an outside systematic view while retaining execution control.

Delivery · Agreed format

Engagement · Ongoing

Mandate · 03

Bespoke research

For flexible, project-based work around signals, portfolio construction, diagnostics, or pipelines.

Cadence · 8-12 week scope

Engagement · Case by case

Advisory note

Alpha Edge provides investment advisory, model portfolio, and research support through appropriate licensed advisory arrangements. Client assets remain with the client's appointed custodian or platform, including Indonesian custodians where relevant. Alpha Edge does not offer pooled funds or present itself as a licensed investment manager.

Next step

One conversation, then we scope.

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