Manager Research and Selection
Independent due diligence and portfolio-focused manager evaluation across global alternative strategies.
We evaluate both established and emerging managers across managed futures, macro, systematic, and specialist alternative strategies.
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AAA Differentiator
AAA places particular emphasis on identifying high-quality emerging and boutique managers before they become widely institutionalized, where inefficiencies and capacity advantages may still exist.
Global Sourcing
We source managers through proprietary industry relationships, direct outreach, conferences, databases, and ongoing market intelligence. Our review process is built to assess not only manager quality, but also whether a strategy improves diversification, complements existing exposures, and aligns with client mandate requirements.
Due Diligence:
Quantitative Evaluation
We assess return characteristics, volatility, drawdowns, recovery periods, consistency, and correlation to traditional assets and alternative strategies. The objective is not simply to identify strong returns, but to evaluate how a manager may contribute to total portfolio construction.
Qualitative Assessment
We review investment philosophy, source of edge, portfolio construction process, risk management discipline, team experience, organizational stability, and communication quality.
Operational Review
Operational due diligence includes review of fund structure, fees, minimum investment, service providers, compliance framework, reporting standards, valuation controls, business continuity considerations, cybersecurity, and overall operational infrastructure.
Portfolio Fit Analysis
Managers are evaluated in the context of the full client portfolio, with emphasis on diversification benefit, liquidity alignment, concentration impact, expected role, and contribution to broader allocation objectives.
Approval and Ongoing Monitoring
Managers that meet our standards may be approved for portfolio use, subject to mandate fit and risk budget. Ongoing monitoring includes performance behavior, team developments, capacity considerations, operational changes, and potential style drift.
Emerging Manager Perspective
AAA also maintains a dedicated focus on emerging CTA and specialist managers, where differentiated return streams, capacity advantages, and niche expertise may offer meaningful portfolio value when paired with disciplined due diligence and sizing.
Discuss Your Manager Selection Needs
Manager Selection Beyond Standalone Returns
We believe manager evaluation should extend beyond historical returns alone. AAA focuses on how a strategy may behave within a broader portfolio, including diversification benefit, correlation profile, downside characteristics, liquidity alignment, and role within the overall allocation.
Whether you are evaluating CTA allocations, building a diversified alternatives portfolio, or seeking access to emerging managers, AAA provides independent, portfolio-oriented manager research and selection support.
This page is provided for informational purposes only and does not constitute an offer to buy or sell any security, futures interest, or investment product. Any allocation decision should be made only after review of applicable offering and disclosure materials.