Welcome! Alpha Financial Institute offers independent research and advisory services for institutional investors. Our clients include pension plans, endowment funds, asset managers, portfolio managers, and financial advisors. We specialize in performance benchmarking, Robo-advisor design and optimization, retirement plan income solutions, ESG and impact investing, and sentiment trading system development. We also offer 2nd opinion due diligence and verification, proposal evaluation and assessment, portfolio analysis and measurement, internal policy development, process automation, financial innovations, and new technology applications.
Our simple goal: help institutional investors to understand and identify where money managers have been doing poorly, why you should and can do better, and how we can work together to make it happen! [1] [2] [3]
References
[1] Investment Returns and Distribution Policies of NonProfit Endowment Funds; by Sandeep Dahiya and David Yermack, Dec. 2018.
[2] How Do Fees Affect Plans' Ability to Beat Their Benchmarks?; by Center for State and Local Government Excellence and the Boston College Center for Retirement Research, Aug. 2018.
[3] SPIVA® U.S. Scorecard; by S&P Dow Jones Indices LLC, Mar. 2019.
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Charlie Q. Yang, Ph.D., CFP®
  • Thank you for visiting the Alpha Financial Institute, established and sponsored by AFIEA, a leading financial innovation consultancy based in California.
  • Our research serves as a foundation for institutional investors to better evaluate their money managers by improving performance and reduce cost at the same time. If you are unsatisfied with your investment results and want to understand why and how to make improvements, please contact Dr. Charlie Yang directly by email at cqyang@afiea.com or tel/msg at (310)528-5511.​
  •  We appreciate your comments and suggestions for the benefit of all investors.

Case Studies of Asset Management Advisory

  • Many outsourced asset managers have delivered a poor performance with weak robustness under different market conditions. Our works have empowered investors to identify the weakness of many "professionally" managed portfolios. 
  • Our research on Investor Behavior Metrics (IBMetrics.com) has benefited institutional asset managers.​​ We have developed the scientific method and process to measure investor behaviors, detect economic trend reversals, and prepare to combat the next financial crisis.
  • Our Benchmark Index research has assisted clients in the development of new proprietary Theme-Based Benchmarks. These customized benchmarks are for better serving both individual and institutional investors.

Research Examples of Alpha Financial Institute

The scientific formulation of "random" and "irrational" market and investor behaviors. Discoveries on the markets to advance the theories of investing. 
Investment benchmark and index research on investor behavior measurements. Performance standards on the market, economy, benchmark, and investor emotion.​
Ratios for measuring risk and performance of an investment against benchmarks. Innovative measures for stocks, portfolios, markets, and investor behaviors.
Key findings for investor education summarized in a format of 365 principles of investing with  contributions from thousands of investors since 1996.
The scientific endeavor for technical analysis is to understand how each investor's behavior contributes to the overall market's movements and directions.
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Systematic Investment Research and Education since 1996