Advanced
Financial
Research
What it is
Applied Research Alpha is Fondaco Riccea transactions advisory venture for corporate clients. Its business endeavors focuses on three core practices:
- Portfolio management,
- Corporate transactions,
- Estate planning
Our mission is to turn concepts from state-of-the-art research and empirical studies into portfolio management, corporate strategies and operational decisions to support clients’ needs.
What We Do
Our team interacts with clients’ insights to understand what is most important to them. From there, Research Alpha team assesses whether to engineer a custom solution that meets clients’ needs or help them implementing a toolkit already available in the industry.
PORTFOLIO
RESEARCH
Insights on portfolio management, tax efficiency and portfolio performance.
CORPORATE TRANSACTIONS
Board advisor in mergers, debt restructuring and due diligence.
ESTATE
PLANNING
Estate inventory, asset provision,
legal and fiscal risk mitigation.
Policy Statement
The principles driving our asset management policy:
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2
3
Academic financial literature provides a
reliable description of capital markets
Capital markets are global insurance markets:
return is the fair compensation for risk-bearing
Capital markets are fairly efficient environments where information is rapidly embedded in prices
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5
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Investors should manage their assets considering prices and utility as quantitative functions
Fiscal efficiency and transaction costs are paramount elements in any asset transaction
Alpha can be consistently achieved combinining scientific knowledge and operational efficiency
See: Markowitz (1952), Fama (1970), Merton (1973), Malkiel (1973), Lucas (1978), Pedersen (2015), Campbell (2018), Cochrane (2021)
Research Board
Our Research Board connects the academic scientific literature with the real world, making the latest findings available for clients. Throughout this process, clients get well-documented and intellectually honest insights from Applied Research Alpha.
Founder and Head of Fondaco Riccea, Ferrara, Italy.
Formerly: Researcher at UCLA and UMD.
Area of Research: International Finance,
Asset Pricing, Portfolio Theory, Strategy
Contacts
GENERAL INFORMATION
inquiries@appliedresearchalpha.com
Fondaco Riccea - Applied Research Alpha
P.IVA 02076620380