03 — Analyze the universe
Alpha Shield Scorecard
11-slide methodology + live rankings: definition, why existing metrics fail for SIFs, the 60/40 formula (Capital Protection × 0.6 + Category-Alpha × 0.4), worked example on Altiva, benchmarks by category, the May 2026 ranking table, limitations, FAQs, and field-use scripts. Generic PDF here; partners can generate a co-branded version from the partner dashboard.
Available now
Download Alpha Shield Scorecard
Free for AMFI-registered MFDs and RIAs. No signup required to download — but if you want the Friday Brief and the rest of the toolkit too, grab the full bundle.
Download PDF(640 KB)