Case Study

Optimizing data strategy to reduce cost and fragmentation

Client type

Asset Management

Client Challenges

An asset manager faced fragmented ESG data processes across teams. Duplicate data purchases increased costs and reduced efficiency. A coordinated strategy was required to improve access and eliminate waste.

Aerial view of a long, winding lake surrounded by mountains with patches of snow. A bright sunburst illuminates the left side, casting a warm glow over the landscape.

alpha approach

Alpha assessed ESG data usage across teams to identify duplication, inefficiencies and gaps in coverage. We designed and executed a structured vendor selection process to consolidate providers and improve the effectiveness of ESG data management. A preferred vendor was selected and implemented, with legacy systems retired and integration requirements clearly defined to support adoption and future scalability. This delivered a coordinated data strategy that reduced costs and improved access to consistent, high-quality ESG data across the organization.

How we delivered lasting value

Turning insight into impact

Reduced data costs through vendor consolidation

Centralized vendor selection eliminated duplicate subscriptions. Achieved broader coverage at improved commercial terms.

Improved access through unified ESG data approach

Standardized sources increased data availability. Investment teams accessed required ESG data more efficiently.

Established scalable foundation for ESG data integration

Defined target architecture and roadmap. Enabled alignment across systems, data, and business processes.

Contact Us

Get in touch

We’d love to hear from you. Share some details and your query and we’ll respond straight away.