Risk & Performance

Better insight for better outcomes

We help strengthen risk and performance capabilities by improving the quality, accessibility and use of investment data. Combining deep industry expertise with hands-on delivery, we help firms modernize performance measurement, attribution and reporting processes to deliver more timely and actionable insights. From performance and attribution analytics to data automation and operating model optimization, we help organizations simplify complex data flows, improve reporting quality and reduce manual effort. This enables investment teams to make more informed decisions, enhance transparency and focus on delivering investment outcomes.

A composite image showing a dark blue architectural grid with light panels, and an inset circle with skyscrapers emerging from clouds.

Services

How we help clients seize opportunities, maximize value and build resilient, high-performing businesses

Service

Collateral & Hedging Management

Service

Expense Management & Allocation

Service

Financial & Investor Reporting

Service

Fund & Corporate Accounting

Service

Fund Compliance & Oversight

Service

Investment & Investor Reporting

Service

Investment Accounting & Valuation

Service

Portfolio Monitoring & Performance Insight

Meet our capability experts

View Jonathan Balkin Bio
Headshot of a smiling man with dark hair, wearing a dark blue suit jacket and light blue shirt.

Jonathan Balkin

Head of North America and Global Head of Private Equity and Credit Client Segments

View Jonathan Broch Bio
Headshot of a smiling man with short brown hair, blue eyes, wearing a gray suit and a lavender tie.

Jonathan Broch

Head of Private Equity Client Segment, North America

View Ajay Chavda Bio
A smiling man in a dark blue suit, light blue shirt, dark brown tie, and black glasses sits in a cane chair. He has a beard and dark hair. The background includes a light-colored tiled wall and a black and white patterned wall with a lamp.

Ajay Chavda

Partner

Other capabilities

Portfolio Management
Capability

Portfolio Management

Confident control of investment operations

Trading
Capability

Trading

Modernizing operations for a changing market

Investment Technology & Transformation
Capability

Investment Technology & Transformation

Improve efficiency and strengthen controls

Low-angle view of a modern glass-clad building with angled white support columns, reflecting a blue sky and clouds.

Alpha’s office locations

1,500+

Full time consultants

25

Offices worldwide

15+

Countries