Building an insurer’s investment management capabilities from the ground up

alpha approach

Alpha led program governance, defined the target operating model, and ran a front-to-back solution provider selection process evaluating 24 provider combinations, resulting in the selection of Aladdin and Citibank. Alpha managed the full Aladdin implementation across business process reviews, system configuration, integration testing, interface development, and user training. Over 200 automated pre- and post-trade rules were configured to reinforce oversight, and 66 detailed front-to-back processes were defined alongside required resource and skillset plans. Alpha also supported the migration of the derivatives book and collateral from the previous owner of the acquired firm and accelerated procurement of market data contracts. The insurer successfully went live on schedule and on budget, migrating all assets from the former owner without incident before the IMA was ceased.