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Case Study
Automating liquidity reporting to improve accuracy and decisions
Client type
Alternatives Managers & Private Markets, Asset Management
Client Challenges
A global alternatives firm relied on manual weekly liquidity reporting. Errors and delays reduced accuracy and responsiveness. A more automated approach was required to improve timeliness and decision-making.
alpha approach
Alpha implemented a daily liquidity model in Pigment with automated data integration to provide timely and reliable liquidity monitoring. We embedded validation controls to improve accuracy and consistency across reporting outputs. Reporting and analytical capabilities were enhanced to support usability and insight generation, while training programs helped drive adoption and establish internal ownership. This delivered reliable, up-to-date liquidity insights that strengthened decision-making, improved operational efficiency and supported proactive liquidity management.
How we delivered lasting value
Turning insight into impact
Automated daily reporting improves timeliness and consistency
Replaced weekly spreadsheets with daily updates. Teams accessed consistent, up to date liquidity insights.
Validation controls improve accuracy and data confidence
Removed double counting errors. Strengthened data quality and confidence in reporting outputs.
Self service analytics enhance portfolio transparency
Flexible reporting enabled independent analysis. Teams drill into liquidity positions and portfolio activity.
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