Contact Us
Get in touch
We’d love to hear from you. Share some details and your query and we’ll respond straight away.
Case Study
Front-to-back operating platform transformation for Asia sovereign wealth fund
Client Challenges
A large Asia-based sovereign wealth fund faced fragmented systems, manual processes, and siloed data capabilities that limited scalability and investment decision-making. The absence of a total portfolio view across public and private markets created operational risk and hindered the fund’s ability to execute its updated strategy.
alpha approach
Alpha engaged front, middle, and back office teams through firm-wide top-down and bottom-up analysis to identify five key enabling capabilities and design a target operating platform. Alpha delivered detailed application architecture, an enterprise integration layer, and a multi-IBOR data model to support total portfolio visibility. A refreshed data operating model was designed for public, private, and total portfolio data management, alongside a Data Office and clear data ownership framework. Alpha also supported the client in maturing its PMO function and establishing architecture design governance. This comprehensive program gave the fund a clear, executable roadmap to simplify its technology ecosystem, unify data operations, and build a scalable platform aligned to its long-term strategic ambitions.
How we delivered lasting value
Turning insight into impact
Total portfolio view achieved across all asset classes
A multi-IBOR data model delivered real-time total portfolio visibility spanning public and private markets. Investment decision-making and risk analytics were materially uplifted.
Simplified technology ecosystem with stronger governance
A target application architecture reduced integration complexity and established enterprise-wide architecture design governance. A clear roadmap aligned all key stakeholders behind a common technology direction.
Unified data operating model driving consistency and quality
A dedicated data management function and Data Office established clear ownership, accountability, and quality assurance. Common data use across departments accelerated standardization and improved analytical insight.
Related Work
Related case studies
Case Study
Salesforce CRM Overhaul Delivers Scalable Distribution Data Platform
Case Study
Distribution data platform drives US retail sales growth
Case Study