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Case Study
Optimising SimCorp Dimension to deliver whole-of-fund investment management
Client Challenges
An Australian asset owner needed to optimise their SimCorp Dimension platform to support whole-of-fund investment management. Key spreadsheet systems posed operational risk and limited efficiency across front office, investment operations, and technology teams. A structured programme was required to decommission legacy tools and build scalable, enterprise-grade capabilities.
alpha approach
Alpha mobilised a specialist team combining program management, operating model design, SimCorp Dimension expertise, and business analysis. Following rapid discovery and program mobilisation, Alpha led governance establishment, requirements documentation, and delivery roadmap development. Working alongside the asset owner’s investments, operations, and technology teams, Alpha identified optimal platform configuration and designed a bespoke weight management application to address exposure management gaps. Alpha facilitated seven design authority meetings, documented 15+ Level 3 process flows, and delivered 250+ test cases to support go-live readiness. This end-to-end engagement enabled the asset owner to decommission critical spreadsheet systems, reduce operational risk, and establish a scalable whole-of-fund operating model.
How we delivered lasting value
Turning insight into impact
Operational risk reduced through spreadsheet decommissioning
Legacy spreadsheet systems were replaced with a robust SimCorp Dimension configuration. This eliminated key manual process risks across portfolio and investment operations.
Bespoke application closes critical exposure management gap
Alpha designed a weight management application to support exposure management against multiple benchmarks. This enabled effective trading decisions across the asset owner's multi-asset investment options.
Programme delivered with rigorous governance and test assurance
Seven Design Authority meetings and 250+ test cases underpinned a disciplined go-live programme. This gave the asset owner confidence in solution quality across a complex, multi-stakeholder environment
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