Category: Articles
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Digital readiness in the wealth management & financial planning sector 2020
The third year of Alpha’s Digital Readiness Survey provides a unique barometer of how far the industry is progressing with…
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Founders exiting & succession planning for private equity firms
The prospect of founding partners in Private Equity firms moving on poses a number of potential challenges and firms will…
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A quick COVID freeze will soon thaw as the underlying drivers for M&A persist in the asset management industry
The 2020 rollercoaster rolls on for asset managers, with record highs and dramatic falls for financial markets; and we are…
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Beacon: benchmarking made better
Beacon is the digital marketing benchmarking service for investment marketers. It is part of our Measurement service, alongside Consultancy and…
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Enterprise Technology: The silver bullet in a crisis?
Throughout the COVID crisis, Asset Managers have distinguished themselves by their readiness to adapt to unforeseen operating conditions. Alpha’s Investments…
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ESG investments in the Italian and Spanish retail market
Executive summary In Italy and Spain, the institutional market has traditionally been stronger voices pushing the ESG (environmental, social and…
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The UK Stewardship Code 2020: Are you prepared for a major step up?
Alpha’s ESG SMEs discuss their key observations of the changes made in the UK Stewardship Code 2020, and what Managers…
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Marketing automation: worth the effort?
At a recent workshop in our Academy program, we asked the marketers ‘who is currently using marketing automation and lead…
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Talking in a language the C-Suite understands
When it comes to communicating with those at the top of the food chain, it goes a long way to…