Latest views and thought leadership
Explore ideas, perspectives and expert analysis designed to help you navigate a changing landscape
Featured Insights
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Scenario Analysis vs. Sensitivity Analysis: Why the difference matters and the risks of getting it wrong
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AI transformation across middle and back office operations
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Next-gen client content: how to prepare for the data-driven content demands of 2030 and beyond
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Read Alpha’s latest thinking on key issues in the industry:
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Unlocking the power of total portfolio – Unified data for asset managers
This is part 3 of a 4-part Total Portfolio article series. At the heart of every investment decision, risk assessment,…
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Insights
Beyond CRM: AI powered solutions for private markets
Are you truly unlocking the full potential of your CRM? It’s time to discover value creation and pinpoint the location…
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Insights
Optimizing complex valuations: Delivering a dynamic Anaplan solution for global private equity
Situation A leading global investment bank, renowned for its strategic investments and high expertise in private equity, required enhanced equity…
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The boutique and middle market breakpoint: Embracing enterprise solutions for strategic growth
Across the segment, managers are encountering a new breakpoint: continue operating with legacy systems and fragmented processes, or invest in…
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Insights
Marketing: an underappreciated digital growth lever
After 13+ years in asset management marketing, one thing remains surprisingly persistent: the disconnect between how marketing is perceived internally…
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Transforming FP&A for a fintech innovator: Automated, multi-scenario financial modeling with Pigment
Situation A privately-owned fintech company providing banking-related services to start-ups and small businesses, sought to upgrade their FP&A (Financial Planning…
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Transaction Monitoring is the litmus test for AML maturity – Private banks must act now
Transaction Monitoring (TM) has become the litmus test for the maturity of a Private Bank’s financial crime framework. It is…
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Insights
Overcoming total portfolio’s challenges
This is part 2 of a 4-part Total Portfolio article series. The case for the Total Portfolio Approach (TPA) is…
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Insights
The strategic importance of a clear value proposition for wealth managers
A Wealth Manager’s value proposition is a critical strategic foundation. It defines how the firm communicates and delivers unique value…