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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Insights
U.S. ESG regulatory update: Q3 2023
In the second addition of our U.S. ESG Regulatory series, we look at the progression of ESG legislation, the diverging…
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Insights
Readying Discretionary Investment Management (DFM) portfolios for new Capital Gains Tax allowances
The UK’s decision to dramatically reduce Capital Gains Tax (CGT) allowances by 2024/25 will need proactive action by Wealth Managers.
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Offsetting client attrition: a playbook for wealth managers
Undesired client attrition may be costing Wealth Managers 4 to 8 months of asset and revenue growth every year. Alpha…
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Insights
Sustainability Disclosure Requirements (SDR) – Five things to look out for in the FCA’s policy statement
In this article we outline five things we expect will be key talking points once the Sustainability Disclosure Requirements (SDR)…
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Insights
5 key elements of data management in private credit
In the realm of private credit, data plays a vital role in shaping investment decisions and risk assessment. This article…
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Insights
Intercompany chargeback model
Lionpoint optimizes intercompany chargeback models, boosting cost transparency and space allocation for a global manufacturer’s industrial real estate lab construction
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Insights
Not another AI article: Tools and considerations for investment marketers
AI and its associated tools such as ChatGPT are dominating the headlines. At this point, you may roll your eyes…
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Insights
Three inescapable truths for asset managers on culture
Psychological safety is a pre-requisite to a healthy culture. Not all your people experience your culture equally. You can’t expect…
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Insights
Unleashing the power of Data: Maintaining a robust data strategy
In the ever-evolving landscape of modern business, data management stands as a critical pillar for organizational success. To remain competitive…