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
Effective change management – Research management systems
This article, in collaboration with Bipsync, explores essential change management considerations within the research functions of our clients.
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Insights
U.S. ESG regulatory update Q3 2024
Asset Managers operating in the U.S. continued to be challenged by regulatory uncertainty while those operating in global jurisdictions contend…
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Electronic communications and the global asset management regulatory landscape
Joseph Denton and Daniel Striebich report on the SEC’s focus on off-channel communications since 2021 as well as how asset…
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5 steps to define and articulate your brand
The greatest ambassadors for your brand are your employees. Therefore, it is vital that they have some emotional connection with…
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Insights
Business intelligence and reporting excellence for private markets
The expectations of investors and regulators in private markets continue to increase. Lionpoint works with private markets clients to enable…
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Insights
Exchange Traded Funds: Industry overview, trends & operating model considerations
Exchange Traded Funds have emerged as one of the most prominent and fast-growing investment vehicles in the North American market,…
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Insights
Disclosure management: A necessary evil or a competitive advantage?
Long thought of simply as a ‘check-the-box’ activity, Disclosure Management is becoming increasingly important within the asset and wealth management…
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Insights
Crafting your story to sell a solution, not push a product
We all know how it feels to be talked at. It hardly leaves a positive impression. When a speaker is…
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Insights
M&A perspectives: Unlocking value through technology due diligence
As financial services firms—particularly in asset management, wealth management, and insurance—navigate a rapidly changing competitive landscape, technology continues to be…
