
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
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
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
Next-gen client content: how to prepare for the data-driven content demands of 2030 and beyond
All Insights
Read Alpha’s latest thinking on key issues in the industry:
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Modernizing asset management: automated consolidation and reporting for real estate operations with Anaplan
Insights
Modernizing asset management: automated consolidation and reporting for real estate operations with Anaplan
Situation A leading international financial services group with extensive real estate assets relied heavily on manual, Excel-based processes for consolidating,…
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Strategic AI & intelligent document processing roadmap delivery for enhanced private markets investment operations
Insights
Strategic AI & intelligent document processing roadmap delivery for enhanced private markets investment operations
Situation A large public pension fund with a substantial and growing private markets portfolio sought to enhance operational efficiency and…
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Architects of advantage: mastering investment strategy through building, buying or outsourcing
Insights
Architects of advantage: mastering investment strategy through building, buying or outsourcing
In today’s dynamic private investment landscape, the decision to build, buy, or outsource reporting and visualization tools isn’t just a…
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Scaling success: how AI & data transform private capital
Insights
Scaling success: how AI & data transform private capital
Learn how Alpha Alternatives’ Miguel Castaneda joined Allvue to share practical frameworks for scaling private capital operations through stronger data…
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From evaluation to implementation: The dos and don’ts for selecting a technology vendor
Insights
From evaluation to implementation: The dos and don’ts for selecting a technology vendor
Learn how Jonathan Balkin of Alpha Alternatives shares practical guidance in this SS&C Advent podcast on evaluating, selecting, and implementing…
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Two in Twenty with Aviva’s Kelly Mikhailoff
Insights
Two in Twenty with Aviva’s Kelly Mikhailoff
In this episode of Two in Twenty, our guest Kelly Mikhailoff emphasizes the importance of building a strong team culture…
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What 20+ peer reviews told us to expect in 2026
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What 20+ peer reviews told us to expect in 2026
Every year, the industry talks about change – new wrappers, new channels, new client expectations. But when you spend your…
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Custom, not chaos: where asset managers should draw the line on content personalization
Insights
Custom, not chaos: where asset managers should draw the line on content personalization
Personalization in asset management must be intentional, not improvised. The goal is to create a content wardrobe that feels tailored…
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Streamlining investment platform allocations with Anaplan
Insights
Streamlining investment platform allocations with Anaplan
Situation An investment management firm with a long-established reputation and diverse investment strategies historically relied on manual Excel workflows for…



