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Explore ideas, perspectives and expert analysis designed to help you navigate a changing landscape

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  • Promotional graphic for 'Two in Twenty' podcast. Features a clock with two silhouetted people, a headshot of Kelly Mikhailoff, and text identifying her as Customer and Marketing Director at Aviva Investors, with the Alpha Agency logo.
    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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    Twink Field

    Agency

  • A yellow sticky note with a black lightbulb drawing pinned to a cork board with a red pushpin.
    What 20+ peer reviews told us to expect in 2026

    Insights

    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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    Jennifer Novis
  • A dense green evergreen forest with horizontal power lines, framed by dark, angular modern architectural structures above and below.
    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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    Rebecca Dunkelman +2 Others
  • Low-angle view of three modern skyscrapers with blue glass facades, reflecting the bright sun and a blue sky with white clouds.
    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…

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    Alpha FMC
  • A mural on a brick building reads "HOW ARE YOU, REALLY?" with a fire escape visible on an adjacent wall.
    Where finance meets feelings

    Insights

    Where finance meets feelings

    Investing is often framed as a numbers game – charts, allocations, risk models, market cycles, etc. – and that’s understandable.…

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    Eric Losch
  • Low-angle view of modern blue glass skyscrapers against a clear blue sky.
    From manual to automated: revolutionizing portfolio liquidity reporting with Pigment

    Insights

    From manual to automated: revolutionizing portfolio liquidity reporting with Pigment

    Situation A major global alternative investment firm managing over $450 billion across 500+ portfolios faced challenges with manual and error-prone…

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    Alpha FMC
  • Two people shaking hands, overlaid with a glowing digital network sphere and various technology icons, against a blurred cityscape background.
    Unlocking digital maturity in asset management: insights from Alpha FMC’s 2025 Digital & Marketing Survey

    Insights

    Unlocking digital maturity in asset management: insights from Alpha FMC’s 2025 Digital & Marketing Survey

    In Alpha FMC’s 2025 Asset Management Digital & Marketing Survey, we captured insights from 34 of the world’s leading asset…

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    Aaron Phillips
  • Podcast cover art for 'Two in Twenty' with guest Lucy Davidson. Features a clock with two silhouetted figures and the Alpha Agency logo.
    Two in Twenty with MFS’s Lucy Davidson

    Insights

    Two in Twenty with MFS’s Lucy Davidson

    In this episode of Two in Twenty, Lucy Davidson shares her career journey from technology to marketing, discussing the challenges…

    A smiling woman with blonde hair, wearing a floral blouse and light trousers, stands and leans on a table with an orchid plant in the background.
    Twink Field

    Agency

  • Paper-cut illustration with layered green shades, a white tree, a bird, clouds, and stars.
    The 2026 stewardship code explained

    Insights

    The 2026 stewardship code explained

    At its core, reporting is much more than a formality – it is the art of authentically sharing outcomes and…

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    Hristina Grebcheva