Latest views and thought leadership
Explore ideas, perspectives and expert analysis designed to help you navigate a changing landscape
Featured Insights
-
Scenario Analysis vs. Sensitivity Analysis: Why the difference matters and the risks of getting it wrong
-
AI transformation across middle and back office operations
-
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:
-
Insights
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…
-
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…
-
Insights
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…
-
Insights
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…
-
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…
-
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…
-
Insights
How to build an intentional visual brand
Can you truly say that your visual brand is intentional? For many asset and wealth managers, a visual brand (either…
-
Insights
Beyond Excel: Building a scalable data solutioning strategy with Alteryx
Is your data solutioning strategy truly working for you or are there bigger, unaddressed problems lurking in your organization? If…
-
Insights
Overview of the private equity secondaries market
In this whitepaper, we explore why GPs and LPs are turning towards the Private Equity Secondaries market to meet short-…
