We leverage our unique insights, unrivalled experience and proprietary methodologies build investment and fund operations that are product-enablers for the business that they support, with underlying operating models that are agile and scaleable
We combine rigorous analysis with practical delivery experience, ensuring opportunities are shaped realistically and outcomes are achieved.
Our work spans the full deal and transformation lifecycle, from shaping strategy and operating models through to integration, separation and programme delivery.
Beyond transactions, we help define and execute corporate and growth strategies, aligning portfolios, operations and governance to clear commercial priorities.
The result is better decisions, faster execution and value that is delivered in practice, not just identified.
Operations
Alpha’s support spans Asset Managers, Wealth Managers, Asset Owners, and Asset Servicers across the lifecycle of Investment and Fund Operations Transformation.
We work with firms of all sizes, locales, and asset classes across the industry to develop right-sized Operating Models to deliver their strategic goals, balance cost and efficiency needs.
Enabling operations innovation and scale
We understand no organisation is the same – and we consider the current state and strategic vision of your organisation to recommend the most suitable solution(s) and target state operating model. This could include:
Optimisation of the existing operating model
Outsourcing to a service provider
Automation or outsourcing to a technology vendor
Strategy & Target Operating Model Design
We can help assess whether your current state Investment & Fund Operations are able to support your strategy.
Benchmarking
we can help you understand if your costs are in line with your peers, whilst also enabling Operational resourcing comparison against industry peers.
Evaluation & Selection
We have a proprietary database of over 1000 questions to accelerate assessment of potential vendors/service providers. We have also worked with all major vendors within the Operations ecosystem and have a deep understanding of their capabilities to support targeted assessments.
Implementation
Whether you’re outsourcing to a technology vendor or service provider for the first time or the fifth, transformation of Investment and/or Fund Operations functions can be lengthy and difficult. We’ve transitioned over $500trn of AUM to new operating models and understand the pain points to look out for.
