Aldera Insights
Projects. Enhanced.
Success stories
Private Markets Operating Model and Systems Selection
A fast-growing private markets manager was held back by fragmented operations, manual workarounds, and legacy vendors — without a unified model linking investment, fund finance, and investor reporting.
Real Estate Funds Operating Model Convergence
An institutional real estate platform ran different fund structures, processes, and administrators by region — creating duplication, inconsistent reporting, and mounting pressure to standardise before scaling further.
Investment Risk Data Platform Decommissioning
A multi-asset manager needed to retire a legacy risk data platform tangled in undocumented feeds, conflicting definitions, and unclear lineage — with uncertainty about impacts on reporting and governance.
Aladdin Implementation Programme
A European manager set out to migrate portfolios into Aladdin, juggling legacy systems, time zones, and asset classes — with no room for data errors or coordination failures.
Delivering the Distribution Workstream of a Global Data Programme
Post-merger, a manager faced overlapping platforms, inconsistent definitions, and a fragmented data landscape — leaving Distribution without trusted AUM and performance data for reporting and stakeholder scrutiny.
Embedding Strategic Consultancy in Investment Management
Challenge:
The client was engaged by a global asset manager undergoing a strategic transformation. Fragmented operating models across regions were hindering scalability and consistency in client servicing. The firm needed a unified framework to streamline front-office processes, improve data transparency, and align global teams under a single operating vision.