aldera
solutions
Aldera Insights
Proven results
Success stories
Private Markets Operating Model and Systems Selection
Client: Private Markets Investment Manager
Challenge: The client needed a unified Target Operating Model (TOM) to align investment operations, fund finance, and investor reporting. The technology landscape was fragmented, with manual workarounds and legacy vendor dependencies.
Real Estate Funds Operating Model Convergence
Client: Alternatives business of an Institutional Investment Manager
Challenge: The client operated multiple Real Estate fund structures across regions with inconsistent processes and administration providers. Leadership sought a unified Operating Model and a single Fund Administration vendor to support scalability and efficiency.
Investment Risk Data Platform Decommissioning
Client: Multi-Asset Institutional Asset Manager
Challenge: The client aimed to decommission its legacy Investment Risk Data Platform and transition to a consolidated enterprise data architecture. Limited documentation and inconsistent data definitions made it difficult to understand the full impact and data lineage.
Aladdin Implementation Programme
Client: European Investment Manager
Challenge: The client was implementing Aladdin globally across all portfolios, requiring the migration of every position from multiple legacy systems. The scale and complexity of this initiative demanded rigorous coordination, data quality assurance, and process documentation across multiple time zones.
Embedding a PM & BA to Deliver the Distribution Workstream of a Global Data Programme
Client: Global Investment Management Firm
Challenge: Post-merger, the client’s data environment was fragmented, with overlapping platforms and inconsistent definitions. A global data programme was launched to unify infrastructure and create a single framework. Distribution was identified as the first critical consumer group, requiring validated performance and AUM data for reporting, analytics, and marketing. Internal capacity constraints risked delaying progress.
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.