Unlocking profitability in Investment Management

Revolutionize your decision-making and drive profitability

Investment Managers operate in competitive markets and face ongoing cost pressures and potential margin erosion as their fees are squeezed. Understanding Fund/ Portfolio, Client/ Entity, and Geography/ Channel profitability is both complex and challenging. With regulators increasingly focusing on customer value, managers are looking for better tools to assess the profitability of their funds and demonstrate value they provide for investors. 

Alpha FMC, renowned for its expertise in the Investment Management segment, offers a unique understanding of the cost drivers underpinning asset managers' operating models. Whether you're focused on Compliance, Change, or Operations, Anaplan can be the catalyst for your Investment Management success story.


Richard Lavelle

Director, Strategy and Deals, Alpha FMC

Richard supports asset management clients with projects related to cost, profitability and scalability. Richard has extensive experience in the design phase where he supports clients in selecting and designing the correct cost drivers to use in any modelling exercise.

Advisory Webinar Series_Webinar Lionpoint Alpha-October

James Bryson

Director EPM, Financial Services, Lionpoint, An Alpha Group Company

James has expertise in transforming business processes through Anaplan implementations across the Investment Management industry. James is highly passionate about EPM tools having personally experienced the problems they solve as a Finance professional.

James Bryson

Watch the Webcast: Unlocking profitability in Investment Management