Alpha FMC

Join Alpha FMC colleagues Dan Bassett, Steven Schwarz, and Nigel Bunbury as they explore how leading REITs are extending connected reporting beyond external filings to create a single reporting environment across the entire property portfolio. Register for the webinar here: https://lnkd.in/eAVi8Vjk 📅Tuesday, July 28 | 8a.m. PST | 11a.m EST | 4p.m. BST Topics to be discussed: • Entity-level financial reporting at scale • JV partner and co-ownership reporting • Property dashboards and management reporting • Integration with Yardi, MRI, and other property accounting systems • The emerging role of AI in reporting automation and data validation If you're responsible for financial reporting, property accounting, or finance transformation, we'd love to have you join us. If this is of interest, reach out to a colleague for more information: North America: Dan Bassett, Steven Schwarz or Nigel Bunbury UK / Europe: Michelle Sutherland, Neil Elliott, or Nathan Davies #REIT #FinancialReporting #FinanceTransformation #PropertyAccounting #Workiva

Join Alpha FMC colleagues Dan Bassett, Steven Schwarz, CPA, CMA, and Nigel Bunbury as they explore how leading REITs are extending connected reporting beyond external filings to create a single reporting environment across the entire property portfolio. Register for the webinar here: https://lnkd.in/eAVi8Vjk 📅Tuesday, July 28 | 8a.m. PST | 11a.m EST | 4p.m. BST Topics to be discussed: • Entity-level financial reporting at scale • JV partner and co-ownership reporting • Property dashboards and management reporting • Integration with Yardi, MRI, and other property accounting systems • The emerging role of AI in reporting automation and data validation If you're responsible for financial reporting, property accounting, or finance transformation, we'd love to have you join us. If this is of interest, reach out to a colleague for more information: North America: Dan Bassett, Steven Schwarz or Nigel Bunbury UK / Europe: Michelle Sutherland, Neil Elliott, or Nathan Davies #REIT #FinancialReporting #FinanceTransformation #PropertyAccounting #Workiva

Looking forward to the Public Funds Summit East conference July 27-29 in Newport, RI. Please reach out if you’d like to connect.

We’re proud to share that Alpha FMC has been awarded Silver in the UK Ministry of Defence's Employer Recognition Scheme. This recognition reflects our commitment to supporting the armed forces community and building an inclusive, forces-friendly workplace. We are proud to stand behind those who serve, and to continue strengthening the support we provide to veterans, reservists, service leavers and military families across our business. #SilverERS #ArmedForcesCovenant #ForcesFriendly #AlphaFMC

Financial services is entering an AI‑driven decade, and Alpha is investing to lead from the front as it supports clients in navigating this new landscape and unlocking the opportunities that it presents. You will know Alpha as a leading global consultancy to the financial services industry. We pride ourselves on bringing together specialist industry knowledge, deep expertise, data and technology enablers, and market-leading talent. Now, we're scaling our AI capabilities: building internal tools that optimise how we work, developing sector‑specific solutions for clients, strengthening strategic partnerships to optimise our proposition. We're delighted to be reinforcing that commitment with the appointment of Sam Browning as our new Group Head of AI. Sam brings deep sector expertise and leadership experience from high‑growth AI organisations. With this investment, we will accelerate the value we deliver; helping financial institutions deploy AI safely, responsibly, and with real impact. Hear from Luc Baqué, Sam Browning, and Neil Curham on what this means for Alpha and how we're helping financial institutions unlock the value of AI. If you're exploring how AI will reshape financial services and how it can transform what you do, we'd be delighted to talk.

At our first Heads of Client Reporting Forum in London on Tuesday, the key takeaway was clear: the future of Client Reporting isn't just producing reports more efficiently, it's delivering high-value, personalised insight that demonstrates why this manager and this product are the right choice for the client mandate. Three things stood out: 1️⃣Data is really an influence problem. 89% of participants again named data availability and quality as their top constraint. This is not a surprise. What was interesting was what leaders are doing about it. Those making progress aren't waiting for the CDO to fix things, and they aren't quietly absorbing the pain either. They're building shared accountability and earning a real voice in enterprise data programmes to drive the change they need. 2️⃣The case for AI is selective, not sweeping. Nobody is replacing core reporting platforms with AI tools at any scale right now and AI-generated content at scale still carries too much risk for most managers. The real interest is in risk reduction: 44% expect anomaly detection and automated data checks to have the biggest impact over the next two years. 3️⃣Leaders are being asked to transform and optimise at the same time. Nobody placed themselves beyond stage three of our five-stage maturity curve, yet ambitions, expectations on client outcomes, data and AI keep rising alongside a headwind of cost pressure. Thank you to everyone who joined and shared so candidly, it was a fantastic discussion. See you in the autumn. If your firm is rethinking its client reporting operating model, we'd welcome the conversation. Emily Eleazar Chyavan Rees Mark Webb

Insurers managing large, diversified portfolios face a data challenge that traditional asset managers simply don't — investment decisions that must simultaneously serve ALM, actuarial, compliance, and regulatory obligations, often from siloed data environments. We partnered with Alpha FMC to examine how this plays out in practice, and what modern enterprise data management looks like for firms navigating this complexity. Get the full framework. Link in the comments. 🔽

Alpha FMC is pleased to have provided Assured Underwriting Group and Mobeus with Commercial Vendor Due Diligence to support the sale of the business to ANV. The transaction reflects continued momentum in the UK MGA market, with increasing focus on specialist, technology-enabled MGA platforms with differentiated underwriting propositions and distribution. The Alpha team was led by Christopher Walker, Josh Newport, and Huw Barker. Details of the transaction can be found here: https://lnkd.in/e9pJp2ce For more information on Alpha Deal Advisory, please visit: https://lnkd.in/d64wDpfj #insurance #dealadvisory #commercialduediligence

Alpha's Chyavan Rees will be joining a live webinar hosted by Duco on Thursday 23rd July, titled 'The buy-side agentic AI playbook.' The session will discuss AI adoption across Asset Management Operations, using insights from Alpha's Global Operations Survey and exploring how firms are looking to close the gap between AI experimentation and agentic Operations. 🔗Sign up here: https://lnkd.in/ers4ZNNk #AlphaFMC #AI #Operations #AssetManagement