Automating alternative assets operations: trends, tools and transformation

As the fund industry continues to evolve, automation is no longer a luxury, it’s a strategic necessity. This module is designed to support professionals working in the alternative investment space who aim to modernise and streamline their operational processes through effective automation strategies.

By the end of this training, participants will be able to:

• understand the strategic importance of automation in the fund industry;
• gain insight into the range of available automation tools;
• apply best practices to enhance operational efficiency;
• evaluate and select appropriate tools based on specific operational needs;
• contribute to the design of scalable and compliant workflows;
• support change management initiatives to ensure successful implementation and adoption.

The module is structured around four key areas:

• Why automation matters
  • Overview of industry trends driving automation
  • Regulatory requirements
  • Risks and inefficiencies associated with manual processes
• Tools and technologies
  • Introduction to automation platforms such as Depowise
  • Integration with fund administrators and data providers
• Common pitfalls
  • Underutilisation of available tools
  • Lack of process reengineering and optimisation
  • Poor alignment and engagement of key stakeholders
• Case studies and benchmarks
  • Real-world success stories from similar clients, illustrating practical and measurable outcomes.

This training is coordinated by Kai Braun, Partner at PwC Luxembourg. The training will be given by PwC directors and managers who benefit from a strong professional experience in this area.

Kai Braun is a Partner and Alternatives Advisory Leader at PwC Luxembourg, specialising in strategy and governance consulting for the alternative investment sector, operational and technology advisory for private equity, real estate, infrastructure, and private debt, as well as regulatory compliance. With over 20 years of experience, he has held leadership roles including head of operations at a major German service provider for private equity and real estate. His expertise encompasses strategy, operating models, processes, and IT. He has led projects involving organizational strategy design, regulatory authorisation, global operating model implementation, software coordination, and development of best practice reporting for financial institutions.