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, Alternatives Advisory Leader at PwC Luxembourg, has over 19 years of experience in the alternative investment sector, both as a consultant and within the industry, where he was working as Head of operations of a leading German service provider to the private equity and real estate industries.