EXCLUSIVE RESEARCH PAPER1
Unlocking Growth in Alternative Investments
Alternative investments are no longer a niche strategy — they’re a core part of modern portfolios. But behind the scenes, operational complexity is slowing firms down. Disconnected systems, manual processes, and poor data practices are creating friction that limits scale. Explore how leading firms are addressing these challenges.
WEBINAR REPLAY
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Catch an exclusive look at the survey findings with experts from guest Forrester Research and iCapital — and walk away with actionable strategies to streamline your operations and drive smarter growth.
Included in this study:
This study draws on insights from over 1,000 financial services decision-makers across North America and Europe, including wealth managers, general partners, and custodians, to uncover the true cost of operational complexity in alternative investments. It quantifies the hours and headcount required to manage fund lifecycle activities, revealing just how resource-intensive these processes are. From NAV calculations to tax prep, the findings highlight where firms are spending the most time, how responsibilities vary by firm type, and why automation is becoming essential to scale. Most importantly, the study describes the potential impact of technology to transform how data and workstreams flow across systems and parties to remove friction and enable scale.
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How firms are navigating fund lifecycle complexity and where they’re focusing resources to stay efficient and compliant.
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How leading organizations are reducing friction by integrating platforms, streamlining workflows, and improving real-time visibility.
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How firms are automating key lifecycle tasks to boost productivity, improve data accuracy, and free up teams for higher-value work.
Hours Spent Each Week On Fund And Investment Lifecycle Activity Across All Team Members
Operational Realities in Alternative Investments
Research demographics by
Title
Country
Asset Class
AUM
“I feel like I’m walking around with a yellow pad of paper checking if things got done.”
— Chief Information Officer, Community Bank, North America
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1. A FORRESTER CONSULTING THOUGHT LEADERSHIP PAPER COMMISSIONED BY iCAPITAL, JUNE 2025
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