Alternative Investments
Navigating Complexity with Confidence
Alts are expanding beyond institutions—becoming more accessible and a growing force in portfolio strategies.
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The Challenge with Alts
Despite their growing presence, Alts remain complex and operationally demanding. Many institutions struggle to effectively manage these investments due to:
Product Complexity: Alts span a broad spectrum of structures and asset types, making it difficult to apply a standardized approach. Most organizations end up with patchwork solutions that increase cost, reliance on manual processes, or require multiple systems to manage.
Limited Transparency: Information is often fragmented or unavailable via standard data providers. Gaining a full picture frequently requires costly third-party integrations or internal resource expansion.
Data Management Gaps: Disparate formats and sources result in inconsistent data capture, manual reconciliation, and inefficiencies that undermine performance reporting and risk oversight.
From Complexity to Confidence
At Clarendon Partners, we help clients cut through the complexity of alternative investments with practical, right-sized solutions. Our team brings deep financial services expertise and a structured, hands-on approach—enabling clients to navigate change, unlock value from their data, and build scalable, resilient operations.
Business Transformation
Our SMEs and industry experts help clients assess and navigate change starting from RFP management and vendor selection through the full strategic delivery lifecycle including preparation, implementation and readiness. We evaluate all aspects of change, including the impact to the day-to-day user community.
Proven Results
Alts Data Tech Rollout
Clarendon Partners is leading the implementation of Canoe, a solution that automates the data capture of unstructured Alts data. Our team is supporting requirements definition, workflow design, testing, and go-live activities while ensuring downstream systems are integrated appropriately. With a focus on operational risk, we developed SOC and internal controls, documented procedures, trained resources, and confirmed go-live readiness.
Operational Strategy
Clarendon Partners has a proven approach to assess and design operating and technology frameworks, identifying areas where efficiency and value can be gained by connecting strategy to delivery with scale, accountability, and adaptability.
Data Management
Clients turn to Clarendon Partners to understand and simplify the substantial amount of data and its sources within the alternative investments space. Our experts identify solutions to close information gaps, improve data integrity/compliance and increasingly leverage AI capabilities to add scale and efficient processing while mitigating operational risk.
Optimizing Operations
A top alternative investment firm engaged Clarendon Partners to assess reconciliation and data management. We integrated into daily operations to identify bottlenecks and risks, redesigned processes, and developed a sustainable break management playbook. By coordinating global resources and implementing streamlined workflows, daily par break management was achieved, and cash breaks were reduced by over 50% within weeks.
SIFI Conversion
Clarendon Partners is currently supporting the Alternatives group of a global Systemically Important Financial Institution (SIFI) in a high-stakes platform migration for its largest hedge fund client. Our team coordinates testing and delivery across internal and external stakeholders, including the hedge fund client and a third-party administrator. The effort encompasses the transfer of thousands of data points supporting 70+ reports across 80+ funds, 600+ investors, and over 3,500 interested parties.