ASSET MANAGERS

THE BOUTIQUE AND MIDDLE MARKET BREAKPOINT: EMBRACING ENTERPRISE SOLUTIONS FOR STRATEGIC GROWTH

This white paper is in collaboration with Alpha FMC.

Across the industry, boutique and middle market asset managers ranging from around $5 billion up to $100 billion AUM are reevaluating their operating model. For smaller firms, the decision to adopt enterprise solutions is often complicated by competing priorities: limited internal resources, legacy headwinds, and concerns over cost and disruption. And yet, standing still is no longer viable. The pace of market change is too fast, and the operational and client demands are too high.

Alpha has seen this firsthand. As we work with boutique and middle market asset managers globally, the message is consistent: technology transformation—including leveraging AI—is no longer an initiative to explore “someday.” It is a necessity. Delaying not only impacts internal efficiency and client delivery, but risks falling behind in a landscape where agility and transparency are table stakes.

As the distinction between public and private assets blurs, BlackRock Aladdin® sees this same urgency across its client base driving the need for a common language across portfolios. To navigate the increasing complexity of the changing landscape, our asset manager clients require technology that can help accelerate their nimbleness and scale, while providing a platform that supports innovation—whether that be investing in private markets, launching new investment vehicles, or integrating wealth and institutional books of business. This shift is not limited to large asset managers: it’s across the full spectrum including boutique and middle market managers.

In this white paper, we explore how these firms can transform their operations and unlock new growth through digital transformation.