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Innovation and Technology Trends for Investor Reporting in Alternative Investments

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Joe Corlett, Lionpoint; Arthy Kumar, Workiva; Chris Stevenson, Anaplan; Giles Travers, Lionpoint


30 minutes

Key Takeaways

Scenario modeling and reporting have become even trickier these days, as inputs change and investors demand more information more quickly. Some of the largest alternative investment managers are leveraging new technology to support the flexibility and efficiency in the reporting that’s required by investors, industry bodies, regulators, and management teams. 

Join Anaplan, Lionpoint, and Workiva for a look at what leading alternative investment firms are doing. After this webinar, attendees will be able to:

  • Identify opportunities to improve operational efficiencies 
  • Describe how to meet the evolving reporting requirements of investors, regulators, and executive management within alternative investments, including real estate
  • Explain how to automate data and process flows across investments, funds, and investors


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