Operational Alpha: The Hidden Side of Asset Management
How disciplined execution, tax-aware strategies, and scalable technology are redefining where true alpha is created in modern asset management.
How disciplined execution, tax-aware strategies, and scalable technology are redefining where true alpha is created in modern asset management.
When most of the industry talks about alpha, the focus is on investment performance. But increasingly, leading firms are uncovering a different source of value: operational excellence.
In this episode, we explore “Operational Alpha” and how disciplined execution across tax strategy, rebalancing, cash flow management, and reporting can meaningfully improve client outcomes. From tax-loss harvesting and direct indexing to household-level reporting and proposal generation, we break down the often-overlooked infrastructure that powers modern asset management.
The takeaway: in today’s environment, delivering alpha isn’t just about what you invest in, it’s how you execute, scale, and communicate it.
Kyle Fleming is a Senior Manager of Product Development for SS&C Advent, focused on connecting Advisors and their Clients while driving Advisor efficiency through technology. He achieves this primarily through his work on the SS&C Black Diamond® Wealth Platform. Kyle has worked in the financial technology space for over a decade and specializes in product strategy, early-stage product development, and cross-platform initiatives. Kyle is a CFA® charter holder and a member of the CFA Institute and CFA Society of Jacksonville, FL.
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