Post by AlternativeSoft

Most family offices managing half a billion dollars or more are still running their portfolio construction on spreadsheets. Not as a temporary fix. As permanent infrastructure. The BNP Paribas Asia-Pacific Family Office Report 2026 found that spreadsheet over-reliance and manual processes have now overtaken cybersecurity as the number one operational concern across family offices. Campden Wealth and RBC 2025 data puts the number still relying on spreadsheets at 65%. That number has barely moved in three years. What has moved is the cost of staying there. We have just published a whitepaper that makes the case for why this matters more in 2026 than it ever has - and what the analytical infrastructure that replaces it actually looks like, including the agentic AI layer that has arrived in the past twelve months and is already changing what smaller allocators can do without increasing headcount. The paper covers the governance gap that spreadsheet dependence creates, the real cost of that dependence in labour and operational risk terms, three illustrative case studies including a new 2026 case on AI layer adoption, a full vendor comparison table, and specific recommendations for family offices, wealth managers, pension funds and their regulators. It is written for the CIO, COO or investment director who knows the problem exists but has not yet made the case internally for fixing it. This paper makes that case. Read it here: https://lnkd.in/eD6gG_YS #FamilyOffice #PortfolioConstruction #InstitutionalInvesting #WealthManagement #OperationalRisk #AlternativeSoft #AgenticAI #PensionFunds #Endowments #FinTech #InvestmentTechnology #Governance #AlternativeInvestments J.P. Morgan AIMA - The Alternative Investment Management Association