Whitepapers
2026 Transformation Agenda: How firms are transforming for growth, AI and scale
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How Investment Firms Are Responding to Complexity
Citisoft surveyed over firms across the buy-side to benchmark transformation priorities, operating model challenges and investment plans over the next three years.
The findings reveal an industry focused on managing complexity. Growth across private markets, expanding investment mandates, AI initiatives and increasingly interconnected operating models are placing new demands on data, technology and operational infrastructure.
Inside the report
- Where asset managers are deploying AI and why many initiatives are encountering delivery challenges
- Why data transformation remains one of the industry's most enduring investment priorities
- How growth ambitions and operating model complexity are reshaping firms in the $100-500bn AUM segment
- The transformation priorities dominating industry roadmaps through 2028
- What is preventing transformation programmes from progressing as planned
Citisoft's Transformation Agenda provides a benchmark of where the industry stands today and where investment managers are directing change next. Compare your organisation's priorities, progress and challenges against firms of similar size, operating profile and transformation maturity.
Download the report today.