Asset Owner Transformation in 2023

Earlier this year, the Value Exchange launched an industry-wide benchmarking campaign to map out the case and path for change amongst global asset owners with the support of Citisoft as well as the Milestone Group, and RBC. Our final report covers findings from this survey as well as conversations with asset owners across the globe.

By highlighting the key industry trends and challenges in investment operations transformation, this research is intended to help sovereign funds, pension funds, insurers and all profiles of asset owners to define the right operational journey for them‚ leveraging the collective experience of the global industry.

Download the report by filling out the form on the right to read more on these topics:

  • Today's operating model, and an increasing reliance on spreadsheets.
  • The accelerants for an industry-wide uptick in change programs.
  • Which thresholds make transformation inevitable.
  • Complex challenges faced by asset owners, and common threads where projects fail.

Download the report