In September and October 2021, 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, RBC, and Adapa Advisory. This document summarizes the key statistical findings of our campaign so far.
We would love to hear your reactions to these findings and so please reach out if you have any comments or questions.
Download the report by filling out the form on the right to get data on:
Operating models and management of asset allocations
Running an investments operation and diminishing returns on scale
Investments governance and regulatory priorities
Prioritization of consolidation, asset class expansion, insourcing, OCIO, ESG, and technology transformation
Change program drivers and obstacles
Balancing program return on investment with timelines and priorities