Asset Owner Transformation: Key Survey Findings

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


Download the survey findings