Industry News
Citisoft shortlisted for European Thought Leadership of the Year 2026 Award
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Citisoft has been shortlisted for Thought Leadership of the Year at the Funds Europe Awards, recognising its 2025 Transformation Agenda report — a proprietary analysis of how investment managers are approaching operational and technology change.
Drawing on input from C‑suite and senior functional leaders across global buy‑side firms, the report benchmarks three‑year transformation priorities and highlights where approaches diverge across the market.
What the 2025 Transformation Survey reveals
The 2025 findings point to a clear shift in how firms are approaching transformation — moving beyond isolated initiatives toward more fundamental changes in operating models and data strategy.
Several themes stand out:
- Data is now central to transformation agendas
Firms are prioritising the overhaul of data operations and governance, indicating that fragmented data environments are limiting their ability to scale effectively. - Execution capability is diverging across the market
While some firms are progressing with large-scale change, others — particularly firms with smaller AUM — are facing constraints from limited resources and fragmented operating models. - Third-party models are becoming more prominent
Increased adoption of external providers reflects both the complexity of new asset classes and the need for scalable operating models, particularly in private markets.
Benchmarking transformation priorities across peers
A key differentiator of the Transformation Survey is its ability to place firms in context. Drawing on nearly 70 participants across a wide range of AUM bands — from under $10bn to over $1 trillion — the dataset provides a balanced and representative view of the industry.
For participants, this creates a clear opportunity to benchmark strategic priorities, pace of transformation, and execution maturity against comparable peers.
A shared industry resource
Citisoft’s Transformation Survey is designed as a shared industry resource, capturing both strategic ambition and execution reality. It highlights the practical challenges firms face and supports more informed decision-making across the market.
The findings also inform Citisoft’s broader thought leadership and client engagement, ensuring discussions are grounded in current industry dynamics rather than theoretical trends.
Take part in the 2026 Transformation Survey
We are now inviting participants to contribute to the 2026 Transformation Survey.
By taking part, you will:
- Gain early access to benchmarking insights across your peer group
- Understand how your firm compares on key transformation priorities
- Contribute to a broader, data-driven view of industry change