Outlook 2026—Navigating Scale and Specialization

The investment management industry is entering a new era of complexity and opportunity. Are you ready to lead?

The pace of change is accelerating. Fee compression, product innovation, and technology-driven efficiency are reshaping operating models. In our Outlook 2026, we explore the trends that will define winners in the years ahead—from automation and AI to solution optionality and talent strategy.

This whitepaper is your roadmap to:

• Move beyond tactical AI deployments to strategic adoption.
• Embrace solution optionality and interoperability.
• Building teams fluent in technology, navigate operational complexity, harness AI, and adapt to emerging innovations like tokenization.

Why download?

In this year’s Outlook, we examine the forces driving scale, specialization, and strategic growth across the investment management industry. These themes are not mere buzzwords—they represent a fundamental shift in how firms must operate to remain competitive.

Scale is no longer just about size; it’s about efficiency, resilience, and the ability to adapt quickly. Specialization demands sharper focus on core competencies while leveraging partnerships where required. Strategic growth requires a holistic approach—aligning technology, talent, and data to deliver sustainable value.

Every firm will face these challenges, and the complexity they bring is unavoidable. At Citisoft, we believe it’s time to move beyond incremental change and embrace transformation that is deliberate, integrated, and future-ready.

Download your copy today and prepare for the future.