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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 ...
Outlook 2022: Embarking on a Journey of Unprecedented Operational Change
Last year, we observed an unprecedented number of asset managers launch new transformation initiatives. In Outlook 2022, we discuss the trends that ...
To the Cloud: Re-Shaping Asset Management Operations
The journey to today’s modern cloud has been decades in the making both in construct and capability, rooted in an initial vision of offering software ...
An Asset Manager’s Guide to Successfully Execute the Outsourcing Transition
For asset management firms that have made the decision to outsource their middle office but are reticent to take on a transformational project of ...
Outlook 2021: Accelerating Strategic Initiatives in Asset Management
Each year, we think collectively about the trends that we believe will shape the year ahead for our clients and the industry. Usually, these trends ...
Operations and Technology in a Post-Pandemic World
For many asset managers, the fallout from COVID-19 has pushed the operating model to its limits. Through the extraordinary market volatility in March ...
Outlook 2020: A New Frontier in Asset Management Operations
In 2019, game-changing acquisitions and partnerships were forged across the asset management industry. The convergence of software and services along ...
Outlook 2019: The Trek Toward Transformation
Outlook 2019 provides detailed insights into what Citisoft predicts this year will bring for asset management technology and operations including our ...
Innovate or Stagnate: Digitalization in Investment Management
For decades, investment managers have been digitizing information and processes, but we have only recently moved into a new era where firms are ...
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