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whitepaper
Session Report: Investment Data Management in 2023
In April 2023, we participated in an industry roundtable in Copenhagen, attended by over a dozen senior operational leaders across Nordic pension, ...
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whitepaper
Outlook 2023: A Solutions Market Renaissance
Over the past year, we have seen enormous change in the vendor landscape. In 2023, we anticipate ongoing changes to technology, services, and ...
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whitepaper
The Next Frontier in Insurance Operations: Solving for the Evolution of the Insurance Operating Model
The world of insurance asset management has changed drastically in the past decade—insurers now face the unique challenge of investing in ...
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whitepaper
Asset Owner Transformation: The Unavoidable Case for Change
In September and October 2021, the Value Exchange launched an industry-wide benchmarking campaign to map out the case and path for change amongst ...
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whitepaper
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 ...
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whitepaper
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 ...
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whitepaper
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 ...
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whitepaper
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 ...
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whitepaper
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 ...
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