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Whitepapers (2)

Dive deep into the trends, technologies, and practices transforming asset management

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 ... Read whitepaper
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 ... Read whitepaper
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 ... Read whitepaper
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 ... Read whitepaper
whitepaper 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 ... Read whitepaper
whitepaper 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 ... Read whitepaper
whitepaper 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 ... Read whitepaper
whitepaper 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 ... Read whitepaper
whitepaper Moving from client reporting to client communications Reporting functions at most investment managers continue to under-deliver. Not only because they are failing to meet stipulated SLAs or reporting ... Read whitepaper
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