More than 80% of asset owners are looking to transform their investment operations in 2023—double those planning to do so only a year ago—according to a survey of 179 owners conducted by The ValueExchange. At the same time, more than half of owners are currently using spreadsheets for asset allocation—also up from 2022.
Why, where and how will asset owners bring about change within their operations? Three industry experts—Niki Zaphiratos of RBC Investor Services, Marian Azer of the Milestone Group and Dhanya Dhiraj of Citisoft—provide firsthand perspectives as part of this informative podcast.
"The focus is on asset owners' ability to manage and control their own data."
—Niki Zaphiratos, Managing Director, Business Development
The third party content used in this document/site is not intended to and does not constitute an endorsement by RBC Investor & Treasury Services (RBC I&TS) of the author or the third-party materials. The content and views within the third-party material are solely those of the third party and do not reflect the opinions of RBC I&TS. These materials are provided by RBC I&TS for general information purposes only. RBC I&TS makes no representation or warranties and accepts no responsibility or liability of any kind for their accuracy, reliability or completeness or for any action taken, or results obtained, from the use of the materials. Readers should be aware that the content of these materials should not be regarded as legal, accounting, investment, financial, or other professional advice, nor is it intended for such use.