What's driving asset owner change?

Full report now available

Why, where and how are the world’s asset owners transforming their investment operations?  Find out in the Asset Owner Transformation 2023 report published by The ValueExchange in partnership with RBC, Citisoft and the Milestone Group. Based on a survey of 150 asset owners from across the globe, the report examines change strategies across the asset owner spectrum, including the following highlights:

  • Key areas of change are:
    • Asset allocation
    • Investment Book of Record
    • Cash management
    • Reconciliations
    • Shareholder governance
  • Project activity has doubled
  • Error reduction is far ahead of cost reduction and growth as change drivers
  • People are the central challenge in driving change

Spreadsheets are becoming even more popular among asset owners.

—Asset Owner Transformation 2023


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The ValueExchange, Asset Owner Transformation 2023, November 2023