Asset servicing Innovation

Navigating the landscape of asset servicing presents a myriad of challenges, ranging from the complex nature of corporate actions to the mounting emphasis on ESG governance, prompting a re-evaluation of proxy voting and class action involvement. In light of these dynamics, how are you innovating your operational frameworks to effectively address these hurdles and foster sustainable growth

How, where and why is asset servicing transforming?

Read the report of our latest "Asset Servicing Automation" industry survey - led by ISSA with the support of Broadridge and DTCC. Providing statistical insights from market practitioners around the globe, this survey is designed to give you a uniquely practical perspective of where and how firms are driving automation in 2024.

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Asset Servicing Automation 2024: survey key findings and expert insights

What is the case for asset servicing automation in 2024 and where are firms focusing today in reducing cost and risk across corporate actions and proxy voting?

Drawing on the latest statistical insights from our “Asset Servicing Automation 2024” industry research campaign (led by Broadridge, DTCC and ISSA), John Kirkpatrick (of Broadridge), Scott Grant (of Broadridge) and Patrick Barthel (of DTCC) discuss today’s challenges, ambitions and change journeys in the specific context of spiralling volume and cost growth in 2024.

Dive deep into transformative projects led by industry trailblazers

Watch our latest Corporate Actions Change Maker Forum and gain insights that could help you redefine your approach

How and where is the corporate action challenge impacting investors and beneficial owners today?

Download our latest report, written with DTCC, to help frame corporate actions through an investor’s lens

Proxy Voting and Class actions
Today’s ESG challenge

ESG governance pressures are driving a landmark shift in proxy voting and class action participation from across the investor spectrum. But what volume charges are you seeing in your business, where are you seeing new risks emerge and how are you reshaping your operations to scale in these crucial areas?

Read our key findings including statistical insights and expert analysis from leading specialists.

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The importance of shareholder governance to today’s ESG agenda

How important is shareholder governance? What needs to be done to fix the current issues on shareholder governance?

With expert insights from Bill Hodash (ISSA), George Harris (FIS), Michael Kempe (Proxymity) and Vicky Dean (Goal), we explore the current challenges in shareholder governance impacting today’s ESG and the solutions for a brighter future.

Reimagining the Corporate Actions Operating Model

How can we build scale into our corporate actions today? In the face of numerous challenges across the event lifecycle, how and where are we transforming our operating models to support growth?

Read the full story including statistical insights and expert analysis from leading specialists

Reimagining Corporate Actions Operating Model by The Value Exchange
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Reimagining Corporate Actions: What is the right operating model for today's world?

With volumes reaching historical peaks and people challenges at their most acute, how can all profiles of market practitioners drive scale in their asset servicing?

Following the release of our "Reimagining Corporate Actions" global research key findings, this discussion brings together Madhukar Ramu (of S&P Global Market Intelligence), Dan Thieke and Stephen Ridley (both representing ISSA) to dig into the key factors at play in shaping the right operating model for your back office today.

Download the Key Findings here - or reach out to us at info@thevalueexchange.co if you'd like to talk through these data insights in more detail.

Australian Corporate Actions Report

Australian Corporate Actions

In one of the world's most complicated corporate actions markets, how is the industry increasing STP levels and removing risk today?

Download our insight report on Australian corporate actions here – including statistical insights and expert analysis from leading specialists.

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Corporate Actions in an Australian Context: where can we be looking to transform?

Australian corporate actions are complicated and, like many markets around the world, in need of more automation.

In the context of our ongoing "Australian Corporate Actions in A Global Context" survey, it's fascinating to be able to dig deep into the topic with Tim Hogben and Jamie Crank from the ASX. Their expert insights and experience give huge optimism about the pace of change in this space - with a clear change path for each of us.

Proxy transformation in Australia &
New Zealand

Proxy voting is rising to the top of the strategic agenda for issuers and investors across the globe. As shareholder engagement rises sharply, how ready are our investment operations to scale? Where are the problems today in our operating models and what is the case for transformation?

Discover the key findings on Proxy Voting in Australia and New Zealand: including statistical insights and expert analysis from leading specialists

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How issuers, custodians and investors are making the case for major transformation in their proxy voting

How are governance and investor changes putting pressure on our proxy voting processes in Australia? And how able are we to react?

With expert insights from Dean Little (Proxymity), Scott Hudson (Computershare) and Ian Matheson (AIRA), we explore the common challenges, motivations for change and areas that most need our attention - as we look to grow our engagement and voting volumes in the near future.

Corporate Action Transformation
in South Africa

Like many markets, corporate actions in South Africa are highly manual and face significant challenges in scaling today. But with the issues of manual data processing more acutely felt by South African issuers, custodians, brokers and investors than in other markets what is the case for market-wide transformation?

Read the key findings on Corporate Action Transformation in South Africa: including statistical insights and expert analysis from leading specialists

Full Key Finding of corporate actions in 2021-Is it all about data

Corporate Actions 2021: Is it all about the data?

Corporate action errors are costing each of us more than USD2m per year - and data is the root cause for 56% of these errors. What can we do to change that?

Read the full story here: including all of the statistics and expert insights that you need to plan ahead

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Corporate Actions 2021: Key Findings explained

With 56% of our costs of a corporate action made up by data sourcing alone, what can be done to reduce the cost and risks that we carry every day.

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Read the Key Findings report here: including all of the statistics and expert insights that you need to plan ahead

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Download the key statistical insights from our industry-wide research here

Download the key statistical insights from our industry-wide research here

Download the key statistical insights from our industry-wide research here

Download the key statistical insights from our industry-wide research here.

Download the key statistical insights from our industry-wide research here

Read the full story here: including all of the statistics and expert insights that you need to plan ahead

Download the key statistical insights from our industry-wide research here

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