Asset Owner Transformation

Asset owners are facing pressures from many directions - but how are these pressures turning into transformation?

Asset Owner Transformation

66% of asset owners have ESG projects underway today

Adding an ESG-lens to portfolio management and governance can not be done overnight. As the central priority for two-thirds of asset owners globally, the question is what projects are we de-prioritising in order to make room for ESG?

Operational Agility is the main….

With new asset classes, new data types and new regulatory requirements all impacting asset owners at once, it is no longer enough to react to every challenge as it arises. Instead, ‘operational agility’ and the ability to scale needs to become a core facet of every asset owner’s infrastructure.

67% of large asset owners see investment governance as…

It is no longer enough for asset owners to view their portfolio performance on the basis solely of returns. Today, the ability to view investments through a second lens of sustainability (and to manage external providers) is crucial.

Do asset owners see operational efficiency decline…

How do we define scale in the world of asset owners? Viewed solely on a cost basis, there seem to be diminishing returns as asset owners grow beyond USD10bn in AUM. But how does this change when taking into account operational risk and governance?

Over 40% of asset owners use Excel…

In an era of data and digitisation, Excel remains pervasive as the main platform for tracking and managing a single view of asset allocations for asset owners – ahead slightly of Master Custodians. Whilst larger firms (and those managing their own investments) do have dedicated systems in place, the scope for improved data management is clear across the industry.

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

Asset Owners Transformation ValueExchange Key Findings
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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

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