Investment accounting transformation in 2026

Where are the biggest pressure points in investment accounting today? How are firms responding as valuation complexity, platform fragmentation and commercial pressure on NAV production continue to build?

Investment Accounting Transformation survey – key findings

Where are the biggest pressure points now?

Sponsored by FIS^®, these key findings show that T+1 dealing cycles are now a leading concern for NAV resilience, while firms are increasing focus on contingent delivery models, accelerated production and the cost of operational change.

Inside, you’ll find:

T+1 dealing cycles are the #1 threat to NAV resilience in 2026 for 64% of firms.
48% of firms are now ready to invest in a contingent NAV provider.
86% of firms expect to accelerate their NAV production by 2028.
NAV-related spend now makes up 3.5 basis points in the fund TER.

Upcoming investment accounting transformation webinars

Are you interested in exploring the investment accounting transformation in 2026? Register below:

We’ve partnered with FIS^® to offer you two regional webinars specifically focused on this topic, tailored for different regions.

GLOBAL – Date: Thursday, 9 July 2026
Time: 9:00 AM ET / 2:00 PM BST / 3:00 PM CEST
- Join:
  - Barnaby Nelson, Chief Executive Officer, The ValueExchange (moderator)
  - Cihan Kasikara, SVP of Investment Operations, American Century
  - Sean Kennedy, Global Head of Investment Operations, FIS

APAC – Date: Thursday, 9 July 2026
Time: 4:00 PM SGT / 9:00 AM BST / 10:00 AM CEST
- Join:
  - Jean-Remi Lopez, Senior Advisor, APAC, The ValueExchange (moderator)
  - Sean Kennedy, Global Head of Investment Operations, FIS

During these webinars, we’ll dive into what’s happening in investment accounting in 2026 – with exclusive insights you won’t find elsewhere, shared live by industry professionals.

And don’t forget to look out for more investment accounting transformation insights in our whitepaper coming soon.

Global - Date: July 9th, 2026

Time: 9:00 AM ET / 2:00 PM BST / 3:00 PM CEST

APAC - Date: July 9th, 2026

Time: 4:00 PM SGT / 9:00 AM BST / 10:00 AM CEST

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Investment accounting transformation in 2026

Investment Accounting Transformation survey – key findings

Upcoming investment accounting transformation webinars

Global - Date: July 9th, 2026

Time: 9:00 AM ET / 2:00 PM BST / 3:00 PM CEST

APAC - Date: July 9th, 2026

Time: 4:00 PM SGT / 9:00 AM BST / 10:00 AM CEST

Transform our data into your strategy

Ready to take your strategy to the next level? Have a project idea you want to validate with the market?

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