Despite growing data sophistication, asset owners continue to rely on outdated or repurposed technologies to manage their investments. As a result, costs and risks remain high.
Discover some of the significant challenges facing asset owners and learn how they are approaching transformation projects in Asset Owner Transformation, a report based on the perspectives of 130 asset owners from around the world conducted by The ValueExchange with the support of RBC Investor & Treasury Services, Milestone Group, Citisoft and Adapa Advisory.
Key findings
- 45% of asset owners rely on Excel for asset allocations
- 66% plan to run automation projects in the next three years
- Operational agility tops the list of priorities
Listen to our experts
The Asset Owner Podcast Series provides top insights on the path to transformation for asset owners in Canada and abroad, featuring Ryan Silva, Head of Pensions & Insurance at RBC Investor & Treasury Services, and other leading industry experts.
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Episode 1 - Asset Owner Transformation: Beyond Excel
How are asset owners transforming their operating models and what is driving that change?
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Episode 1 explores the asset owner journey beyond spreadsheets: When is “enough-enough” for asset owners and what are the risks in moving away from tried-and-tested macros?
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Episode 2 - Asset Owner Transformation: Driving change and unintended consequences
How are different external pressures driving change among the world's asset owners—and what hidden impacts are different regulatory models having globally?
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Episode 2 delves into the existential questions that asset owners and pension managers are being asked today—from investment returns to ESG and risk management.
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Episode 3 - Asset Owner Transformation: Shaping the strategic agenda
How are asset owners shaping their transformation agendas in light of huge external pressures to change?
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Episode 3 looks at the roles of operational agility, enterprise-wide planning and “the war for talent” in shaping the asset owner transformation journey.
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Episode 4 - Asset Owner Transformation: Realizing transformation and making new friends
How are asset owners turning countless internal and external drivers into an operational change agenda today?
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Episode 4, the final in our Asset Owner Podcast Series, discusses how asset owners are ”professionalizing their infrastructures,” digging into the challenges of problem definition, the role of project governance, the importance of ”having a plan” and the critical enabler that is stakeholder engagement.
This content is based on information available at the time it was recorded, and is for informational purposes only. It is not an offer to buy or sell, or a solicitation, and no recommendations are implied. It is outside the scope of this communication to consider whether it is suitable for you and your financial objectives.
Additional disclaimer
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.