Introduction
Why, where, and how are the world’s asset owners driving transformation in 2023?
Since 2021, our “Asset Owners Transformation” survey has been providing a statistical, global perspective on this question – serving as a key input into the change strategies and project planning across the asset owner spectrum. By highlighting the key industry trends and challenges in investment operations transformation, this research is intended to help sovereign funds, pension funds, insurers and all profiles of asset owners to define the right operational journey for them – leveraging the collective experience of the global industry.
Led by Milestone Group, RBC and Citisoft, this year’s survey and report draws on statistical insights from over 150 asset owners globally, with a view to providing specific clarity on a number of key questions:
Our Survey Partners
We are extremely grateful for the support of our 2023 campaign sponsors, who have supported this initiative through planning, outreach and analysis:
Who participated in our survey?
As our survey’s momentum and reach continues to grow, we are delighted to be drawing on more responses than ever in our analysis - giving us a complete and balanced perspective on global industry change. These results are broken down as follows:
Respondent region
Respondent AUM (USD billion)
Benchmark your plans
Are you an asset owner?
Are you looking to drive transformation across your investment operations?
Make sure you use this unique opportunity to benchmark your own change ambitions and journey. Compare your work with over 350 of your global peers today.
Complete our ongoing market survey and you will receive a detailed, personalised benchmarking scorecard to show you exactly how your plans compare with those of other global asset owners