Methodology

This white paper, in partnership with Broadridge and ISSA, reflects the findings from our ‘Broadening Asset Servicing’ survey conducted in the summer of 2025 and the insights of the 272 industry experts who collectively answered the following questions:

How is asset servicing transforming? And is the industry succeeding in realising scale and efficiency across corporate actions, proxy voting, class actions and tax reclaims?

This Key Findings section summarises the data insights from the ValueExchange’s “Broadening Asset Servicing” industry survey in June 2025 (in partnership with ISSA and Broadridge). The survey gathered responses from 272 leading experts around the world.

Average STP rates event segment (and by event type)

This is a discussion document – and so we look forward to talking through these results together with you soon. We would welcome your thoughts or questions at info@thevalueexchange.co

We received broad representation from all corners of the globe with significant representation from North America (47%), Europe (30%), and Asia-Pacific (18%).

All sectors of the securities industry are accounted for, including issuers, global custodians, local custodians, brokers, investment managers, and FMIs. Their responses to the survey have identified the pressure points facing the industry and show how firms are responding to today’s challenges.

These data-driven insights were then complemented with in-depth interviews with the industry’s asset servicing leaders – their ‘on-the-ground’ stories provide the narrative that connects the data points.