Asset Servicing: a new dialogue to connect issuers to investors

After over four decades of challenges in the communication and processing of corporate events across the securities lifecycle, what can be done to drive improvement and new efficiencies in today’s world?

A recent roundtable hosted by Citi in London, which gathered representatives from every step in the asset servicing lifecycle, brought new vision and structure to a challenge that is often believed to be past solving.

At their core, asset servicing activities have arisen to facilitate the communication between issuers and their investors. Over decades, as financial systems and instruments have become more complex, the asset servicing ecosystem has expanded to a dizzying number of participants with specialized roles. Despite efforts to standardize, regulate and introduce new technologies, automation rates for corporate actions have actually declined in 2024/2025¹, increasing both the time it takes to manage a corporate action from end to end, and the number of potential issues that arise in that process. As a result, issuers and investors are further apart than ever before.

Yet new voices, new industry models and new pressures are forging a new optimism and hope for a new form of corporate action conversation in the future.

Moderated by Barnaby Nelson, CEO of the ValueExchange, this roundtable discussion offers a behind-the-scenes view of why this process is so difficult before exploring solutions that may offer a viable path forward.

Participants include:  

• Paul Conn, President, Computershare 

• Kamal Iberraken, Global Head of Product and Strategy for Investor Services, Euroclear 

• Andy Myers, Chief Product Officer, Proxymity 

• Amit Agarwal, Head of Custody, Investor Services, Citi 

• Jeff King, Global Head of Asset Servicing Product Management, Investor Services, Citi 

• Rebekah Button, Director, Asset Servicing Product Management, Investor Services, Citi 

• Barnaby Nelson, CEO, the ValueExchange 

• Anonymous, Global Head of Asset Operations, Tier 1 Asset Manager 

• Anonymous, Head of Corporate Actions, Tier 1 Broker/dealer 

• Anonymous, Chief Operating Officer, Leading European Asset Manager 

Download the report to discover insights from the roundtable including:  

• Why current processes are failing both issuers and investors 

• The root causes of inefficiency in the asset servicing lifecycle 

• How technology can transform corporate actions 

• Innovative solutions emerging in different markets