Citi report shows asset managers shift innovation focus to operational alpha

Citigroup Inc.

Citigroup Inc.

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  • Citigroup-backed CREATE-Research survey of 221 asset managers with USD 34.8 trillion AUM flags innovation shift toward “operational alpha” over new products.
  • Process change leads priorities at 62%, ahead of organizational redesign at 41%; product innovation ranks third at 28% amid fee pressure.
  • Client responsiveness drives efforts for 83% of firms; 74% target productivity gains, 64% seek stronger operating leverage.
  • Mutual fund-to-ETF conversions seen as top client-value move by 57%, reinforcing ETFs as a core innovation channel.
  • Digital transformation expected to take over five years for 57%; partnerships with third parties viewed as scale lever by 44%.


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