The ValueExchange

We're looking forward to attending POSTTRADE 360° next week in #Stockholm. The value we can provide as a team comes directly from the exchanges we have at great events like this. Excited for some great discussions, to reveal our new #logo and #brand, and there will be plenty more to discuss. So stay tuned. Barnaby Nelson, Martin Lawrence and Emma Johnson will be on stage across both days, discussing the latest trends across #custody, #USTreasuryClearing #CSDs #Africa #settlement, #T1, #DigitalAssets, #Proxy Jean-Remi Lopez will be there to talk through all the latest trends from #APAC, and Mark Brannigan to explore the latest plans for the #Xchange. Get in touch if you would like to book a meeting and discuss our recent and upcoming #research.

Barnaby Nelson will join Tim Way from Fireblocks live on LinkedIn today at 11.00am EST / 5pm CEST. 89% of over 600 leaders from banks and corporates have committedd budget to digital asset build, but only 16% are in production. Find out why that gap exists. 👉 Click to attend - https://lnkd.in/ejzvAPns

#webinar How are investment accounting priorities changing in 2026?   🔗 𝗥𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗻𝗼𝘄: https://lnkd.in/etgK2mn3 Join our upcoming 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝗶𝗻𝗴 𝘁𝗿𝗮𝗻𝘀𝗳𝗼𝗿𝗺𝗮𝘁𝗶𝗼𝗻 𝘄𝗲𝗯𝗶𝗻𝗮𝗿 on 𝟭𝟱 𝗦𝗲𝗽𝘁𝗲𝗺𝗯𝗲𝗿, sponsored by FIS.  You'll hear from: 🎙️ Cihan Kasikara, Global Head of Investment Operations, American Century  🎙️ Michael Perkins, Managing Director, Network Management, State Street  🎙️ Sean Kennedy, Global Head of Investment Operations, FIS  🎙️ Barnaby Nelson, CEO, The ValueExchange (moderator) We’ll explore the latest key findings and discuss how firms are responding to:   🔎 Product complexity   🔎 NAV resilience   🔎 Fragmented platforms   🔎 Outsourcing, oversight and process change     When:  📆 𝗧𝘂𝗲𝘀𝗱𝗮𝘆, 𝟭𝟱 𝗦𝗲𝗽𝘁𝗲𝗺𝗯𝗲𝗿 𝟮𝟬𝟮𝟲   ⏱️ 𝟭𝟬:𝟬𝟬 𝗔𝗠 𝗘𝗧 / 𝟯:𝟬𝟬 𝗣𝗠 𝗕𝗦𝗧 / 𝟰:𝟬𝟬 𝗣𝗠 𝗖𝗘𝗦𝗧 #InvestmentAccounting #AssetManagement #FundAdministration #Operations #NAV #OperatingModel #CapitalMarkets #FIS

Did you notice our new design? 𝟳𝟭% 𝘀𝗲𝗲 𝗔𝗜 𝗮𝗻𝗱 𝗻𝗲𝘄 𝘁𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝗶𝗲𝘀 𝗮𝘀 𝗺𝗼𝘁𝗶𝘃𝗮𝘁𝗶𝗻𝗴 𝗳𝗮𝗰𝘁𝗼𝗿 𝗶𝗻 𝘁𝗵𝗲 𝘄𝗼𝗿𝗸𝗽𝗹𝗮𝗰𝗲 📊 Download the key findings: https://lnkd.in/e8JzGQ9c Our 𝗽𝗲𝗼𝗽𝗹𝗲 𝘀𝘂𝗿𝘃𝗲𝘆 𝟮𝟬𝟮𝟲 key findings offer a useful snapshot of how employee expectations are shifting around motivation, technology, flexibility and progression: 🔎 75% of investors had a better-than-expected year 🔎 76% favour flexibility to work from home 🔎 61% see networking events and seminars as critically important 🔎 only 28% feel effort is rewarded with promotion as much as expected This is one of the first releases in our new VX look. Keep an eye out shortly for more. #PeopleStrategy #Leadership #WorkplaceCulture #CapitalMarkets #FutureOfWork #VXinsights

Did you miss it? 𝟰𝟭% 𝗼𝗳 𝗳𝗶𝗿𝗺𝘀 𝗶𝗻𝘃𝗼𝗹𝘃𝗲𝗱 𝗶𝗻 𝗳𝘂𝗻𝗱 𝘀𝗵𝗮𝗿𝗲 𝗱𝗲𝗮𝗹𝗶𝗻𝗴 𝗵𝗮𝘃𝗲 𝗻𝗼𝘁 𝘆𝗲𝘁 𝗱𝗲𝘃𝗲𝗹𝗼𝗽𝗲𝗱 𝗮 𝗘𝗨 𝗧+𝟭 𝗽𝗹𝗮𝗻. 📊 Download the key findings: https://lnkd.in/e5HQjzPW The second EU T+1 Industry Committee readiness survey for H1 2026, with European Securities and Markets Authority (ESMA), shows strong engagement across the market, alongside some clear gaps that still need attention: 🔎 planning levels have doubled in six months, with 58% now implementing their plans 🔎 64% cite counterparty and vendor dependencies as a core concern 🔎 54% have not yet received guidance from their IT or service providers 🔎 83% of firms are actively engaged on T+1 in Europe #T1 #AcceleratedSettlement #PostTrade #CapitalMarkets #EUmarkets #VXinsights

Did you miss it? 𝟲𝟰% 𝗼𝗳 𝗳𝗶𝗿𝗺𝘀 𝘀𝗲𝗲 𝗧+𝟭 𝗱𝗲𝗮𝗹𝗶𝗻𝗴 𝗰𝘆𝗰𝗹𝗲𝘀 𝗮𝘀 𝘁𝗵𝗲 𝗻𝘂𝗺𝗯𝗲𝗿 𝗼𝗻𝗲 𝘁𝗵𝗿𝗲𝗮𝘁 𝘁𝗼 𝗡𝗔𝗩 𝗿𝗲𝘀𝗶𝗹𝗶𝗲𝗻𝗰𝗲 𝗶𝗻 𝟮𝟬𝟮𝟲. 📊 Access the key findings: https://lnkd.in/e-V8hfpG 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗔𝗰𝗰𝗼𝘂𝗻𝘁𝗶𝗻𝗴 𝗧𝗿𝗮𝗻𝘀𝗳𝗼𝗿𝗺𝗮𝘁𝗶𝗼𝗻 with FIS shows how firms are reassessing NAV operating models as resilience, timing and delivery pressures continue to build. Among the highlights: 🔎 41% now prioritise resilience over speed in NAV processes 🔎 48% are ready to invest in a contingent NAV provider 🔎 77% of fund administrators are under pressure to deliver real-time data 🔎 86% expect to accelerate NAV production by 2028 #InvestmentAccounting #NAV #AssetManagement #Operations #T+1 #CapitalMarkets #VXinsights

Did you miss it? 𝗨𝗦𝗗 𝟭.𝟭𝗯𝗻 𝗶𝘀 𝘁𝗵𝗲 𝗮𝘃𝗲𝗿𝗮𝗴𝗲 𝘁𝗶𝗲𝗿 𝟭 𝘀𝗲𝗰𝘂𝗿𝗶𝘁𝗶𝗲𝘀 𝗼𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝘀 𝗯𝘂𝗱𝗴𝗲𝘁 𝗶𝗻 𝟮𝟬𝟮𝟲. And the data suggests it could grow by a further 6–7% in 2027. 📊 Download the key findings: https://lnkd.in/eDMxn4C4 Making every dollar count, in partnership with Broadridge and ISSA - Intl Securities Services Association, looks at the cost of change in 2026. It shows: 🔎 average securities operations budgets are above USD 1bn for tier 1 firms in 2026 🔎 wealth managers and brokers are out-investing peers by at least 25% 🔎 44% of costs are still tied to legacy platforms 🔎 market infrastructure change can create more than USD 13mn in annual cost 🔎 49% of firms are engaged in system replacement #SecuritiesOperations #PostTrade #AssetServicing #CapitalMarkets #InvestmentStrategy #VXinsights

Did you miss it? 𝗗𝗟𝗧 𝗮𝗻𝗱 𝗱𝗶𝗴𝗶𝘁𝗮𝗹 𝗮𝘀𝘀𝗲𝘁𝘀 𝗵𝗮𝘃𝗲 𝗻𝗲𝘃𝗲𝗿 𝗯𝗲𝗲𝗻 𝗺𝗼𝗿𝗲 𝗶𝗺𝗽𝗼𝗿𝘁𝗮𝗻𝘁 𝘁𝗵𝗮𝗻 𝘁𝗵𝗲𝘆 𝗮𝗿𝗲 𝗶𝗻 𝟮𝟬𝟮𝟲. 📊 Explore the key findings: https://lnkd.in/eihTx2FF One of the standout messages from our 𝟳𝘁𝗵 𝗮𝗻𝗻𝘂𝗮𝗹 𝗲𝗱𝗶𝘁𝗶𝗼𝗻 𝗼𝗳 𝗗𝗟𝗧 𝗶𝗻 𝘁𝗵𝗲 𝗿𝗲𝗮𝗹 𝘄𝗼𝗿𝗹𝗱 is that the market is moving further into live activity: 🔎 the average firm is spending 20% more on DLT and digital assets than last year 🔎 12% expect over USD 1bn in monthly DLT transaction volumes in 2027 🔎 27% expect collateral tokenisation to become their largest institutional activity 🔎 71% plan to use stablecoins, while 47% are ready for a digital Euro This edition is especially useful for anyone tracking where budgets, turnover and digital money priorities are becoming more tangible. In partnership with ISSA - Intl Securities Services Association, Accenture, Broadridge and Taurus SA. #DLT #DigitalAssets #CapitalMarkets #Tokenisation #tokenization #Stablecoins #PostTrade #VXinsights

Did you miss it? 𝗛𝗼𝘄 𝘀𝗵𝗼𝘂𝗹𝗱 𝗳𝗶𝗿𝗺𝘀 𝗮𝗽𝗽𝗿𝗼𝗮𝗰𝗵 𝗘𝘂𝗿𝗼𝗽𝗲'𝘀 𝗳𝗿𝗮𝗴𝗺𝗲𝗻𝘁𝗲𝗱 𝗰𝘂𝘀𝘁𝗼𝗱𝘆 𝗹𝗮𝗻𝗱𝘀𝗰𝗮𝗽𝗲, with 𝟰𝟭 𝗖𝗦𝗗𝘀 𝗶𝗻 𝟯𝟲 𝗰𝗼𝘂𝗻𝘁𝗿𝗶𝗲𝘀? Download the report here: https://lnkd.in/e6SHpJAa 𝗖𝘂𝘀𝘁𝗼𝗱𝘆 𝗶𝗻 𝗘𝘂𝗿𝗼𝗽𝗲: 𝗮 𝗴𝗮𝘁𝗲𝘄𝗮𝘆 𝘁𝗼 𝗻𝗲𝘄 𝗲𝗳𝗳𝗶𝗰𝗶𝗲𝗻𝗰𝗶𝗲𝘀, sponsored by BNP Paribas - Securities Services, compares the three main access models (agent bank, investor CSD and ICSD) and looks at how each affects cost, complexity and control. The report covers: 🔎 the main market challenges and pain points 🔎 what different market participants need from their post-trade model 🔎 what this means for operating model choice in practice 🔎 the impact on cost, cash and capital, service model, and risk framework #Custody #PostTrade #CSD #Settlement #CapitalMarkets #T+1 #MarketInfrastructure #BNPParibas #VXinsights #Europe

#webinar Tokenised collateral goes global – what has been achieved, and what comes next? 🖥️ Watch the replay: https://lnkd.in/e-nEPpcb 📊 Download the research: https://lnkd.in/eTyUbTT3 In partnership with Digital Asset, Barnaby Nelson (The ValueExchange), Bud Novin (LSEG), Chris Zuehlke (DRW), Dan Eckstein (Virtu), Elisabeth Kirby (Tradeweb), Joel Stainton (Bank of America) and Joseph Spiro (DTCC) focused on several core themes: 🔎 This is a present tense discussion, and the cost of inaction is measurable 🔎 24/7 markets are forcing change 🔎 The old and new worlds must co-exist; the change won’t be a big bang 🔎 Commercial bank money is the institutional cash solution, not stablecoins 🔎 The roadmap ahead, from testing to MVP; the importance of DTCC’s development and regulatory clarify #Tokenisation #CollateralManagement #Repo #DigitalAssets #CapitalMarkets #VXinsights #Canton