Significant amounts of metadata in asset management have gone largely unnoticed for many years due to their zero-sum characteristics. That’s because portfolio managers prefer to keep their strategies to themselves as long as possible from competitors..

Technology-enabled efficiences and customer-centric innovations offer distinct potential for growth that extends well beyond the future circumstances. Currently, there is still a perception among business leaders that the use of technology-enabled services has a little or no impact on true business value. Business leaders must be able to access various sources of information to make decisions where they can advance the "art of the possible" - technology systems and platforms that create significant business value.

In a transaction context, sustainable and responsible investments are often described as ESG, which stands for "Environmental, Social and Governance".