
How diversifying its asset portfolio revitalized one company’s teams and business
- Holding up the mirror. Facilitators invited participants to integrate external views of their function by presenting them with stakeholder interviews gathered from within and external toAIA.
- Be willing to challenge and be challenged. Co-developing future-proof solutions involves healthy pressure – and this meant that open discussion was critical to the success of the program. When it came to developing prototypes for a new Target Operating Model (TOM) and the launch of the trading desk COE, design thinking was used to constructively challenge the approaches developed. Fears and objections were voiced and discussed, and as a result, commitment and buy-in for the transformation soared.
- Developing mindset and skills. A new organizational structure and new operating model requiredupskillingand ownership from all levels of the Investment function. The hierarchical form of management was replaced with a more agile and regionally responsive model, and this led to the creation of an enabling information sharing structure. Additionally, the CIOs’ roles changed to being more actively involved in running the business. The change in title to Business Chief Investment Officer (Business CIO) reflected this fundamental shift in mindset and responsibilities.
- Engaging the heart and the mind. Analytical sessions provided the rational case for change and workshops focused on trends around demographics, savings habits, risk profiles, regulations, asset portfolios, interest rate fluctuations and so on. For the heart, a more personal approach was needed. The transformation involved a certain level of discomfort, as roles and designations would change. To mitigate this, participants completed a suite of personal assessments that they explored in one-on-one sessions withIMDcoaches enabling a safe space for fears and hopes to be voiced.
Research Information & Knowledge Hub for additional information on IMD publications
Executive Programs
Upcoming Events

Future-ready organizations that focus on the energy transition and accelerate along with it will reap the benefits.

Explore how leaders can reframe post-summer blues into growth. Michael Watkins & Brenda Steinberg share advice on reflection, energy & change.

Stephan Jansma, CFO at Trafigura, shares how today’s finance leaders must navigate global disruptions, manage liquidity in high-volatility markets

Firing on all engines, Unilever’s ‘crown jewel’ is scaling digital, talent, and strategy to lead growth in India’s fast-approaching $5tn economy.

Harvard’s Daniel Ziblatt urges business leaders to defend democracy before it’s too late, warning how power can corrode from within.

In complex situations, expertise can hold you back. Explore seven mindset shifts for unexpecting the expected and navigating uncertainty with greater agility.

Mars CEO Poul Weihrauch shares how long-term family ownership enables purpose-led leadership, sustainable growth, and ethical decision-making at scale.

Have you ever wondered why AI and sustainability seem so promising, yet so often fail to take off inside traditional companies? Or why, despite their potential synergy, AI and sustainability are so rarely pursued together? Too often, companies tre...

Sustainable corporate change is a challenging feat to pull off. Julia Binder examines the barriers and drivers of change to increase your chances of success.
Having led others for so long, executives close to retirement often struggle with the prospect of leaving and slowly fading into the background. In this guide, Michael Watkins and Chris Donkin outlined how senior leaders can plan, prepare, and eve...
in I by IMD
Research Information & Knowledge Hub for additional information on IMD publications
Research Information & Knowledge Hub for additional information on IMD publications
in I by IMD
Research Information & Knowledge Hub for additional information on IMD publications
Research Information & Knowledge Hub for additional information on IMD publications
Research Information & Knowledge Hub for additional information on IMD publications
Research Information & Knowledge Hub for additional information on IMD publications
Research Information & Knowledge Hub for additional information on IMD publications
Research Information & Knowledge Hub for additional information on IMD publications
in I by IMD
Research Information & Knowledge Hub for additional information on IMD publications
Research Information & Knowledge Hub for additional information on IMD publications