Investment management

Investment managers are facing a new level of complexity in their businesses, with the many recent changes in the regulatory landscape. Executives of private equity firms, mutual funds, unit trusts, hedge funds and other wealth managers are all grappling with new ways to conduct their businesses in the ever-changing global markets.

The Deloitte member firms’ investment management practice provides global resources and global capabilities, yet with a local presence – with a clear understanding of the client’s market and way of doing business. Through this network, professionals around the world serve their clients locally while drawing upon the global network’s considerable global resources. The investment management industry experience of the Deloitte member firms enables our experts to deliver tailored solutions to help our clients address today’s challenges, maximize market opportunities, create competitive advantage, and understand regulatory changes, globalization, advances in technology and the changing demands of their customers.

Featured insights

  • Complying With the New Balance Sheet Offsetting Disclosure Requirements: 10 considerations for asset managers
    Complying with the new disclosure requirements may present operational and technical challenges for asset managers. Investment companies may have a variety of data-tracking systems, especially if they use multiple service providers or different sub advisers.
  • IFRS for Investment Funds 2012: Elements for successful growth
    As the global economy appears to be emerging from the financial crisis, global investment managers look for opportunities and markets for their strategies and products to be successful and where the accounting standards must be understood. This document helps provide clients with descriptive examples, including a variety of industry disclosures with sample financial statements.