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  • Fair value pricing survey, twelfth edition
    Explore our most recent findings on valuation practices in the mutual fund industry: governance, use of market data, and risk top the agenda for 2014 participants.
  • Mutual fund directors digest – Issue 4
    Broad discretion and additional responsibilities included in the final money fund rule may present new challenges for directors.
  • The SEC's focus on cybersecurity: Key considerations for investment advisers
    Read this paper to learn how investment advisers can prepare for the SEC's OCIE cybersecurity examination and identify tactical steps when addressing cybersecurity threats.
  • Investment management fraud prevention
    Learn more about the industry's increased focus on fraud prevention, the demand for greater transparency from investors and best practices employed by firms to mitigate risk.
  • The 2015 essential tax and wealth planning guide
    The Annual Wealth Guide addresses today’s environment to help you make decisions for your long-term tax and wealth planning needs in this more stable landscape.
  • Performance magazine: Adapting to ever changing conditions
    Performance magazine is a triannual digest, dedicated to investment management professionals, bringing you the latest articles, news and market developments.
  • M&A trends report 2014
    New M&A report highlights increased deal activity for corporate and private equity respondents and also reveals the factors that can help impact deal success.
  • Mobile financial services: Raising the bar on customer engagement
    How can investment management organizations galvanize their efforts to increase mobile adoption, leverage mobile devices’ current capabilities, and proactively prepare for the future of mobile technologies? Read our Deloitte Center for Financial Services and Deloitte University Press study to learn more. 
  • 2014 Investment management outlooks: Championing growth
    Deloitte's 2014 alternative investment, mutual fund, and private wealth outlooks explore key drivers that will shape the future growth of the industry in 2014 and beyond.
  • New business and operating models for derivatives: Adapting to and benefiting from shifting regulatory winds
    Read this paper for insights into the potential business strategies institutions should follow in order to remain competitive in the current OTC derivatives market environment and some of the key considerations to implement in support of superior returns.
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