2007-2010 Wealth management and Investments Insights
Welcome to Deloitte's Wealth management and Investments Insights. Keep up-to-date with the latest thinking on key industry topics with our catalogue of publications, articles, research studies, industry surveys, discussion papers, abstracts, podcasts, webcasts, newsletters and hot topic features. View related studies and reports on the global Deloitte website.
|Measuring the forces of long-term change: The 2010 Shift Index
Uses three indices and 25 metrics to track performance trends. Looks at the role of passionate workforces in achieving growth.
Deloitte LLP Center for the Edge Report, November 2010 | 198 pages
|Regulatory Review: Navigating change
Reviews the long-awaited proposals to reform capital and liquidity management , as well as US regulation of financial institutions.
Regulatory Review (Quarterly), October 2010 | 28 pages
|Outsmarting the fraudsters in the superannuation industry
Reviews current trends in fraud and cyber-crime from traditional identity theft in the mail and social engineering to using technology.
Forensic Foresight, October 2010 | 12 page
|Assessing the implications of US financial regulatory reform
For legal entity/structure, capital, data and business information, governance, people and culture, and regulatory change management.
Deloitte Center for Banking Solutions, August 2010 | 12 pages
|Positioning for a new financial landscape
Examines views on the GFC's impact on strategy/operations, customers/products, risk, regulation, capital/liquidity, and etc.
Global executive survey, July 2010 | 24 pages
|Cooper Review: Deloitte review of the recommendations
Comprehensive site providing background and review of current recommendations.
Deloitte feature, July 2010 | multiple items
|Regulatory Review - Insight, improvement and intelligence
Reviews the Rippoll, Cooper , Henry and Johnson review recommendations, the focus on market misconduct.
Regulatory Review, July 2010 edition | 24 Pages
|Model Managed Investment Scheme Annual Report
Assists in preparation of annual financial reports for a managed investment scheme in line with Australian accounting standards.
Deloitte guide, June 2010 | 15 pages
|Evolving operating models in the hedge fund industry
Reviews post GFC business models for greater transparency, higher frequency reporting & reduced single source supplier risk.
Deloitte point of view, June 2010 | 24 pages
|The challenge for dominance: ETFs vs. mutual funds
Compares exchange traded funds (ETFs) with mutual funds (MFs) & evaluates the potential of ETFs to challenge MF market dominance.
Deloitte perspective, June 2010 | 24 pages
|ASFA risk management best practice: Deloitte paper
Pauline Vamos from AFSA and Tony Brain from Deloitte talk about changes to risk management practices in superannuation.
Deloitte paper, Deloitte TV, May 2010 | 5 mins 26 secs
|Coping with complexity: leadership in financial services
Seven principles for leaders to consider when addressing a rapidly changing marketplace, regulatory environment & consumer demand base.
Deloitte perspective, February 2010 | 24 pages
|Dynamics of the Australian superannuation system
Analyses the future market based on projected inflows to and outputs from the system, using Deloitte's comprehensive Super model.
7th annual Deloitte report, March 2009 | 40 pages
|Governance of superannuation funds
A survey of current governance practices, identifying opportunities & recommendations for further improvements in governance.
Deloitte report, March 2008 | 24 pages
|Global Banking Outlook report 2007: issues on the horizon
Area of focus include hedge funds, cost cutting, offshoring, branch strategies and anti-money laundering.
Deloitte report, December 2007 | 16 pages