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Investment Management

The changing regulatory landscape, outsourcing of back-office functions, and talent retention are just some of the issues currently on the agenda for investment managers.

How do you make sense of the current market – and how can you turn that into profitability and competitive advantage?

At Deloitte we recognise there are no “one-size-fits-all” solutions. Our clients range from hedge funds and private wealth managers to bank-owned investment managers and state and sovereign wealth funds. In each case we apply our sector expertise to help them to address the critical issues that face their particular business.

Investment Management research and insights

  • Investment Management Regulatory Update
    In the closing quarter of 2011 there continued to be a number of international, European and UK regulatory developments affecting the investment management sector. This update summarises these developments, highlighting the key changes and their impact on UK investment management firms.
  • The CASS Resolution Pack
    With implementation of firms' CASS Resolution Pack due by June 2012 (according to the current proposals), this bulletin reviews the key implications for in-scope firms and details the various documents which are required to ensure compliance.
  • Retail Distribution Review – Shaking up investment management?
    This paper explores some of the direct and indirect impacts investment managers will face as a result of the RDR, as well as identifying those groups who are either best placed to take advantage of, or likely to be most challenged by, the changing landscape.
  • Asset management in a post-crisis-environment: Reconsidering profitability
    This article looks at the reasons why asset managers should focus heavily on profitability, reviews current industry trends, and highlights a series of drivers which asset managers should consider to ensure profitability-related initiatives deliver sustainable benefits in this more challenging, mature and increasingly competitive market.

Investment Management issues and trends

  • Alternative Investment Fund Managers Directive (AIFMD)
    The AIFMD will impact how Alternative Investment Fund Managers distribute their funds, cross-border or otherwise; how they pay their people and how they operate their business.
  • Retail Distribution Review
    The changes required as a result of the RDR are likely to have wide reaching impacts across organisations in the retail investments market.
  • M&A in Investment Management
    The Investment management sector is seeing an increasing trend in transaction activity, driven by a range of factors which include: a drive for scale and synergies; building distribution capability; entering new geographic markets or; expanding into higher margin asset classes.
  • Regulation and Risk Management
    Sound governance has long been recognised as the foundation block of good organisational management but recent failures in the banking sector have highlighted the importance of effective challenge.
  • Asset pooling
    In today’s market, with low returns and growing cost consciousness, asset pooling is an idea whose time has come.
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Useful links

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  • In the press
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  • Contact us

Highlights

  • AIFMD Alert – Briefing
    ESMA’s Final Advice
  • Retail Distribution Review – Platforms
    Platforms: PS11/9 signals the start of a frenetic period
  • Dodd-Frank - Registration under the Investment Advisers Act
    The Dodd-Frank Wall Street Reform