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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 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, and create competitive advantage.

Facing the sanctions challenge in financial services: A global sanctions compliance study
Financial services firms are devoting increasing attentions to sanctions compliance, as they navigate a shifting regulatory landscape in which guidelines are often unclear. This study from the Economist Intelligence Unit was sponsored by Deloitte.
Adding value in a time of volatility: Tax topics for the Financial Services Industry
This report uncovers the impact tax has on key business issues including: tax loss utilization; acquisitions and divestments; compensations and reward; finance transformation; transfer pricing models.
Global Risk Management Survey: Sixth Edition: Risk management in the spotlight
This sixth biannual survey of risk management practices across the financial services industry included responses from over 100 financial institutions around the world with aggregate assets of more than US$19 trillion.

Learn more

  • Publications for the investment management industry
    Recent thought leadership
  • Derivatives trading within European asset management
    Sustaining in a changing environment
  • Wealth management in China
    The private western banks in China
  • South African securitisation survey
    Leading the way

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