Investment Management Advisory
Are you equipped for change?
We recognise the increasing complexity of the world in which the investment management industry operates. We track the pressing trends and issues, and assess the implications for our clients.
If you are an investment manager, promoter or service provider we understand that you are facing multiple challenges not least from regulatory changes and market efficiency initiatives but also through increased competition, product evolution and increased scrutiny resulting from the global financial crisis.
Read our Investment Management Advisory flyer here.
Our unique cross-functional approach
Deloitte has the depth and breadth of multi-disciplinary skills to understand your business.
Responding effectively to key changes in the competitive and regulatory landscape requires a multi-faceted approach with skillsets and resources that are not always readily available to individual companies.
Our Investment Management Advisory practice combines regulatory, operational, assurance/risk and strategic expertise to enable you to successfully manage change and capitalise on opportunities.
As the world’s only full-service professional advisory organisation, our unique cross-functional approach sets us apart.
Our bespoke service
Whether your company requires a gap analysis, process review and recommendations, compliance advice or complete project management, we can tailor our services to suit your needs.
Some of the areas that the Investment Management Advisory Group can assist you with include:
| Regulation | Operational | Assurance/Risk | Strategic |
|---|---|---|---|
| Alternative Investment Fund Managers Directive | Foreign Account Tax Compliance Act | New SAS 70 (ISAE 3402) | M&A and post merger integrations |
| MiFiD | FIN 48 | Operational risk management | Due diligence |
| UCITS IV & V | Operational streamlining | Risk management | Valuation |
| Dodd-Frank Act | AML | Information security | IPO |
| Capital requirements | Cost reduction/ reviews | Agreed Upon Procedure's reports | Domicile decisions and re-domiciling |
| Corporate governance | Data analytics/ GIPS | Internal audit | Distribution models |
| Product structuring | Secondments | Accounting opinions | Liquidations |
| Service provider set up | Operational Taxes | Forensic | Recruitment |
Deirdre Power