Risk Management and Valuations
Taking a calculated approach
The market turmoil in recent years has underscored the importance of risk management with investors, regulators and industry commentators setting new expectations for effective risk management. Investment management businesses are re-examining their approaches to risk management, including their risk frameworks, governance and methodologies.
Boards of directors and senior management are taking a more active role in providing oversight of risk management with a regulatory emphasis being placed on risk management independence and the development of risk management policies and frameworks tailored to the nature, scale and complexity of the business.
Deloitte Investment Management Advisory offers a range of services to cater to your risk management and valuations requirements.
Risk Intelligent Enterprise Management
Investment management businesses face wide-ranging strategic, operational, compliance and financial risks. We can help you tackle not only the readily apparent business risks facing your company — security and privacy, regulatory compliance, technology, fraud, financial risk and more — but also the risks that threaten your business strategy and future growth. In addition to our general risk enterprise services, we offer a range of investment funds specific risk management and valuations services.
Risk Management for funds
- Risk management compliance solutions to meet the requirements under UCITS IV, AIFMD and MiFID
- VaR model validation, stress testing, back-testing
- Liquidity, leverage and counterparty risk assessment
- Risk management process review and implementation of new controls and procedures
- Drafting of risk management policies and procedures
- Risk management training
- Calculation of solvency ratios under CRD III, Basel II, Solvency II,
Valuations services for funds
- Valuations compliance with UCITS IV and AIFMD
- Independent validation of valuation models
- Advice on valuation governance / valuation committees
- Review of market data used to feed pricing models
- Identification of product range
- Identification and due diligence of potential external service providers
Learn more
Global risk management survey, seventh edition
Navigating in a changed world. The survey assesses the state of risk management in the new environment.
Risk Intelligent Enterprise Management
Running the Risk Intelligent Enterprise
Look before you leap
Managing risk in global investments
Managing global risk video
Deloitte Insights video discussing approaches to risk among organisations investing globally and particularly in emerging markets
Global financial services security survey 2010
The new decade marks a turning point for information security policy
Link'n learn
Contact us
Colm McDonnell
Partner, Enterprise Risk Services
T: +353 1 417 2348
Christian MacManus
Partner, Audit & Advisory
T: +353 1 417 8567
James Brighton
Director, Audit & Valuations
T: +353 1 417 2234
Or any member of our team