Strategy & organisation
Challenges
The asset management industry is in constant evolution due to the influence of regulatory changes, product and client evolution, new distribution and asset gathering venues and competitive landscape evolution. The impacts of these market forces result in opportunities as well as challenges where an innovative and forward looking consulting and advisory partner can assist you to maintain your competitive advantage and design tomorrow’s solutions.
For years, Deloitte Luxembourg’s Investment Management practice has been supporting the industry and assisting asset managers of vanilla and alternative assets, service providers as well as distributors in their projects and challenges.
Deloitte services offering
Deloitte can be your partner to help you manage these challenges and new business opportunities by providing you the following services:
Strategy
- Strategy and value proposition review and development
- Business line activities and positioning review
- Best market practices, benchmarking
- Client profitability reporting (Activity Based Costing) and MIS organisation
- Outsourcing / insourcing studies for fund administration, custody and transfer agency services
- Product development:
- Product range review, rationalisation and positioning of product ranges for global distribution
- Product distribution strategy
- Distribution countries opportunities review
Process improvement
- Business processes reengineering and operations reviews (Lean Six Sigma approach)
- Capacity planning tools development, dashboard definition and skills matrix
- Human capital management and development
- Control functions set-up for outsourced activities
- Securities lending (auction process management)
- Total expense ratios analysis and enhancement
System implementation / selection
- Obtain an industry perspective on your IT strategy
- Gain clarity on how to best implement your IT strategy
- Identify an appropriate IT governance model
- Define a consistent set of key IT processes
- Assist in the selection of automated solutions for the complete value chain of the investment funds industry (accounting, transfer agenda, reconciliation, trade processing, investment guidelines monitoring, pricing and securities database, corporate actions, OTC derivatives valuation tools, etc.) and set-up technology hubs
Project and change management
- Programme management for conversion of service providers
- Provide PMO and PMO support in major projects
- Change management and support in major projects involving strategic repositioning
RFP process
- Assistance in the selection of service providers or software providers
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