More Latest publications on real estate & private equity

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  AIFM Directive - Crossing the finish line | Whitepaper

  The plenary vote on the AIFMD is a major step towards the introduction of an EU regulatory framework for the alternative investment management industry.
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  Liquidity risk - Monitoring the flows | Brochure

  You look for a comprehensive assessment of liquidity risk. To help you sail through this great challenge, we have built an expertise you will leverage on.
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  Liquidity risk for investment funds - Succeeding in arid conditions | Brochure

  Liquidity risk is rapidly moving up the agenda of professionals, and is suddenly receiving a great deal of attention from both practitioners and regulators
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  Specialised Investment Funds (SIF) | Whitepaper

  Lightly regulated and tax efficient multipurpose investment fund vehicle including alternative investment strategies.
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  Fair value centre - Valuation services for the private equity industry under IFRS and Lux GAAP | Brochure

  To face a growing demand and best serve our clients, we have set up the fair value centre with a dedicated team combining IFRS and valuation skills.
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  Foreign account tax compliance services - Get ready now | Brochure

  Enacted on 18 March 2010, FATCA undermines the commercial basis on which financial institutions hold U.S. assets and deal with U.S. customers.
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  Harnessing the forces of change: IFRS for investment funds | Whitepaper

  Harnessing the forces of change: IFRS for investment funds, addresses and highlights the major differences between IFRS and the US GAAP.
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  UCITS IV: Are you ready for the new requirements applicable to management companies from 1 July 2011? | Whitepaper

  We inform you on some of the important changes that will have to take place in the organisation of your management company or self managed SICAV.
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  HIRE Act - Issues for management companies, their funds and their service providers | Brochure

  FATCA will impose a 30% withholding tax on payments from the U.S. unless FFI enter into an agreement with the IRS to report all U.S. investors.
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  ISAE 3402 and SSAE 16 (replacing SAS 70) - Reinforcing confidence through demonstration of effective controls | Brochure

  In choosing Deloitte as your ISAE 3402/SSAE 16 source, you choose a firm able to offer the services required to address such a multidisciplinary challenge.
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  Key Investor Information Document - Expertise in its intricate production | Brochure

  The KIID is an important pillar of the UCITS IV directive. Deloitte has analysed this issue and offer you the required toolkit to meet those challenges.
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  KIID survey - Is Luxembourg ready to meet the challenge? | Whitepaper

  This survey has been conducted to assess the state of readiness of the market for the introduction of the KII and the considerations that are now arising.
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  Mastering the AIFMD challenge: a survey - Is the passport worth the pain? | Whitepaper

  Few pieces of EU legislation have attracted as much debate, discussion and passion as the Alternative Investment Managers Directive (AIFMD).
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  AIFMD technical summary - An overview | Whitepaper

  A technical summary of the Alternative Investment Fund Managers Directive adopted by the European Union.
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  Performance issue 8, May 2012 | Magazine

  Post-crisis asset management environment. Challenges and opportunities in financial inclusion. The AIFMD for fund service providers.
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  Performance issue 7 - January 2012 | Magazine

  Fund analytics, regulatory requirement or business opportunity? New tax reporting requirements for foreign investment funds distributed in Italy.
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  Performance issue 6 - September 2011 | Magazine

  Impacts of regulatory changes on asset management operating models. Added value brought to the asset managemers by cross sub-funds investment techniques.
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  Performance issue 5 - May 2011 | Magazine

  Challenges and opportunities for alternative and long-only asset servicing platforms. Fund administration survey 2010/2011. Liability Driven Investment.
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  SPF Private wealth management company | Whitepaper

  Family wealth company with a preferential tax regime and acting only for the management of the financial assets of an individual or a group of individuals.
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  The Luxembourg Stock Exchange - Your premium listing destination | Brochure

  For over 80 years the Luxembourg Stock Exchange has offered innovative products and services tailored to the needs of international issuers.
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  Amended Luxembourg regulatory regime for Specialised Investment Funds - What are the main changes? | Brochure

  The Law of 26 March 2012 amending the Law of 13 February 2007 on Specialised Investment Funds is enforced as from 1 April 2012.
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  UCITS IV: validation of Value-at-Risk models - Capturing your risk model | Whitepaper

  The liquidity crisis was also a failure of risk measurement models. Within UCITS IV, CSSF Circular 11/512 tightens requirements for internal risk models.
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  UCITS IV: Synthetic Risk & Reward Indicator (SRRI) - Not as simple as it might seem | Whitepaper

  The SRRI definitely bears important implications: it will be looked at during the investment decision phase and subject to benchmarking with competitors.
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  UCITS IV: risk management gap analysis - Being ready for new requirements | Whitepaper

  As a result of a growing concern about investor protection and after the last financial crisis, UCITS IV points the need for effective risk management.
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  Outsourcing solution for risk reporting - Enabling effective risk management | Whitepaper

  Risk reporting is an ever-evolving challenge for investment funds: benefit from our regulatory expertise and state-of-the-art risk modelling techniques.