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Performance Newsletter

Keeping you updated

Performance is a triannual digest, dedicated to investment management professionals, which brings you the latest articles, news and market developments from Deloitte’s professionals and clients.

Latest issues

Performance issue 14, May 2014 (article)
This 14th edition of Performance catalogues how institutional investors are once again pushing those borders as they more fully embrace alternative investments.
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Performance issue 13, January 2014 (article)
Now is the time for asset managers to redesign their global operating model. The future of asset management - Davids and Goliaths? Power law investing.
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Performance issue 12, September 2013 (article)
Now is the time for asset managers to redesign their global operating model. The future of asset management - Davids and Goliaths? Power law investing.
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Performance issue 11, May 2013
Optimisation of the trade management cycle in the investment industry. Investment Funds’ performance and Financial Transactions Tax. AIFMD Remuneration.
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Performance issue 10, January 2013
Refining the target operating model. Real estate senior debt funds. Recent asset management regulatory changes in China.
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Performance issue 9, September 2012
Social media - A splendid opportunity for fund promoters and asset managers. Art-secured lending - Unlocking the liquidity of your clients' art collections.
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Performance issue 8, May 2012
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
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
The impacts of regulatory changes on asset management operating models, Added value brought to the asset management industry by cross sub-funds investment techniques, Asset management in a post-crisis environment, etc.
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Performance issue 5, May 2011
Challenges and opportunities for alternative and long-only asset servicing platforms. Fund administration survey 2010/2011. Liability Driven Investment: a simple approach to a complex problem. A break for overseas chinese investment seekers?
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Performance issue 4, January 2011
Marketing financial products towards increased client protection and harmonisation of practices. The evolving private equity market in China. Why should art be considered as an asset class?
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Performance issue 3, September 2010
This edition outlines the main trends in the Spanish mergers and acquisitions market, details a concrete case study on tax reclaim opportunities and offers an insight into the fiscal impacts behind UCITS IV. It also tackles an impact analysis on the change of SAS70 norm.
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Performance issue 2, April 2010
A short summary of cross border distribution of collective investment schemes in the US. The introduction of an extended Qualified Intermediary program. ETF - A trillion dollar baby. Current securities lending market themes. Applying multi-boutique strategies in the quest for alpha. UCITS: the battle for Asia.
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Performance issue 1, December 2009
Hedge funds lite. Islamic finance in a nutshell Life settlement. New fiscal requirements for offshore funds in the UK. UCITS IV management companies. The 10-minute fund sales agreement 28 Non retail offshore funds.
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Contacts

Name:
Stephen Paris
Company:
Deloitte
Job Title:
Leader Financial Services Industry
Phone:
+356 23432000
Email
sparis@deloitte.com.mt
Name:
Patrick Mangion
Company:
Deloitte
Job Title:
Senior Manager
Phone:
+356 23432432
Email
pmangion@deloitte.com.mt