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A digest for global investment managers


Welcome to the U.S.'s first edition of Performance, Deloitte’s topical digest on developments, trends and outlooks in the investment management industry. The positive response from our global colleagues has motivated us to make this informative and interactive magazine available in the U.S.

In this edition, you will find articles on the following topics:

  • Market buzz outlines the main trends in the Spanish mergers and acquisitions market and alpha/beta challenges for traditional investment managers
  • Under tax perspective, this edition details a concrete case study on tax reclaim opportunities and offers an insight into the fiscal impacts behind UCITS IV
  • The regulatory angle tackles an impact analysis on the change of SAS70 norm, describes the implications behind the UCITS IV, and gives interesting views on the Custody Rule
  • Our editorial aim has been to make this edition original and innovative and welcome your comments and suggestions for future topics or articles

To learn more, read the attachment.


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