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Investment Management

Just when investment managers were getting used to doing business under extreme pressures, a new level of complexity has emerged. We help rise to the challenges and capitalize on opportunities by providing specialized knowledge of the wide range of operational, technological and regulatory issues surrounding the industry.

More Featured insights

  • Fair value pricing survey, twelfth edition
    Explore our most recent findings on valuation practices in the mutual fund industry: governance, use of market data, and risk top the agenda for 2014 participants.
  • Mutual fund directors digest – Issue 4
    Broad discretion and additional responsibilities included in the final money fund rule may present new challenges for directors.
  • The SEC's focus on cybersecurity: Key considerations for investment advisers
    Read this paper to learn how investment advisers can prepare for the SEC's OCIE cybersecurity examination and identify tactical steps when addressing cybersecurity threats.
  • Performance magazine: Adapting to ever changing conditions
    Performance magazine is a triannual digest, dedicated to investment management professionals, bringing you the latest articles, news and market developments.
  • The 2015 essential tax and wealth planning guide
    The Annual Wealth Guide addresses today’s environment to help you make decisions for your long-term tax and wealth planning needs in this more stable landscape.

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More Dig deeper

  • Digital disruption in wealth management
  • Meet Patrick Henry
  • Meet Paul Kraft
  • Data, risk: Themes shaping the outlook for alternative investments
  • Operational risk: An emerging focus for investment managers
  • International tax for asset managers update library

More Watch, listen, learn

  • Archive:
    Mobile strategies in financial services: Barriers and opportunities
  • Archive:
    Survival of the fittest – Where and how fund managers are creating organizational optimization
  • Archive:
    Fraud prevention: Do you have the right controls in place?

Events

  • Alternative investment symposium series retrospective
    Great expectations
  • Investment valuation and oversight: How do you stack up?
    October 14, 2:00 PM ET
    Hear results of Deloitte's 12th Annual Fair Value Pricing Survey and learn how your valuation processes compare with other firms'.
  • Analytics and investment management: Turning big data into business intelligence
    December 9, 2:00 PM ET
    Learn how data analytics can help enrich business practices across multiple areas of your enterprise.
  • Stamford investment management update: Fundamental insights
    Join us on October 8, where Deloitte's top professionals will help you stay current with important and emerging technical issues, as well as give you practical and flexible guidance.

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