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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.


Our next Investment Management Dbriefs: DFA case decision
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More Featured insights

  • 2014 Investment management outlooks: Championing growth
    Deloitte's 2014 alternative investment, mutual fund, and private wealth outlooks explore key drivers that will shape the future growth of the industry in 2014 and beyond.
  • Investment compliance monitoring survey, second edition
    This survey shows investment compliance monitoring will likely accelerate as a result of increased investor and regulatory scrutiny.
  • Transforming cybersecurity: New approaches for an evolving threat landscape
    Read this report to learn how investment managers can create a dynamic, intelligence-driven approach to cyber risk management to prevent, detect, respond to, and recover from the potential damages from cyber attacks.
  • Exploring evolving risks and challenges: Perspectives from the investment management industry
    Utilizing the eighth edition of Deloitte's global risk management survey of financial services firms, this report explores evolving risks and challenges in the context of investment management.
  • Comparison for investment funds 2013 IFRS/U.S. GAAP/Luxembourg GAAP: Elements of success
    The sixth edition of the annual update highlights the year’s accounting and reporting developments that apply to investment management entities.

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More Dig deeper

  • Meet Cary Stier
  • Investment management accounting and financial reporting update
  • Investment management tax alerts library
  • International tax for asset managers update library
  • Performance magazine archives
  • Quick Look investment management blog library

More Watch, listen, learn

  • Archive:
    Tax administration for global investment managers: Priorities and practices
  • Archive:
    2014 Investment management outlook: Adjusting for growth in a fast-changing environment
  • Archive:
    U.S. withholding tax on equity derivatives – Addressing evolving regulations under Section 871(m)


  • Dbriefs:
    DFA case decision: Potential impacts for U.S. and Canadian investment funds
  • Dbriefs:
    Fraud prevention: Do you have the right controls in place?
  • Dbriefs:
    Survival of the fittest – Where and how fund managers are creating organizational optimization
  • Dbriefs:
    Mobile strategies in financial services: Barriers and opportunities

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