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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.

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    Learn how the disruptive power of digital technologies business models is creating opportunities for new firms to make a big splash in the wealth management industry.
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    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.
  • M&A trends report 2014
    New M&A report highlights increased deal activity for corporate and private equity respondents and also reveals the factors that can help impact deal success.
  • Mobile financial services: Raising the bar on customer engagement
    How can investment management organizations galvanize their efforts to increase mobile adoption, leverage mobile devices’ current capabilities, and proactively prepare for the future of mobile technologies? Read our Deloitte Center for Financial Services and Deloitte University Press study to learn more. 

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More Dig deeper

  • 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
  • Investment management tax alerts 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
  • 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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