Assetbox tool overview

The asset management market is facing continuous changes that increase the complexity of the business. We have developed the “Asset out of a box”, called the Assetbox, a unique combination of services modules for asset managers to complement their organisation and operations.  

The aim of this presentation is to provide a background of the market trends, the latest regulatory developments and the main challenges that Swiss asset managers are currently facing.  Also, this presentation focuses on the Assetbox as a unique combination of service modules for asset managers.

Integrated on a state-of-the-art technology platform. From regulatory compliance to deep drill down analytics to manage exposure

Risk Management is simple… if only clean data would be available constantly. If only your system would be able to process the data and create reports that make sense and look amazing. If only somebody of your usual service providers would be able to deliver the data correctly, consistently and in time. 

A modern compliant way to fullfil regulatory requirements while maintaining a lean organisation

At first sight, the regulatory requirements set out in the Collective Investment Schemes Act (CISA) concerning compliance seem to be insurmountable for asset managers who have not been regulated before. Art 18 CISA gives the possibility to delegate certain tasks to competent third parties. 

A comprehensive solution to stay on top of the challenge

Would you like to launch a new fund or enter new markets with your existing fund? Have you lost overview of the requirements in all the different countries? The Assetbox has created a comprehensive outsourcing service offering to support your distribution globally so that you can focus on your core activities.  

Your partner to master the way right to the top

The application process to obtain a licence as an asset manager looks daunting at the beginning. What are the detailed requirements is our internal organisation appropriate, who will be preparing all required documents, and when are they good enough?

Delivered on a state-of-the art technology platform by the specialists.
Do what you do best, we take care of the rest

You concentrate on your main competence: managing your client’s assets. With our broad in-house expertise, we take off the burden of all administrative and operational tasks from you and provide you with efficient, secure and reliable middle and back office outsourcing solutions that are fully regulatory compliant and cost efficient.

A challenge for funds

By leveraging “leading edge technology” and people, Deloitte provides a comprehensive premium service allowing an integrated service menu with regards to tax reporting and distribution services enabling economy of scale.