Investment Management Operate

A dynamic and future forward service delivery model that combines specialized talent, technology, transformation know-how and ongoing management operations to help meet your evolving operating model needs.

Example services:

• Application management service, development, and maintenance
• Artificial intelligence foundry
• Cloud managed services
• Corporate secretary services
• Finance, analytics, and data management-as-a-service
• Management reporting
• Application, cloud, and infrastructure Operate services
• Strategic finance augmentation
• Systems development including sales and relationship management; finance, human resources, and procurement

Support with tax compliance, accounting, and documentation. Helping you identify the operating model that best suits your business needs, whether it is outsourcing or co-sourcing, with support for tax and compliance functions.

Example services:

• Compliance solutions
• Corporate secretary services
• Cross-valuation services
• Data foundation and master data management
• Distribution advisory and support
• Fund analytics and performance
• Tax reporting
• Regulatory and risk reporting including transactions regulatory reporting
• Institutional investors reporting
• Management reporting and performance analysis
• Pre-trading compliance
• Product reporting and dissemination
• Return fees and expense calculations
• Special purpose vehicle accounting and reporting
• Tax department operations
• Tax waterfalls

A variety of co-sourced and outsourced services to assist with efficient delivery of high-volume activities, transparency and predictability of legal spend, economies of scale and more effective risk management.

Example services:

• Application security
• Contract and commercial management
• Disputes and litigation
• Document review and data management
• Investment management risk reporting
• Legal regulatory mapping and entity management
• Model validation
• Operations and spend management
• Risk analytics
• Threat monitoring

Our operate services enable clients to embed Deloitte’s global network of experience, cutting-edge technology and process and data insights directly and seamlessly into their financial crime business operations.

Example services:

• Digital identity
• Discovery and data management
• Financial crime advisory
• Forensic digital solutions
• Investigations and crisis support