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Performance Magazine

Digest for investment management professionals

Performance brings you the latest articles, news and market developments from Deloitte’s professionals and clients.

 

Download the full issue 44 (PDF)

Issue 45

How private equity can pave the way to a better future

Sustainability is quickly becoming a categorical imperative for private equity firms. As frequent whole or majority owners of their holdings, General Partners (GPs) and Limited Partners (LPs) have unique access to the data and operations of European private companies worth €744 billion — something many investors in public companies could only dream of. 
Perspective
8 minute read

Sustainable alpha: Shaping the future of private equity returns

Private equity (PE) has long served as a vehicle for delivering superior returns, or "alpha," to investors, consistently outperforming public markets (exhibit 1).
Perspective
6 minute read

Evolution of digital assets

As the digital assets market continues to mature, retail and varying sectors of institutional investors are seeking different opportunities within the space.
Perspective
13 minute read

Open-Ended Alternative Investment Funds generate opportunities for LPs and GPs

Over the past decade, global alternatives fundraising experienced steady growth, supported by a tailwind of favorable economic and market conditions.
Perspective
10 minute read

Generative AI: Is it all hype or reality — or something in between?

The investment management industry is no stranger to the adoption of analytics and artificial intelligence (AI) across various parts of its business.
Perspective
7 minute read

What is your ETF strategy?

The first exchange traded fund (ETF) was launched in Canada in 1990, fundamentally transforming the landscape of investment management.
Perspective
8 minute read

Private markets - US$8 trillion growth opportunity

Over the last few years, private markets including private equity, private debt, infrastructure, venture capital, and real estate have seen substantial inflows totaling billions of dollars. 
Perspective
6 minute read

A guide to foreign investment in India

In 2023, foreign investment surged in India, flowing in from a variety of jurisdictions. The year also saw a spate of regulatory developments that underscored India’s unwavering commitment to fostering economic growth, streamlining investment processes, enhancing transparency, and nurturing a favorable environment for foreign investors.
Perspective
5 minute read

Issue 44

The Anti-Money Laundering Authority’s fight against financial crime

The EU is poised to grant the Anti-Money Laundering Authority (AMLA) extensive supervisory authority over entities of the financial sector. According to the provisional agreement, the AMLA will directly oversee specific types of high-risk financial institutions, including crypto-asset providers with cross-border operations and a presence in at least six Member States.
Perspective
4 minute read

Impact measurement: a five-step guide for investment managers

Impact measurement allows financial institutions to boost their sustainable investing maturity by quantifying a given investment's positive and negative sustainability impacts. Investors use impact measurement to assess realized versus intended impacts, enabling informed decision-making, risk mitigation, and potentially more stable returns.
Perspective
5 minute read

Holistic conduct risk management for dealing room controls

The increase in high-profile front running, insider trading and other
market abuse cases by financial services professionals has raised serious
concerns for regulators and the market’s institutions alike. Orders placed by
front runners trigger artificial demand and supply in the market, posing
operational, reputational and regulatory risks and damaging regulators’ and
institutions’ efforts to protect investors’ interests. 
Perspective
4 minute read

Deciphering India's tax landscape: An insight for foreign investors

This article focuses on the taxation of gains from the transfer of Indian securities and its implications for foreign investors. India has a dual taxation regime, with residents taxed on global income and non-residents taxed on income sourced from India.
Perspective
6 minute read

Foreign investing in India: trends, opportunities and forecasts

This article focuses on the taxation of gains from the transfer of Indian securities and its implications for foreign investors. India has a dual taxation regime, with residents taxed on global income and non-residents taxed on income sourced from India.
Perspective
6 minute read

GenAI: Revolutionizing digital transformation for fund services

This article delves into the critical pain points observed in the
market, such as regulatory compliance, fee pressure or sophisticated client
demand, and showcases examples of how Generative AI can help tackle these
challenges while mitigating its risks.
Perspective
5 minute read

Digitalization of financial assets is underway, and it will be revolutionary

This move effectively bridges the gap between conventional investments like bonds and stocks and their digital counterparts through tokenization. It echoes similar strides made by industry giants like JPMorgan, Goldman Sachs, Citi, and UBS, signaling a collective leap toward embracing the future of finance.
Perspective
5 minute read

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Investment Management & Private Equity

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Contacts

Vincent Gouverneur

Partner | EMEA Investment Management Leader & Global FSI Operate Leader

Tony Gaughan

Partner | Investment Management & Wealth Sector Leader | Consulting