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Investment management and private equity

Explore perspectives on market trends, how business and product models are evolving, the impact of private markets on the industry, and the strategic choices shaping the years ahead.

Signals shaping the future

Deloitte’s research analyses the developments across the investment management ecosystem, including asset management, private equity, hedge funds, sovereign wealth funds, asset servicing and institutional investing.  

Deloitte’s IndustryAdvantage approach connects market data with perspectives to identify emerging risks, opportunities and inflection points.   

Explore insights and discover how Deloitte is looking at the future of investment with foundations built on confidence, connection and clarity. 

Our thinking

From ambition to execution: Wealth management technology

The WealthTech report shows how wealth managers are modernising technology to improve advisor productivity, client experience and efficiency. Based on global executive interviews, it highlights six themes shaping COO and CTO priorities and execution.
Perspective
5 minute read

Global Asset Servicing Survey 2025

A look at building resilience and responsiveness through targeted tech investments, automation, and organisational change to stay competitive.
Perspective
5 minute read

Performance Magazine

A tri-annual global publication covering hot topics of interest to Investment Management professionals
Collection

2025 investment management outlook

Elevated risks and rewards will come depending on how investment management firms navigate change and use emerging technologies.
Article

Growth in funds and assets drives SWF's landscape

Much has been written about the resurgence in Sovereign Wealth Fund (SWF) activity over the past two years. New SWFs are being established around the world, existing funds have made highprofile acquisitions and the value of assets under management continues to hit fresh highs.

Deloitte Private Equity

The private equity industry moves quickly. Our teams around the world work with private equity leaders and their portfolio company management teams on their unique paths to build strong businesses—to assess, execute and, ultimately, harness the full potential of a big idea.
Industry
10 minute read

Increasing retail client exposure to private capital investing

Investment management firms can unlock growth by connecting US and EU retail investors to private assets through existing product structures
Article

Investment managers could unlock a US$11 trillion market opportunity through active ETF growth

More investors are flocking to active exchange-traded funds and away from mutual funds, signaling the continuation of this fundamental shift
Article

Unlocking a potential US$3.8 trillion opportunity for private equity firms

Here's how private equity firms facing liquidity challenges can thrive in the next five years.
Article

Connect with our Investment Management team

Julia Cloud

Julia Cloud

Global Investment Management Sector Leader | Tax Partner
+1 312 486 9815
Emma Cox

Emma Cox

Global Private Equity Leader
+44 (0)20 7007 0635

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Banking & Capital Markets

Access Banking and Capital Markets research, surveys and thought leadership on the trends, challenges and opportunities shaping the industry.
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Insurance

Stay informed with Deloitte's insurance research and insights on emerging trends, evolving risks and industry opportunities.
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Real Estate

Deloitte's real estate research, market data and industry perspectives look at the trends influencing investment and growth decisions.
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