Deloitte is a one-stop shop for guidance throughout the deal life cycle, with services ranging from M&A strategy and due diligence to post-close transition. We focus on providing services relating to the strategy, execution, and implementation of organic and inorganic growth to various stakeholders within the investment management industry.

Our offerings:

• Strategy & transaction readiness
• Diligence & transaction execution
• Day 1 readiness planning
• Post-merger integration
• Divestitutres

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Mergers, acquisitions, and restructuring leaders:

• Jeff Stakel
• Brian Kunisch
• Masaki Noda

Technology is accelerating the evolution of finance from providing insight to foresight. We can help you re-envision how corporate functions deliver services with a comprehensive solution that provides a seamless consumer-grade experience, connects disparate but connected functions across the company, and empowers people to focus on business priorities.

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Our offerings:

• Strategy
• Process & service delivery transformation
• Risk & controls
• Technology platforms (including Cascade Suite)
• Data & analytics
• Talent & organizational transformation
• Reporting & visualization

Finance transformation leaders:

• Anthony DeAngelis
• Anastasia Traylor

Our team enables large asset managers to achieve front-to-back technology enablement and operational optimization, agility, and resilience, centered on the strategic vision of the organization.

Our offerings:

• Operating model transformation
• Tech modernization
• Resiliency
• Digital assets

Operations and technology transformation leaders:

• Karl Ehrsam
• Cindy Brenner
• Dan Simmonds

Data and analytics continue to underpin both offensive and defensive strategies at financial institutions—spanning customer centricity and infrastructure modernization while remaining compliant with risk and regulatory priorities. As organizations are moving toward adoption of advanced technologies and analytical capabilities, we can help you better navigate the challenges of an evolving competitive landscape by enabling insight-driven decision-making and business value for stakeholders.

Our offerings:

• Platform development
• Client 360Data privacy

Data, analytics, and AI leaders:

• Brian Cassidy
• Ed Kapur
• Snehal Waghulde

By bringing together insights, experience, and talent, we can help organizations address key gaps and help our clients improve service and cost levels. We've redesigned our investment management outsourcing services to impart outcomes-based help: scalable, technology-enabled, experience-driven, operationally integrated, strategic services that can assist you no matter the challenges you face.

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Our offerings:

• Special purpose vehicle (SPV) accounting & fund services
• Fund accounting & administration
• Portfolio valuation operate services
• Risk
• Legal business services
• Compliance
• Technology
• Tax

Outsourcing services leaders:

• Amy Rogowski
• Yen Chen
• Crystal Andersen

Regardless of your most urgent need, our paradigm is vigilance: helping organizations enhance their risk and compliance operations across first and second lines of defense, including conduct risk and surveillance. We solve client issues by leveraging innovative digital capabilities; a deep, industry-focused team of professionals; and a risk-intelligent, integrated approach.

Our offerings:

• Regulatory readiness and implementation services
• Remediation
• Risk & compliance operating model and progam assessments
• Compliance operate
• Legal business services

Customer life cycle leaders:

• Maria Gattuso
• Ryan Moore
• Karl Ehrsam

Today's business challenges present a new wave of HR, talent, and organization priorities. Our Human Capital practice can help you design and execute critical programs—from business-driven HR to innovative talent programs.

Our offerings:

• HR transformation
• Organizaitonal transformation
• Workforce transformation
• HC as a service

Human capital leader:

• Russ Fernandez

Investment management firms are facing unprecedented change in the form of rapidly increasing competition, new regulations, evolving technology, and rising human capital expectations in an industry highly dependent on top talent. Deloitte can leverage its extensive global network to bring together knowledgeable professionals with experience in meeting similar challenges.

Deloitte's capabilities cover most segments of the investment management sector, including traditional and alternative asset managers, private equity, business development companies, and family offices. Our portfolio of audit and assurance services range from financial statement audit services to accounting and reporting advisory services such as finance transformation, on-call accounting advice, control services, and environmental, social and governance (ESG) compliance. Deloitte has the experience to address a wide range of audit and assurance challenges specific to the investment management sector.

Our offerings:

Omnia DNAV: Achieving a more insightful audit shouldn't take more effort from you. Omnia DNAV transforms investment auditing and portfolio valuation with multiple cutting-edge, cloud-based technologies that significantly reduce the audit burden on your team. Omnia DNAV saves you time while delivering insights, quality, and transparency with scale and speed.

Audit and assurance leaders:

• Tania Taylor

Our practice will work with you to determine and articulate your ESG ambition for both corporate and investment strategy. We will facilitate the rigor of internal investment processes matching the ambition of external ESG communications and commitments and prepare disclosures for investor and regulatory consumption.

Our offerings:

• Strategy & ambition
• Governance & enterprise risk
• Data process and controls
• Disclosure strategy
• Disclosure readiness and assurance
• Tax governance and transparency readiness and reporting
• Federal, State, and Local Tax Credits, Incentives, and Grants including those eligible for direct pay and/or transferability

Contacts:

• Sarah Digirolamo
• Bhawna Agarwal
• Anastasia Traylor

Just when investment managers were getting used to doing business under extreme pressures, a new level of complexity has emerged. Deloitte Tax LLP can help investment managers rise to the challenges and capitalize on opportunities by providing specialized knowledge on the wide range of tax operational, technological and regulatory issues surrounding the industry. With the added strength of the Deloitte Touche Tohmatsu Limited (DTTL) member firm network, Deloitte has the ability to offer a global, integrated approach to tax business issues that combines insight and innovation from multiple disciplines with a wide range of tax business and industry knowledge to help organizations excel around the world.

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Our offerings:

• Tax outsourcing
• Tax compliance and reporting
• Tax technology consulting
• Tax advisory
• Blockchain and digital assets tax services

Tax leader:

• Eric Fox

Powerful forces are at work, creating unprecedented change in the investment management industry. Casey Quirk, our industry-focused strategy consulting team, combines deep asset and investment management strategy and implementation experience, a dedicated research group, and recognized talent to deliver value in a rapidly evolving environment. Our senior partners have an average of more than 20 years of hands-on experience advising senior leadership teams, working with every major firm type, asset class, and market segment in the world.

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Casey Quirk leaders:

• Jeff Levi
• Jeff Stakel
• Amanda Nelson