Investment Management Operate

When you’re confronting the growing complexity in global tax regulation, we have designed scalable capabilities that can help you address talent shortages, lower costs, and leverage process automation. We work with you to devise a wide range of fully customized service models to fit your needs.

Offerings:

• Global tax compliance and reporting
• Global information reporting (GIR)
• Investor reporting services
• Tax department operations

By aligning people, processes, and technology, we can assist legal departments through their transformation by bridging the gap between strategy and execution, improving efficiencies and reducing risk. Our work with industry-leading brands is designed to produce deeper insights that promote better, faster decisions to guide legal transformation.

Offerings:

• Legal operations process
• Staffing optimization
• Data management
• Discovery
• Legal department operating model
• Contract risk and matter management
• Legal function transformation labs
• Legal technology for contracts
• Digital forensics technology
• Document review & date management
• Commercial term management
• Operations & spend management
• Legal regulatory mapping
• Legal entity management

System solutions | Data and analyticsYour potential to seize markets and lead growth is tied to the value that you can unlock from your applications. We help you look beyond core application management service (AMS) requirements and realize the potential for continuous improvement and improved total cost of ownership

Offerings:

• Application management services (AMS)
• Application development
• Deloitte on Demand
• Cloud managed services
• Deloitte cyber security analytics (CSA)

Resiliency | Financial risk | Technology risk Should you manage risks or try to predict them? Our team of crisis and resilience professionals, as well as our advanced risk analysis capabilities, can help you restore your preemptive posture to get ahead of threats that put your operations, cybersecurity, regulations, and supply chain in danger.

Offerings:

• Detect and respond
• SOXWise
• Identity and access management
• Third-party risk management (TPRM)
• Deloitte application security system
• Managed Extended Detection and Response (MXDR)

It’s critical that operations and strategic decisions improve your business. Our analytical data models and reporting teams can help you monitor and manage performance across key departments, drive efficiencies, maintain regulatory compliance, and ultimately make more informed decisions.

Offerings:

• Portfolio valuation support
• Regulatory reporting
• Return, fee, and expense calculations
• Financial statement reporting
• Investor reporting services
• Special purpose vehicle (SPV) accounting and reporting

Our compliance-as-a-service model is designed to free up valuable internal resources to focus on revenue-generating activities and strategic initiatives. Our suite of compliance solutions includes regulatory reporting, monitoring and surveillance, compliance testing, personal trading oversight, and legal entity reporting.

Offerings:

• Investment Compliance Monitoring (ICM)
• Regulatory remediation
• Inspection managed services
• Testing
• Surveillance
• Marketing materials review
• Financial and non-financial reporting