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Investment Management

The changing regulatory landscape, outsourcing of back-office functions, and talent retention are just some of the issues currently on the agenda for investment managers.

How do you make sense of the current market – and how can you turn that into profitability and competitive advantage?

At Deloitte we recognise there are no “one-size-fits-all” solutions. Our clients range from hedge funds and private wealth managers to bank-owned investment managers and state and sovereign wealth funds. In each case we apply our sector expertise to help them to address the critical issues that face their particular business.

Investment Management research and insights

  • AIFMD Offshore Update - Annual Report considerations for this reporting cycle
    With the AIFMD implementation date of July 2014 quickly approaching, this briefing note looks at the Directive’s annual report disclosure requirements, some which need to be considered in the 2013 year-end financial statements. Specifically, the note looks at those requirements with implications for an offshore managed, offshore fund marketed into the UK.
  • Investment Management Regulatory Update, Q3 2013
    Key developments this quarter include speeches setting out the FCA’s areas of focus for 2014 as well as their views on the future of the asset management industry. The update also considers on-going developments in relation to AIFMD and RDR.
  • Performance – Issue 13 | A triannual topical digest for asset management professionals
    In this edition of Performance magazine, which brings together views, analysis and thought leadership of investment management practitioners and industry experts from across the globe, we feature articles on regulatory change in Europe including the impact of MiFID II and shadow banking. In an environment in which a degree of ‘normality’ is returning after the financial crisis, this issue also explores the developments in the M&A market.

Investment Management issues and trends

  • Alternative Investment Fund Managers Directive (AIFMD)
    The AIFMD will impact how Alternative Investment Fund Managers distribute their funds, cross-border or otherwise; how they pay their people and how they operate their business.
  • Retail Distribution Review
    The changes required as a result of the RDR are likely to have wide reaching impacts across organisations in the retail investments market.
  • M&A in Investment Management
    The Investment management sector is seeing an increasing trend in transaction activity, driven by a range of factors which include: a drive for scale and synergies; building distribution capability; entering new geographic markets or; expanding into higher margin asset classes.
  • Regulation and Risk Management
    Sound governance has long been recognised as the foundation block of good organisational management but recent failures in the banking sector have highlighted the importance of effective challenge.
  • Asset pooling
    In today’s market, with low returns and growing cost consciousness, asset pooling is an idea whose time has come.
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Financial Services useful links

  • Meet the Financial Services team
  • In the press
  • Research & publications
  • Submit a request for proposal
  • Contact us

Highlights

  • Governance in focus
    Offshore London Listed Funds.
  • 2014 Financial Services M&A Predictions
    Riding the current wave of activity.
  • Money Market Funds and Shadow Banking
    Cash buffers, transparency and the long road ahead.

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