Solutions
Assetbox tool overview
What is Assetbox?
What is asset box? The Assetbox is a unique combination of service modules for asset managers to complement their organisation and operations. Support in creating a successful and economical operating model while meeting all applicable regulatory requirements and investor expectations. The Assetbox will allow you to focus on your core strength while we take care of all the rest and is therefore a true entrepreneurial offering.
Assetbox - The Asset Manager out of the Box
A unique partnership
Deloitte and Etops have combined their operations and consulting service offerings to the most comprehensive range of regulatory, operations and compliance outsourcing to asset managers available in the market.
Assetbox - Driven by reality, Inspired by a vision
The asset management market is facing continuous changes that increase the complexity of the business. We have developed the “Asset out of a box”, called the Assetbox, a unique combination of services modules for asset managers to complement their organisation and operations.
The future of asset management out of a box
Assetbox presentation. Zurich, November 2013
The aim of this presentation is to provide a background of the market trends, the latest regulatory developments and the main challenges that Swiss asset managers are currently facing. Also, this presentation focuses on the Assetbox as a unique combination of service modules for asset managers.
Presented in Zurich, November 2013
Risk Management Services
Integrated on a state-of-the-art technology platform. From regulatory compliance to deep drill down analytics to manage exposure
Risk Management is simple… if only clean data would be available constantly. If only your system would be able to process the data and create reports that make sense and look amazing. If only somebody of your usual service providers would be able to deliver the data correctly, consistently and in time.
Risk Management Services integrated on a state-of-the-art technology platform
Compliance outsourcing
A modern compliant way to fullfil regulatory requirements while maintaining a lean organisation
At first sight, the regulatory requirements set out in the Collective Investment Schemes Act (CISA) concerning compliance seem to be insurmountable for asset managers who have not been regulated before. Art 18 CISA gives the possibility to delegate certain tasks to competent third parties.
A modern compliant way to fullfil regulatory requirements while maintaining a lean organisation
Distribution support services
A comprehensive solution to stay on top of the challenge
Would you like to launch a new fund or enter new markets with your existing fund? Have you lost overview of the requirements in all the different countries? The Assetbox has created a comprehensive outsourcing service offering to support your distribution globally so that you can focus on your core activities.
A comprehensive solution to stay on top of the challenge
FINMA application support
Your partner to master the way right to the top
The application process to obtain a licence as an asset manager looks daunting at the beginning. What are the detailed requirements is our internal organisation appropriate, who will be preparing all required documents, and when are they good enough?
Your partner to master the way right to the top
Operation Services
Delivered on a state-of-the art technology platform by the specialists.
Do what you do best, we take care of the rest
You concentrate on your main competence: managing your client’s assets. With our broad in-house expertise, we take off the burden of all administrative and operational tasks from you and provide you with efficient, secure and reliable middle and back office outsourcing solutions that are fully regulatory compliant and cost efficient.
Do what you do best, we take care of the rest
Pan-European tax reporting
A challenge for funds
By leveraging “leading edge technology” and people, Deloitte provides a comprehensive premium service allowing an integrated service menu with regards to tax reporting and distribution services enabling economy of scale.
A challenge for funds