Investment management

Deloitte's Investment Management (IM) professionals serve organizations covering all aspects of the investment management sector, whether they are wealth management firms, investment funds, asset management companies, private equity firms or social security funds. Our global investment management group is comprised of more than 4,000 partners, managers and staff, providing a spectrum of assurance and advisory, tax, enterprise risk, regulatory and consulting services to a broad range of investment management companies. Deloitte professionals provide their clients with access to global resources and capabilities combined with our understanding of the local market unique characteristics and needs.

As the industry continues to develop, the Deloitte approach is aimed at delivering innovative solutions that help address the complexity that today's and tomorrow's financial institutions do and will face. 

Featured publications

• The Deloitte International Wealth Management Centre Ranking 2021
  While the full impact on the international wealth management industry is yet to be felt, wealth managers are preparing for the challenges ahead. In particular, technology-driven interactions between clients and their banks are becoming the new normal.
  
• 2021 investment management industry outlook - Transforming to thrive
  How can firms strike a better balance between the two boundaries to thrive over the next year? The report based on a global survey of 200 senior investment management executives, spotlights how scaling up innovation and digitalization across talent, finance, and operations may be the most strategic approach to add value in 2021 and beyond.
  
• Opportunity knocks: How global managers can win in China
  The "11 measures" introduced by Chinese regulators in 2019 made great strides in removing regulatory barriers, and foreign asset managers can now, from a regulatory standpoint, access all client segments in the Chinese market. But there is no clear formula to success. In this paper, we cover the recent regulatory changes and subsequent market entry options for foreign firms, but also five good practices our team has identified as foreign firms look to pave a path to success in China.
• Get ready for Wealth Management Connect in the GBA
  A new report by Deloitte and CPA Australia suggests that banks with a strong presence in the Greater Bay Area (GBA) and established retail wealth management capability are well-placed to support the Wealth Management Connect (WMC) scheme.
  
• 2020 investment management outlook: Crossing boundaries for profitable growth 
  Seeking growth in an increasingly dynamic and complex industry landscape, investment management firms may need to leave comfort zones behind to explore new or different avenues next year.
  
• China’s investment management opportunity: Reforms could create a multitrillion-dollar market for foreign firms
  Foreign firms looking to enter the market could develop investor segment-specific strategies, alternative data capabilities, and partner with online wealth platforms to achieve success. This article explores some of these complexities, aiming to arm investment management company leaders with insights to help them plan for what might lie ahead.
  
• The 16th edition of Deloitte fair valuation pricing survey explores innovation in valuation
  Investment managers are starting to make moves in adopting innovative technologies like data analytics, robotics process automation (RPA), and natural language processing. This survey aggregates the views of nearly 100 mutual fund firms of various sizes, asset classes and geographies. This report studies the use of innovative technologies, in particular, RPA and cognitive automation.
  
• 2019 Investment Management Outlook
  Investment management is in a period of rapid change, driven by shifting investor preferences, margin compression, regulatory developments, and advancing technologies. Our 2019 Investment Management Outlook highlights three keys to managing these challenges as our market evolves: Choosing the right growth options, creating operational efficiencies, and delivering the next level of customer experience.
  
• Inclusion Through Distribution: How Blockchain Supports Financial Inclusion
  This white paper by Deloitte China explores the future of financial inclusion, which could be underpinned by the application of Blockchain for conventionally unbanked population and more. 
• Double your intelligence: Using intelligent automation to double productivity in Finance
  Intelligent automation presents opportunities for Finance functions within financial services institutions to deliver information and value to the business more quickly, more accurately and at the lower cost.
  
• Opportunities and challenges to foreign institutions as Chinese financial industry opens further
  Deloitte believes that financial institutions in China need to solve two key issues to secure success amid the increasingly fierce competition: effective compliance to enter the market and the right strategy for local market. 
• Trends in trade finance regulation / Dealing better with anti-money-laundering
  There are three new methods to more efficiently deal with all the new regulations on money laundering, terrorist financing and sanctions and Ivan Zasarsky, partner at Deloitte's Asia Pacific Financial Crime Strategy & Response Centre outlines further details in the feature article in the International Chamber of Commerce publication.
• Ahead of the curve: Forward-looking solutions for tomorrow’s leading asset management firms
  Shifting buyer behaviors, disruptive technologies, and fiduciary-driven regulations are changing the asset management industry. In order to manage these challenges, leading asset management firms must develop and implement innovative and effective solutions now to stay ahead of the curve.
• Facing the future: an evolving landscape - Financial Services Regulatory Outlook 2018 
  With the finalisation of Basel III, the regulatory agenda in Asia Pacific will now become firmly focused on the future. This paper sets out the top ten regulatory themes that the Deloitte Centre for Regulatory Strategy expects to dominate the financial services regulatory agenda in the region over the coming year. 
• Beyond Fintech: A pragmatic assessment of disruptive potential in financial services
  The World Economic Forum and Deloitte Global’s latest report studies the transformative role of fintech and other disruptive forces on the financial services industry. The report studies the impact of this disruption on the industry as a whole, as well as on seven sectors including payments, digital banking, lending, insurance, market infrastructure, investment management, and equity crowdfunding. Fintechs have defined the direction, shape, and pace of change across almost every financial services subsector. While they may not dominate the industry today, they have laid the foundation for future disruption.
  
• Beyond Fintech: Disruptive innovation in investment management
  Investment management has largely evolved with increasing client expectations and the demand for personalized customer experiences. With automation and service externalization, firms are forced to differentiate on high‐quality, process execution, and tailored advice. Fintech offerings like robo-advisors are enabling incumbents to increase customer stickiness and retain customers.
  
• 2018 Investment Management Outlook: Vision and focus can drive success for asset management firms
  Narrowing profit margins and stagnancy will put added pressure on asset management companies. Some exceptional companies will rise above the malaise of averageness and will excel in this challenging environment. As millennials grow in importance, winning firms will retool by focusing on three key areas: restructuring product portfolios, streamlining operations, and delivering technology-inspired customer experiences designed for the digital era. Their success will require a vision for the future and a tenacious focus on near-term execution to turn aspiration into strategic advantage.
  
• The Deloitte International Wealth Management Centre Ranking 2018: The winding road to future value creation
  This third Deloitte International Wealth Management Centre Ranking shines light on the competitiveness between international private wealth management centres and analyses their market volume, growth performance, profitability and efficiency over the past years.
• Leadership in times of plenty
  This paper by Casey Quirk outlines five business models – China Champion, Global Leader, Pan-Asia Alternatives Specialist, China Distribution Specialist, Bespoke Virtual PM — that will come to dominate the industry, and the key building blocks for each.
  
• The future of risk in Financial Services
  This report urges financial institutions to rethink and transform the way they manage risk to leverage emergent technologies, and increase risk management productivity and effectiveness.
  
• Managing conduct risk: Addressing drivers, restoring trust
  This paper identifies the fundamental drivers of misconduct in the financial services industry, with a view of helping firms drive sustainable solutions to improve conduct and restore trust.
  
• Creating a business model based on production, integration and investment integration (Chinese version only)
  This report provides an in-depth analysis of the business model of an integrated conglomerate in China and outlines four key strategic themes in establishing such an enterprise group that integrates production operation with financial and investment businesses, in addition to a relevant solution.
  
• Listed Chinese asset management companies results analysis 2016
  The study presents an overview of the financial performance of Chinese H-share listed AMCs, based on our analysis of their 2016 annual results. It also discusses several hot industry topics and provides an outlook of the Chinese AMC market for the year ahead.
  
• Deleveraging Europe 2016-2017
  The report outlines our expectations on how key markets and specifically loan sale transactions may evolve in the coming year, and shares the views of market players - both buyers and sellers – on where they see the largest opportunities arising.
  
• Navigating the year ahead: Financial services regulatory outlook 2017
  This paper sets out the major regulatory themes that the Deloitte Centre for Regulatory Strategy expects to dominate the regulatory agenda for Asia Pacific financial institutions over the coming year.
  
• Picture perfect: A blueprint for digital identity
  Lack of a strong, universal digital identity solution limits innovation and delivery of efficient, secure, digital-based Fintech offerings. Financial services institutions should drive the development of such a solution.
  
• Over the horizon: Blockchain and the future of financial infrastructure
  When the industry can be fuelled by distributed ledger technology what does the future of financial services infrastructure look like?
  
• Wealth management and private banking
  Deloitte and Efma are delighted to present you the results of the second edition of the wealth management and private banking survey. This year, the white paper from Deloitte Luxembourg addresses challenges and opportunities that are specific to today’s wealth management and private banking cross-border activities.
• Management information on culture
  This paper, launched in partnership between Deloitte’s three regulatory strategy centres, sets out eight principles for collecting meaningful management information on culture that will allow boards and senior management to understand if their “tone from the top” is reflected in a strong and consistent “echo from the bottom”.
• China listed financial asset management companies: 2015 annual report analysis
  Our analysis of the 2015 annual reports of the Chinese listed financial asset management companies outlines the major challenges facing the asset management industry.
  
• Cleared for takeoff: Five megatrends that will change financial services
  This report identifies the clusters of innovation that are affecting business in five areas of the financial services industry: Primary accounts, payments, capital markets, investment management and insurance.
• Regulatory reform
  This paper, from the Deloitte Asia Pacific Centre for Regulatory Strategy, sets out the key elements of the financial services international reform agenda and the application of these in the Asia Pacific region.