Asset Management Bulletin February 2018

Insights

Asset Management Bulletin

February 2018

The Deloitte Asset Management Bulletin delivers you our latest updates and insights on industry and regulatory developments. We hope you find this edition useful and please contact us if you have any queries.

A New Regulatory Capital Regime for MiFID Investment Firms – European Commission Proposals

The European Commission (‘the Commission’) set out its plans for a regulation and directive to amend the prudential rules for investment firms. The Commission’s proposals are closely aligned to recommendations published by the EBA last September as described in our previous client note, with some important clarifications.

Private Equity Demystified

The fundamentals of private equity deal structuring  

"Private equity in many scenarios can be a win-win for both the founder and the management team, enabling the business to grow with the support of experienced investors and generating significant financial uplift for all shareholders on the ultimate exit." Anya Cummins, Partner, Head of M&A

2018 Investment Management Outlook

Vision and focus can drive success for asset management firms

Vision and focus can drive success for asset management firmsNarrowing 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.

AIFMD Remuneration-related Disclosures

ESMA released its latest ESMA UCITS & AIFMD Q&A on the 5th of October 2017 and it covers 2 new questions and answers relevant to the AIFMD remuneration disclosure requirements in annual reports.

PRIIPs and MIFID II: true transparency and comparability at last?

The Markets in Financial Instruments Directive II (MiFID II) and the Packaged Retail and Insurance-based Investment Products (PRIIPs) Regulation rules went live in January this year, introducing requirements for firms to disclose specific information on the costs and charges of certain investment products or services. The overriding regulatory objective is to help consumers assess the value for money of these investments - since charges can absorb a significant proportion of total returns – and make more informed investment decisions.

Performance Magazine - Issue 25

For the first edition of 2018 we return from our Gloobe trotting journey to Europe and more specifically France - considered by some as the gastronomical capital of the world. In terms of asset managment however, did you know there are four French asset managers amongst the top 20 worldwide? To highlight the importance of the sector, the contributors for the three out of the four articles featuring Francecome from you, our readers. Learn about the plans and hopes for the future. 

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