Investment Management Corner
The latest insights on Investment Management
Improving client experience in institutional and wholesale investment management
In the investment management industry, it is often said that investment performance is the predominant factor by which clients judge investment managers.
The objective of a merger is to create value for clients and shareholders by bringing two entities together. While the work carried out during the due diligence phase enables the companies to assess the merits and expected integration phase.
A financial frontier: Opportunity from the East
Deloitte Luxembourg’s 2019 Cross-Border Fund Distribution Conference shed light on exciting opportunities in the relatively untouched investment hub of Asia.
2020 investment management outlook
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.
Navigating Uncharted Waters
World Economic Forum and Deloitte explore the risks inherent in deploying artificial intelligence in the financial sector, as well as strategies for mitigating them.
Are token assets the securities of tomorrow?
When we talk about crypto-assets, the first idea that comes to mind is bitcoin, followed by other token currencies. But the term “crypto-asset” covers much more than just crypto-payment.
PRIIPs self-assessment: Deadline reminder from the CSSF
On 18 October 2019, the CSSF issued a new communication reminding all SIFs, Part II UCIs and SICARs to complete an online assessment, with regard to previous CSSF Press Release 19/50 and the impact of Regulation 1286/2014 (PRIIPs) on PRIIPs manufacturers, by 31 October 2019 at the latest.
Mandatory CSSF notification for UK firms in the context of Brexit
On Wednesday 16 October, the European Supervisory Authorities or “ESAs” (ESMA, EBA, EIOPA) published their long-awaited joint consultation paper concerning amendments to the PRIIPs KID.
Brexit: CSSF to “blacklist” non-compliant UK asset managers
As provided in our previous article on the topic, in order to continue to pursue activities in Luxembourg in a “hard” Brexit scenario, UK asset managers were required to notify the Commission de Surveillance du Secteur Financier (CSSF) of their intention to continue to provide services in Luxembourg by 15 September at the latest.
Webinars / Podcasts
Derivative Financial Instruments
- . Definition and use of derivatives
- . Classification of derivatives
- . Recent trends in derivatives markets
- . Conclusions and key messages
Introduction to Risk Management
- . Introduction
- . Regulatory overview for risk management of investment funds
- . Risk management framework and governance
- . Register of beneficial owners for registered entities: The Luxembourgish Experience
- . Beneficial ownership registers: The Irish Experience
- . Global view of AML/CTF enforcements