Performance Magazine
Digest for investment management professionals
Performance brings you the latest articles, news and market developments from Deloitte’s professionals and clients.



13 January 2023
Growing pains or gains for the EU Green Deal
How SFDR classifications impact asset managers and investor expectations

22 December 2022
Major challenges ahead for the Asset Management industry
A paradigm shift is anticipated in the coming years

9 December 2022
How Risk and Compliance functions can support the net zero transition
Investment managers and net zero



28 October 2022
How the SFDR is changing the dynamics in Private Equity
Implementation challenges for General Partners and Limited Partners

3 October 2022
Enhancing Investment Stewardship
Modernizing the active ownership operating model

27 September 2022
Walking the path to net-zero with clients
In conversation with Fabiana Fedeli of M&G Investments

2 September 2022
What’s driving investment and wealth managers’ ESG strategies?
Data connects E, S and G


21 July 2022
Can securities lending and responsible investment strategies be compatible?
An overview of public studies and academic research


7 July 2022
Why the current settlement world is like Formula 1
Poor communication hampers speed



6 May 2022
ESG investing as the ‘age of complacency’ ends
How unshakeable can the definition of ESG actually be when seismic global events change the landscape?


22 April 2022
Measuring the value of human capital
Human capital is one of the largest drivers of value

24 March 2022
The golden age of Private Equity: Observations from an insider
Why has Private Equity proved so popular in recent years and how did it become the rising star of the alternative investments funds industry and private capital?

11 March 2022
Switzerland’s fund distribution rules
Rules and regulations for foreign funds aimed at qualified investors

25 February 2022
Modernization through regulation
Two years on, what have we learned from the Cayman Islands’ private capital funds regulatory regime?

11 February 2022
The digital revolution is also here
How ETL and data analytics have transformed the auditing of funds

25 January 2022
The importance of the personal touch
Deloitte Germany’s Christian Boeth interviews Leif Schönstedt of Union Investment Institutional GmbH

6 January 2022
The future of ESG in asset management
In conversation with Wiebke Merbeth of BayernInvest and Ingo Speich of Deka Investment

16 December 2021
Does data really facilitate today’s cross-border investment fund distribution?


25 November 2021
Deloitte 2021 FX Hedging Survey
How the currency overlay industry is facing 2021’s challenges

18 November 2021
Have you thought about the “Cs” in ESG?
Why Credibility and Comfort matter in a sustainable business model


14 October 2021
The German Fund Jurisdiction Act
What are the changes for investment management firms?

24 September 2021
Assessing the value investment funds deliver to investors
Lessons from the UK experience

16 September 2021
Accelerating digital transformation, responsibly
Achieving a higher bottom line in financial services

9 September 2021
Artificial intelligence: to the rescue of tedious compliance tasks
UCITS eligibility validation with AI

2 September 2021
Will smart beta ETFs revolutionize the asset management industry?
Understanding smart beta ETFs and their impact on active and passive fund managers

26 August 2021
Demystifying your ManCoTech journey
Digitalization as a key enabler to support the strategic agendas of ManCos.



24 June 2021
CSRD: cornerstone of EU’s sustainable finance strategy for quality investor ESG data

Contacts

Vincent Gouverneur
Partner | EMEA Investment Management Co-Leader

Tony Gaughan
Partner | EMEA Investment Management Co-Leader