Investment Management

Investment Management Services

• Financial Industry Solutions

  The portfolio of services we provide to our financial industry clients has continually grown over the last few years. So has our team.

• Our investment management services

  Our experience in the investment management industry enables us to deliver tailored solutions to help our clients address today’s challenges. 

• Market Booster

  Our Market Booster package assists you in all aspects of your business’s fund strategy

• Securitization

  EU regulators encourage securitization. Deloitte Luxembourg provides services along the entire value chain of the securitization process.

• Swing Pricing
  

  Deloitte assistance on Swing Pricing implementation, calibration and follow-up.

• Tax advisory & compliance services for investment funds

  Deloitte provides investment funds with a broad range of services to respond to a fast and ever-changing tax environment.

• Our FATCA services

  Deloitte Luxembourg provides a full range of services to support you in your FATCA implementation project. 

• Fund factsheet & Marketing Compliance in a box
  

  Fund factsheets are a key source of information for your investors and, as such, form an essential marketing tool. Yet, today, most fund factsheets are produced in a rigid format and are not refreshed as often as one would wish.

• Fund Comms in a box
  

  Our Fund Comms in a box provides you with everything you need to turn regulatory compliance of any of your fund marketing materials into a success story. Read on to find out how !

• Deloitte’s Responsible Investment Reporting Services

  Deloitte’s expertise in the fund reporting industry has allowed us to develop an insightful and valuable new ESG reporting service for our clients.