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Perspectives
Performance magazine
Triannual digest for investment management professionals
Performance brings you the latest articles, news, and market developments from Deloitte's professionals and clients.
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Issue 23 - May 2017
- Interview: The quiet revolutionary
- Where next?
The future of automated financial advice
- Green finance keeps the sky blue
- BREXIT
A new tax operating model?
- RegChain Reaction
Revolutionary reg. reporting in the funds world
- Smarter investing by trying to understand the mood of Mr. Market
- Innovation in private banking and wealth management
- Getting a handle on financial crime compliance in Southeast Asia
- Modernizing mutual fund reporting for today’s environment
Issue 22 - Sept 2016
- Interview: Adapting to a brave new world
- Impact investing
A sustainable strategy for hedge funds - Plugging the leakages in the implementation of currency hedging
- Capital-raising activities in Japan
A guide for offshore fund managers to navigate the regulatory landscape of Japan - Toward the end of treaty benefits for funds?
- Investor reporting
Catching a second wind - Unlocking efficiency through industrialization
- Future-proofing real estate
An insight into the potential use of blockchain in real estate funds - The future of asset servicing
Shaped by three disruptive technologies - The growth of ETF’s in Europe
Issue 21 - Sept 2016
- Interview: Building a Smart Financial Center
- Understanding Southeast Asia’s dynamism and diversity
- The future of investment management
Open application programming interfaces - A rapidly changing tax landscape
Recent Asian tax developments - The asset owners’ conundrum
Insourcing of asset management - Seriously sustainable
The portfolio managers who help investors to put their money where their values are - The reform of the German Investment Tax Act
Main content and impact for Asset Managers - Conduct of business rules in the Belgian insurance sector
From AssurMiFID to the Insurance Distribution Directive - Ensuring your business’s successful future
The investment management compliance framework - The UK’s vote to leave the EU
How will investment managers be affected? - Sustainable and Smart Beta
Both are here to stay, why not take advantage?
Issue 20 - May 2016
- In focus
Interview— Zooming in on the features and effects of the ELTIF framework - Hot topic
Interview— Investing in the “Real Assets” market— Perspectives - The Art & Science of Smart Beta
- Why the Eurocrisis is here to stay and what it means for investors
- Back (office) to the future
The four digital trends altering the status quo for custodians - Regulating the asset management industry proportionally will help create growth and jobs
- German custodians on the New Silk Road
Guiding investors into faster growing markets - European depositary regulation
Striking the right balance? - Impacts of Solvency II on the investment policy of insurers
- A common language is not enough
- A View on the Future Landscape of European Regulatory Reporting
- Fund distribution under MiFID II
Strategic considerations for investment managers distributing funds across the EU
Issue 19 - Jan 2016
- In focus
Interview— Zooming in on the features and effects of the ELTIF framework - Hot topic
Interview— Investing in the “Real Assets” market— Perspectives - The Art & Science of Smart Beta
- Why the Eurocrisis is here to stay and what it means for investors
- Back (office) to the future
The four digital trends altering the status quo for custodians - Regulating the asset management industry proportionally will help create growth and jobs
- German custodians on the New Silk Road
Guiding investors into faster growing markets - European depositary regulation
Striking the right balance? - Impacts of Solvency II on the investment policy of insurers
- A common language is not enough
- A View on the Future Landscape of European Regulatory Reporting
- Fund distribution under MiFID II
Strategic considerations for investment managers distributing funds across the EU
Issue 18 - Nov 2015
- In focus
Interview — Enrico Turchi, The search for a scalable framework - Private Equity as a catalyst for growth in the EU
- A holistic approach to regulatory watch
- Capital Markets Union
Will it be a game-changer?
- AIFMD Reporting survey
What lies ahead, what went before?
- AIFMD - Time for reflection and extension
ESMA release their advice and opinion
- Money Market Funds
US 2014 rules v EU draft 2015 rules
- Global risk management survey, ninth edition
Operating in the new normal: increased regulation and heightened expectations
- Asset management for insurers
A brave new world
- When A, C, and H spell “Connect”…
- Asset servicing
Finding the silver linings of regulatory clouds
- Deloitte 2014 European real estate investment management survey among asset managers and servicers
Forecast? Mostly sunny, with scattered clouds
- How can investment managers supercharge their alpha?
- Link'n Learn
Webinars - Programme 2015
Issue 17 - May 2015
“A disruptive innovation is a technologically simple innovation in the form of a product, service or business model that takes root in a tier of the market that is unattractive to the established leaders in an industry.”
Clayton Christensen
Digital technology and innovation are creating significant opportunities for the industry. The traditional distribution markets are being challenged, and we need to keep abreast of the changes. This 17th edition of Performance Magazine focusses on investment management and its related markets, which are being disrupted at an alarming rate. Articles include:
- Private Equity Investing in Africa
- Customer centric journey within Asset Management
- Will impact investing save our souls?
- DAC vs EUSD - Conceding the battle to win the war (against tax evasion)?
- The Common Reporting Standard reporting obligations in the context of trusts
- Legislation changes and clarifications impacting investment funds - A French update
- Combining active and passive managements in a portfolio
- How the CRA Regulation will impact the asset management industry
- Hong Kong - Towards a new paradigm?
- Fair Value Pricing Survey, Twelfth Edition
- 2015 Alternative Investment Outlook - Complex grounds, new frontiers
- Do you really know where your assets are, and if they are safe?
- Plans to reform the German Investment Tax Act - Overview and impact
2015 Regulatory Agenda - Top priorities
Get a snapshot of the EMEA regulatory landscape at your fingertips
Issue 16 - January 2015
This 16th edition of Performance Magazine contains valuable contributions from a range of industry luminaries. To set the scene, we take a look at Japan’s Government Pension Investment Fund and the future of the Japanese equity market. We also explore a variety of topics impacting the global investment management industry, including.
- The generation game: Engaging and connecting with millennials
- Investment management mobility: Managing investor and security concerns
- Preparing for Solvency II: Time for investment managers to act
- Information technology: A game changer for investment managers
- The evolving regulatory landscape: Preparing for UCITs V and PRIIPs
- New tax regulations impacting investment funds: Responding to developments in Germany, India, Ireland, Netherlands, and Switzerland
Issue 15 - September 2014
This 15th edition of Performance Magazine addresses some of the interesting challenges facing investment managers. To set the scene, we take a look at how Martin Gilbert, the CEO of Aberdeen Asset Management, grew Aberdeen into what is now Europe’s largest listed fund manager. We also explore the changing investment management landscape including articles on the following topics:
- Global tax and investor reporting: The road ahead
- The people agenda: What is keeping investment managers awake at night?
- Seismic shifts in investment management: A look at the UK market
- Calls for transparency: Challenges in the distribution chain
- Innovation: The street is also a real-world laboratory for the financial sector
Issue 14 - May 2014
It has been more than six decades now since Nobel Prize winning economist Harry Markowitz first laid the foundation for modern portfolio theory and since that time, the global investment management industry has continued to extend the boundaries of diversification into new realms. Pensions, endowments and other institutional investors were major instigators of this important evolution, as fund managers sought new asset classes to meet these plans' unique obligations. In many ways, the allocation strategies these managers designed served as precursors for today's truly modern portfolios, maintained by institutions and individual investors alike.
This 14th edition of Performance Magazine catalogues how institutional investors are once again pushing those borders. Our coverage takes us across the globe and contains contributions from some of the world's largest investment managers. This edition will explore topics, including:
- A steady hand at the helm: Perspectives from The Vanguard Group
- Data and analytics: A new battleground in the investment industry
- Cybersecurity and how fund managers can assess threats
- A changing landscape: Global tax and investor reporting
- A focus on Japan: Effective allocation of local capital could be a significant catalyst
- Navigating the new operational frontier