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 22 - Sept 2017

  • 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
PDF - 11mb

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?
PDF - 11mb

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

PDF - 6.4mb

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
PDF -3.8mb

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
PDF -7mb

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
PDF - 4.6mb

2015 Regulatory Agenda - Top priorities

Get a snapshot of the EMEA regulatory landscape at your fingertips

Download the full agenda

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
PDF - 3.8mb

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
PDF - 5.5mb

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
PDF - 4.8mb
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