Performance magazine | FSI | IMP | Deloitte Netherlands

Article

Performance Magazine 

Triannual digest for investment management professionals

Performance brings you the latest articles, news and market developments from Deloitte’s professionals and clients.

Sign up for the Performance Magazine

The 38th edition of the Performance Magazine is out now! To download the magazines, click on the button below the image. To receive the newest articles automatically by email, click on "sign up" button on the right.

Receive the Performance Magazine by email

Sign Up

Performance Magazine Issue 39, September 2022

  • Greenwashing risks in asset management
    Staying one step ahead
  • Why the current settlement 14 world is like Formula 1
    Poor communication hampers speed
  • The golden rule of global financial communication
    Language really matters
  • Can securities lending and responsible investment strategies be compatible?
    An overview of public studies and academic research
  • 100 Women in Finance
    In conversation with CEO Amanda Pullinger
  • What’s driving investment and wealth managers’ ESG strategies?
    Data connects E, S and G
  • Walking the path to net-zero with clients
    In conversation with Fabiana Fedeli of M&G Investments
  • Enhancing Investment Stewardship
    Modernizing the active ownership operating model

Performance Magazine Issue 38, June 2022

  • From delivery mechanism to strategic lever: The future of funds
  • ESG investing as the 'age of complacency' ends
    How unshakeable can the definition of ESG actually be when seismic global events change the landscape?
  • Navigating the ever-evolving ESG landscape
    The view from the Cayman Islands
  • Measuring the value of human capital
    Human capital is one of the largest drivers of value
  • 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?
  • Switzerland's fund distribution rules
    Rules and regulations for foreign funds aimed at qualified investors
  • Modernization through regulation
    Two years on, what have we learned from the Cayman Islands' private capital funds regulatory regime?
  • The digital revolution is also here
    How ETL and data analytics have transformed the auditing of funds

Performance Magazine Issue 37, February 2022

  • The importance of the personal touch
    Deloitte Germany’s Christian Boeth interviews Leif Schönstedt of Union Investment Institutional GmbH
  • The future of ESG in asset management
    In conversation with Wiebke Merbeth of BayernInvest and Ingo Speich of Deka Investment
  • Does data really facilitate today’s cross-border investment fund distribution?
  • COVID-19: a silver lining for marketing?
  • Deloitte 2021 FX Hedging Survey
    How the currency overlay industry is facing 2021’s challenges
  • Have you thought about the “Cs” in ESG?
    Why Credibility and Comfort matter in a sustainable business model

Performance Magazine Issue 36, October 2021

  • Assessing the value investment funds deliver to investors
    Lessons from the UK experience
  • Accelerating digital transformation, responsibly
    Achieving a higher bottom line in financial services
  • Artificial intelligence: to the rescue of tedious compliance tasks
    UCITS eligibility validation with AI
  • Will smart beta ETFs revolutionize the asset management industry?
    Understanding smart beta ETFs and their impact on active and passive fund managers
  • Demystifying your ManCoTech journey
    Digitalization as a key enabler to support the strategic agendas of ManCos
  • New PRIIPs RTS
    What you need to know for a successful migration
  • IM changes on the horizon
    A quick tour of upcoming regulatory changes
  • CSRD: cornerstone of EU's sustainable finance strategy for quality investor ESG data
  • Three roads to MiFID III
    What lies ahead for the upcoming regulatory review?

Performance Magazine issue 35, May 2021

  • Aegon Asset Management stepping up to the global challenge
    Building a competitive investor
  • Investment Management Platform Providers
    Are platform providers ready to address asset managers’ emerging business and operational needs?
  • Opportunity knocks
    How global asset managers can win in China
  • A moving target: Refocusing risk and resiliency amidst continued uncertainty
    Findings of Deloitte’s 12th global risk management survey
  • A naturally intelligent approach to investing
    How AI technologies are improving man-machine communication with natural language processing
  • China isn’t emerging, it’s returning!
    Claude Hellers of Fundbridge and private investor, David Baverez in discussion
  • India’s 2021 Budget
    What’s in it for foreign portfolio investors?
  • AIFMD at a turning point
    Looking back and forth
  • Breaking the silos
    The journey towards shared meaning and organizational knowledge
  • On the highway to transparency in a world of proper costs and charges
    How ESMA promotes a sound pricing governance for investment funds in the EU
  • An update on sustainability disclosure
    Did the investment industry pass the SFDR intermediary disclosure test?

Performance issue 34, January 2021

  • Technology for the C-suite
    Driving competitive advantage in investment management
  • 2021 investment management outlook
    Pressure catalyzes change
  • Evolution of Digital Assets, Bitcoin, and Mainstream Investments
    A conversation with Fidelity Digital Funds' Peter Jubber
  • Climbing aboard the sustainability train
    How the SFDR and the global pandemic may influence sustainable and responsible investment
  • EU Regulations trends and perspectives 
    An overview of EU regulatory developments impacting investment firms, banks, and asset managers
  • The bank of the future
    Understanding the value of digital innovation and transformation
  • Unlocking value with sustainability
    The role of double materiality
  • New Limited Partnership Fund regime introduced in Hong Kong
    A game changer for the fund management industry
  • Taking stock of the Alternative Investment Fund Managers Directive nine years later
    Will the marketing of AIFs improve?
  • The dawn of ManCoTech 
    The unavoidable evolution
  • Reporting requirements in Asia
    Guiding you through the challenges of cross-border fund distribution

Performance issue 33, September 2020

  • Whole of portfolio view
    A holistic approach for multi-asset management
  • Finding your way into the Chinese IM markets
    Full of opportunities
  • Directly from the source
    Interviews with CEOs of leading Chinese asset managers
  • Breakthrough for China’s listed REITs
    Realities and directions
  • Recent developments in the investment environment in Taïwan
    Accelerated return of capital from overseas
  • Value-at-Risk benchmarking during a crisis
    Implications of the COVID-19 turmoil
  • Banking services to PE/RE managers
    Conversation on cash management from a PE/RE perspective with Laurent Leclef, Head of Transaction Services Sales at ING Luxembourg.
  • Rethinking currency overlay
    How to respond to 2020’s new FX volatility regime
  • A tale of two pillars
    IFD/IFR introduces new capital requirements for investment firms
  • Sustainable capitalism
    Public and private combine to aid recovery
  • CMU 2.0 
    What’s next after CMU and COVID-19?
  • Sustainability corner
    The rules of the game

Performance issue 32, May 2020

  • The 2020 investment management industry concussion
    Lessons learnt from the COVID-19 crisis for the investment management industry
  • Advancing environmental, social, and governance investing
    A holistic approach for investment management firms
  • New horizons for ETFS
    Regulatory change opens doors for all exchange-traded funds including active nontransparent ETFs
  • Righting the ship
    Transforming active equity in a competitive world
  • Managing investment costs and aligning interests
    An article written by Kim Bowater, Director of Consulting Frontier Advisors
  • Global Investment Performance Standards (GIPS®) 2020
    A new impetus for GIPS standards
  • Art & Wealth Management
    Creating a personal and emotional connection with clients through passion-related wealth
  • 53 pages for 45 Questions
    Deloitte Luxembourg’s 2020 Cross-Border Fund Distribution Conference explored the future of the asset management industry and what opportunities the next decade will hold
  • Sustainability corner
    EU Green Bonds according to the EU

Performance issue 31, January 2020

  • Value-Added Services (VAS) is the new banking battlefield
  • Data sharing in financial services
    Five techniques to enhance privacy and confidentiality
  • An interview with Blackstone’s head of Real Estate Europe
  • Shareholders’ Rights regulation
    The undercover game changer
  • Industry interested in technological development
  • PRIIPs & MiFID 2 transaction costs for funds
    Behind the scene of the drama
  • The Italian asset management sector
    An attractive market
  • Building a robust model risk management framework in financial institutions
  • Asset management disrupted
    Unlocking the potential of artificial intelligence in fixed income investing

Performance issue 30, September 2019

  • 2019 Investment Management Outlook: Mid-Year Review
  • Managing M&A Integration
    A guide for investment and wealth managers
  • Engaging the whole firm
    Improving client experience in institutional and wholesale investment management
  • The future of the asset management industry
  • Artificial intelligence
    The next frontier for investment management firms
  • Amundi - Pioneer
    The recipe for a successful integration process
  • India Budget 2019 brings some gain, some pain for foreign investors
  • Distribution 2.0
    How technology will redefine the relationship with asset management clients
  • A financial frontier
    Opportunity from the East

Performance issue 29, May 2019

  • Rethinking reward strategies
  • PIR light and shadow
  • Looking to the future
  • Mastering the art of ESG data
  • Focus on your strengths, white label the rest
  • The Placement Agent's View
  • Wealth managers at a crossroads
  • Digitizing investment suitability
  • Just another day at the (middle) office?
  • Liquidity risk management - a look at the tools available
  • If you think investment managers have flown under the Australian Royal Commission radar, think again
  • The investment revolution?
    What will asset management look like in the future?

Performance issue 28, January 2019

  • What lies ahead for the Indian investment market?
    Interview with Mr. Ashwini Agarwalm, Portfolio Manager and Designated Partner of Ashmore India.
  • Foreign portfolio investment in India
  • Doors opening for FPIs in India
    Interview with Aditya Sharma Director, Head of Prime, Futures & Securities Services, Citi South Asia.
  • Implementation of General Anti-Avoidance Rule in Indian tax law 
  • The investment fund industry
    The latest trends in a dynamic market
  • ESG: shaping the new normal for active managers
  • The new benchmark rate for euro transactions
    Here comes "ESTER"
  • A physically, mentally, and financially demanding endeavour
    The athlete's lifecycle 
  • FinSA and FinlA and their impact on independent asset management in Switzerland
    The (partial) beginning of a new area

More information?

Would you like to know more about investment mangement or the Performance Magazine? Please contact Marieke van Eenennaam or Jan-Wouter Bloos via the details below.

Did you find this useful?