Embracing global complexity

The complications of investments across the world— and how we helped the client overcome them

A global real asset investment management organization faced operational and talent challenges as it scaled across multiple continents. While the client internally managed its SPV accounting for its holdings in the Americas, functions in Europe, Africa, and Asia were outsourced to multiple service providers. Additionally, the inability to secure and retain talent with knowledge of local regulations created reputational and operational risks as the client’s investments expanded into new regional markets. This led to increasingly fragmented operations and a workforce unable to keep up with its fund administration and accounting needs.

Our approach to helping to address our client’s challenges began with collaboration. By pooling resources within the United States, Europe, and Asia, we quickly sourced talent for multiple business lines and geographies. This helped stabilize the client’s operations and enabled the transition to Deloitte’s SPV Operate services to streamline accounting processes. By pairing our talent with automation-fueled tech, we helped our client implement a scalable operating model capable of data-driven, risk-based oversight on a global level. Our client’s core business strategy and growth objectives are now backed by a global operating model designed to scale value.

Does your fund management have the backing to move forward?

How Deloitte brings its worldwide presence to bear for our SPV and fund services clients

Our technology ecosystem, cultivated by in-house, automated platforms, can enable continuous data monitoring and timely financial reporting. And with member firms in more than 150 countries, we have access to specialized talent with local, in-depth knowledge—no matter where your regulatory or operational challenge lies.

The maze of SPV and fund service challenges need not be navigated alone. Let our team guide you toward value-driven outcomes.