Investment Management

Deloitte serves the Investment Management industry

​Investment managers continue to do business in a complex marketplace and navigate an ever-changing global landscape. Whether you are in private equity, hedge funds, or mutual funds, Deloitte Investment Management Services can help you rise to the challenges and capitalize on opportunities. We provide specialized knowledge and fresh insights into the wide range of operational, technological, and regulatory issues surrounding the industry today.

The future of investment management

How can asset and alternative asset managers fuse purpose and profit to aspire to a higher bottom line? Learn how leading firms are forging a more human-centered investment management landscape, one that aligns net-positive social impact and ROI. Lead from the front with a bottom line your business can truly be proud of.

Deloitte’s award-winning Investment Management Audit & Assurance services

Deloitte tailors its audit and delivery approach to provide valuable industry insights for its investment management clients. Our ongoing commitment to the investment management industry has been recognized by several industry forums.

Deloitte was named "Best audit service" in 2020 and "Best audit firm" in 2019 at the Alt Credit US Awards in recognition of its leading services to alternative credit managers.

In 2018, Deloitte’s services related to private companies and the investment management industry helped Deloitte earn "Best private client audit firm" honors during the 2018 Private Asset Management Awards.

Deloitte’s Audit & Assurance services help a multitrillion-dollar capital markets system function with greater confidence. Deloitte’s Audit & Assurance services can help your business understand the complexities of an ever-changing environment. Learn how Deloitte’s Audit & Assurance services can help provide valuable insights to your business.

Deloitte 2019 AltCredit awards winner
Deloitte wins Best Private Client Audit Firm

Learn more

Our cross-functional industry group is comprised of more than 2,800 partners, managers, and staff, providing a spectrum of assurance and advisory, tax, enterprise risk, regulatory, and consulting services to a broad range of Investment Management companies. Our clients include investment advisers and administrators from every sector of the industry.

For additional information, please contact:

Krissy Davis
Investment Management Business Leader
Deloitte & Touche LLP

Meet our leader

Krissy Davis

Krissy Davis

US Investment Management Practice Leader

Krissy is a Deloitte vice chair and the leader of Deloitte’s US investment management industry practice. As the industry leader, Krissy is responsible for driving the integrated industry strategy acro... More