Explore our latest investment management insights
Who we serve
How can we help
Select a filter to narrow your search about our related offerings
FILTERS All
Casey Quirk
Strategy consultants for investment management
Casey Quirk
Powerful forces are at work, creating unprecedented change in the investment management industry. Casey Quirk, our industry-focused strategy consulting team, combines deep asset and investment management strategy and implementation experience, a dedicated research group, and recognized talent to deliver value in a rapidly evolving environment. Our senior partners have an average of more than 20 years of hands-on experience advising senior leadership teams, working with every major firm type, asset class, and market segment in the world.
Casey Quirk leaders:
Mergers, acquisitions, and restructuring
Guiding organizations throughout the M&A life cycle
Mergers, acquisitions, and restructuring
Guiding organizations throughout the M&A life cycle
Mergers, acquisitions, and restructuring
Deloitte is a one-stop shop for guidance throughout the deal life cycle, with services ranging from M&A strategy and due diligence to post-close transition. We focus on providing services relating to the strategy, execution, and implementation of organic and inorganic growth to various stakeholders within the investment management industry.
Our offerings:
- Strategy & transaction readiness
- Diligence & transaction execution
- Day 1 readiness planning
- Post-merger integration
- Divestitutres
Mergers, acquisitions, and restructuring leaders:
Finance transformation
Keeping up with CFOs' biggest priorities
Finance transformation
Keeping up with organizations' biggest priorities
Finance transformation
Technology is accelerating the evolution of finance from providing insight to foresight. We can help you re-envision how corporate functions deliver services with a comprehensive solution that provides a seamless consumer-grade experience, connects disparate but connected functions across the company, and empowers people to focus on business priorities.
Our offerings:
- Strategy
- Process & service delivery transformation
- Risk & controls
- Technology platforms (including Cascade Suite)
- Data & analytics
- Talent & organizational transformation
- Reporting & visualization
Finance transformation leaders:
- Anthony DeAngelis: Principal
Operations and technology transformation
Optimizing platforms and processes
Operations and technology transformation
Our team enables large asset managers to achieve front-to-back technology enablement and operational optimization, agility, and resilience, centered on the strategic vision of the organization.
Our offerings:
- Operating model transformation
- Tech modernization
- Resiliency
- Digital assets
Operations and technology transformation leaders:
Data and analytics
Empowering businesses with real-time insights
Data, analytics, and AI
Empowering businesses with real-time insights
Data, analytics, and AI
Data and analytics continue to underpin both offensive and defensive strategies at financial institutions—spanning customer centricity and infrastructure modernization while remaining compliant with risk and regulatory priorities. As organizations are moving toward adoption of advanced technologies and analytical capabilities, we can help you better navigate the challenges of an evolving competitive landscape by enabling insight-driven decision-making and business value for stakeholders.
Our offerings:
- Platform development
- Client 360
- Data privacy
Data, analytics, and AI leaders:
- Brian Cassidy: Audit & Assurance Trustworthy AI leader
Outsourcing services
Scaling business with Deloitte Operate
Outsourcing services
Scaling business with Deloitte Operate
Outsourcing services
By bringing together insights, experience, and talent, we can help organizations address key gaps and help our clients improve service and cost levels. We've redesigned our investment management outsourcing services to impart outcomes-based help: scalable, technology-enabled, experience-driven, operationally integrated, strategic services that can assist you no matter the challenges you face.
Our offerings:
- Special purpose vehicle (SPV) accounting & fund services
- Fund accounting & administration
- Portfolio valuation operate services
- Risk
- Legal business services
- Compliance
- Technology
- Tax
Outsourcing services leaders:
Regulatory and compliance risk
Taking the complexity out of enterprise compliance
Regulatory and compliance risk
Regardless of your most urgent need, our paradigm is vigilance: helping organizations enhance their risk and compliance operations across first and second lines of defense, including conduct risk and surveillance. We solve client issues by leveraging innovative digital capabilities; a deep, industry-focused team of professionals; and a risk-intelligent, integrated approach.
Our offerings:
- Regulatory readiness and implementation services
- Remediation
- Risk & compliance operating model and progam assessments
- Compliance operate
- Legal business services
Customer life cycle leaders:
Human capital
Making sense of the human side of business
Human capital
Making sense of the human side of business
Human capital
Today's business challenges present a new wave of HR, talent, and organization priorities. Our Human Capital practice can help you design and execute critical programs—from business-driven HR to innovative talent programs.
Our offerings:
- HR transformation
- Organizaitonal transformation
- Workforce transformation
- HC as a service
Human capital leader:
Audit and assurance
Reinventing the standard of what's possible
Audit and assurance
Reinventing the standard of what's possible
Audit and assurance
Investment management firms are facing unprecedented change in the form of rapidly increasing competition, new regulations, evolving technology, and rising human capital expectations in an industry highly dependent on top talent. Deloitte can leverage its extensive global network to bring together knowledgeable professionals with experience in meeting similar challenges.
Deloitte's capabilities cover most segments of the investment management sector, including traditional and alternative asset managers, private equity, business development companies, and family offices. Our portfolio of audit and assurance services range from financial statement audit services to accounting and reporting advisory services such as finance transformation, on-call accounting advice, control services, and environmental, social and governance (ESG) compliance. Deloitte has the experience to address a wide range of audit and assurance challenges specific to the investment management sector.
Our offerings:
Omnia DNAV: Achieving a more insightful audit shouldn't take more effort from you. Omnia DNAV transforms investment auditing and portfolio valuation with multiple cutting-edge, cloud-based technologies that significantly reduce the audit burden on your team. Omnia DNAV saves you time while delivering insights, quality, and transparency with scale and speed.
Audit and assurance leaders:
Sustainability, climate, and equity
Advancing investment managers' sustainability journey
Sustainability, climate, and equity
Advancing investment managers' sustainability journey
Sustainability, climate, and equity
Our practice will work with you to determine and articulate your ESG ambition for both corporate and investment strategy. We will facilitate the rigor of internal investment processes matching the ambition of external ESG communications and commitments and prepare disclosures for investor and regulatory consumption.
Our offerings:
- Strategy & ambition
- Governance & enterprise risk
- Data process and controls
- Disclosure strategy
- Disclosure readiness and assurance
- Tax governance and transparency readiness and reporting
- Federal, State, and Local Tax Credits, Incentives, and Grants including those eligible for direct pay and/or transferability
Contacts:
- Sarah Digirolamo
- Bhawna Agarwal
- Tyler Cloherty
- Anastasia Traylor
Tax
Navigating the challenges of today and opportunities of tomorrow
Tax
Navigating the challenges of today and opportunities of tomorrow
Tax
Just when investment managers were getting used to doing business under extreme pressures, a new level of complexity has emerged. Deloitte Tax LLP can help investment managers rise to the challenges and capitalize on opportunities by providing specialized knowledge on the wide range of tax operational, technological and regulatory issues surrounding the industry. With the added strength of the Deloitte Touche Tohmatsu Limited (DTTL) member firm network, Deloitte has the ability to offer a global, integrated approach to tax business issues that combines insight and innovation from multiple disciplines with a wide range of tax business and industry knowledge to help organizations excel around the world.
Our offerings:
- Tax outsourcing
- Tax compliance and reporting
- Tax technology consulting
- Tax advisory
- Blockchain and digital assets tax services
Tax leader:
Stories of purpose and lasting impact
A curated collection of narratives that bring to life the many ways Deloitte’s Investment Management practice has helped industry clients unstick complex problems, create meaningful progress and advantage, and deliver value in the midst of adversity.
Stay connected with MyDeloitte
For more insights into Investment Management and other financial topics, visit my.deloitte.com to create your own personalized feed and enroll in email and newsletter updates. Once you're signed in and set up, you’ll have access to a robust content library of news, industry-specific takeaways, and topics of interest that will help you stay one step ahead.
Deloitte Platforms Navigation. Do not delete! This box/component contains JavaScript that is needed on this page. This message will not be visible when page is activated.
Insert Custom HTML fragment. Do not delete! This box/component contains code
that is needed on this page. This message will not be visible when page is
activated.
+++ DO NOT USE THIS FRAGMENT WITHOUT EXPLICIT APPROVAL FROM THE CREATIVE
STUDIO DEVELOPMENT TEAM +++