Our investment management solutions
We manage the urgent. So you can master the important.

Deloitte has designed 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.

FUND ACCOUNTING AND ADMINISTRATION
RISK
LEGAL BUSINESS SERVICES
COMPLIANCE
TECHNOLOGY
TAX

What’s holding your organization back?

Talent shortages, technology complications, operational risk—forces are arrayed that reduce your flexible capacity, hinder transformation, and distract you from your strategic focus.

Gender equality in business has always been incredibly important to me. I’ve had the great honor to lead Deloitte’s Women’s Initiative in New England. And I’ve enjoyed opportunities to share Deloitte’s journey with clients and others who are embarking on a similar journey themselves.

- Krissy Davis, who became the first woman ever to lead Deloitte’s US Investment Management practice in 2021.

Is your business invested in success?

As you help your clients achieve their financial targets, we are here to assist in working through complexities and celebrate your achievements. We invite you to explore how our leaders lay out consistent, outcome-driven, and dynamic insights relevant to what you’re facing.

When the day to day becomes year after year, it’s time for a change

Key management challenges—and how to overcome them

Get in touch

US Investment Management Practice Leader

kbdavis@deloitte.com

+1 617 877 8756

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