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Financial Services Research

Through thought-provoking publications, surveys and reports as well as insightful commentary, Deloitte Research delivers innovative, practical knowledge companies can use to improve their overall business performance. Our global network of research professionals and senior consultants can identify, analyze and help explain the issues critical to businesses across a variety of industries.

In our Financial Services research area, you will find thought leadership and commentary on topics including offshoring, cost reduction, customer retention, and mergers and acquisitions.

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Financial Services research

Insuring the catalyst-customer
Gen Y is projected to become the wealthiest generation ever. What do insurers need to know to better position themselves to capture the enormous opportunity Gen Y presents?

The IFRS journey in insurance  
Learn how the implementation of IFRS may impact key business strategies in the insurance industry.

The missing link in the sovereign wealth fund acquisition spree
Sovereign wealth funds (SWFs) are emerging as key players in global capital markets. This report focuses on SWFs with strategic motives that seek to gain more than a typical investment return.

Global Security Survey 2007
This fifth annual survey defines benchmarks for IT security in the financial services industry.

Global financial services offshoring report 2007
The fourth offshoring study from Deloitte Research examines trends in the financial services industry, based on interviews with 36 global institutions.

Risk management and valuation practices in the global
hedge fund industry

Risk management and valuation practices are increasingly important for hedge fund advisers, investors and regulators. Yet, there are very little data on the actual risk management practices of hedge fund advisers. This survey of 60 hedge fund advisers examines the field's prevailing risk management practices.

Generational talent management
Many in the Financial Services Industry fear an impending shortage of human resources given the growing economy, aging workforce and limited supply of new and experienced talent. This study presents strategies for banking and securities companies to engage, sustain and communicate to the newest workforce consumer — Generation Y.

Financial services in 2010
The worldwide market for financial services is evolving rapidly and is likely to look very different by the year 2010. This study identifies major market drivers and operational challenges that financial institutions will likely face over the next four years and pin-points the strategies and practices recommended to create the "Hallmarks of Success."

Global financial services offshoring
This annual study shows the growing divide in offshore strategies, models, and operating practices and reveals best practices that the most successful companies are employing to achieve sustainable results.

How financial institutions can drive growth through process and service innovation 
Revenue growth is the primary driver of shareholder value and the main challenge for financial services companies around the world. Yet, at this time, the industry’s growth objectives are often tempered by a continuing focus on cost containment. More balance is required.

How China can achieve sustainable social and economical success by fostering a new financial infrastructure
Reforming the financial sector is a top priority for China's government as it works to ensure that the country's current accelerated growth can continue in an orderly fashion. A more robust financial infrastructure will help to ensure both sustainable economic growth and social progress.

How offshoring has changed the competitive dynamic for global financial services institutions 
By 2010 more than 20 percent of the financial service industry's global cost base will have shifted offshore. Based on our research, we have found four key factors that organizations should consider when moving operations offshore.

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