Asset Management Insights

Asset Management Insights is our new flagship publication for communicating key asset management issues. Replacing our quarterly Asset Management News publication, our specialists will use this platform to keep you informed about our latest thinking on critical topics such as regulation, risk management, people and governance.

22 May 2012

Engineering a path to profitable growth

By reviewing their operating models and reorganising their businesses, asset managers will overcome margin pressure.

30 Apr 2012

Asset Management and Solvency II: Turning the shake up to your advantage

How asset managers and asset servicers can use Solvency II as an opportunity to attract more business from insurers

17 Apr 2012

European real estate seeks safe havens

Low economic growth and a shortage of debt capital are restraining returns in Europe’s real estate market, while the US and Asia are also suffering from uncertainty, according to the Emerging Trends in Real Estate® 2012 series.

03 Apr 2012

Anticipating asset manager M&A

All the signs point to a recovery in M&A in 2012, following last year’s low levels of activity.

03 Apr 2012

Private equity leverages responsibility

A PwC survey of US and European private equity firms found that almost all believed that responsible investment creates value, although their approach is still evolving.

21 Mar 2012

Distributing funds in Asia’s growth market

Asia has significant potential for growth, although geographical diversity and regulatory issues pose challenges.

29 Feb 2012

The Volcker Rule Proposal and asset management firms

The breadth of the proposed prohibitions and their complexity has caused industry consternation. After significant concerns were expressed in the comment period that ended on 13 February 2012, US regulators are considering their next steps, and a revised rule or proposal seems likely.

22 Feb 2012

Lessons of the crisis for real estate funds

Those managers that dealt best with the corporate governance and communication challenges created by the crisis are likely to be rewarded in future fund raisings.

15 Feb 2012

How do the proposed FATCA regulations impact Asset Managers?

PwC Observation: It has been suggested that the proposed regulations have either delayed FATCA or that the efforts around compliance for the asset management industry have been substantially mitigated. It seems in fact there is still a substantial amount of work to be done by these asset managers to even qualify for deemed-compliant FFI status. Given that the regulations have provided details on how these rules may ultimately work, asset managers should have sufficient direction to begin assessing and developing a plan with their third-party service providers to implement the requirements of FATCA into their business processes and procedures.

10 Feb 2012

Chile simplifies fund regulation

A new bill being debated by Chile’s Congress would simplify regulation, so enhancing the country’s attractions as an asset management centre.

06 Feb 2012

Guarding against a euro crisis

While the probability of a eurozone break-up remains small, asset managers should develop contingency plans to guard against the difficulties that would follow.

01 Feb 2012

ETFs' new operating model needs

ETFs are becoming more popular, yet some in the industry do not yet have the specialised, cost-effective operating models they need.

17 Dec 2011

Private equity’s ‘fair value’ judgment

Valuing private equity investments in volatile markets is an inexact science that requires sound judgement.

15 Dec 2011

AIFMD: ESMA publishes ‘Final Advice’

In November 2011, the European Securities and Markets Authority (ESMA) published its final advice to the European Commission (EC) on possible implementing measures under the Alternative Investment Fund Managers Directive (AIFMD). The alternative fund industry now has a clearer picture of what AIFMD will mean for it.

13 Dec 2011