Alternative investments

PwC's annual alternative investments seminar From Black box to open book: trust and transparency - download presentations and speaker bios from this event. Learn more >

From black box to open book: Hedge fund trust and transparency Our view is that there is room for further improvements related to conflicts of interest and operational controls to allow the sector to truly fulfil its growth potential. As allocations to hedge funds increase, trust and transparency will now be crucial factors in winning investors’ favour for allocations of assets. Learn more >

Asset Management M&A Insights: Navigating through stormy markets The instability and uncertainty of recent markets has left merger and acquisition activity unchanged from depressed levels in prior years, despite pent-up demand among buyers. Growth is clearly back on corporate agendas as CEOs are focused on how to best capture and maximize new revenue opportunities. Learn more >

US Alternative Investments Assurance Leader Paula Smith highlights some of the key findings from PwC's US Asset Management State of the Industry report in this video.

US Asset Management: The State of the Industry - video series PwC Asset Management Practice leaders share their views on the challenges and opportunities impacting asset managers today. Learn more >

US Asset Management - The State of the Industry This paper explores what we believe to be among the key challenges facing the industry, as it continues to grapple with a number of difficult issues, including: Product development, Evolving investor expectations, Mergers & acquisitions, Global tax risk, Global sourcing, Tax optimization, Performance measurement, Talent management, Regulatory change (including Dodd Frank, FATCA and more).

Hedge Funds 2.0: Infrastructure: From Cost to Benefit This paper outlines why stronger hedge fund sector infrastructure is essential and discusses what this involves and the benefits it will bring.

Becoming FATCA Compliant - Why asset managers should prepare now Beginning January 1, 2013, the provisions of the Financial Account Tax Compliance Act (FATCA) will impose a 30% US withholding tax on any US-sourced income and the gross proceeds from the sale of investments that produce US sourced interest or dividends (withholdable payments) received by any offshore fund or other foreign financial institution (FFI).

10th annual alternative investments seminar highlights PwC recently held its 10th annual alternative investments seminar series across the country and internationally to explore the challenges facing the industry now and in the coming decade. The attached publication captures highlights from the seminar and provides insight into the key trends and developments discussed at the seminars.

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Our industry leadership

PwC is a recognized leader in serving both traditional and alternative investment management products. Our alternative investments group provides clients with:

• Coordinated accounting, tax and advisory knowledge
• Tax and business experience - domestically and internationally - on the tax planning and structuring issues associated with alternative investment strategies and products
• Industry knowledge to allow you to benchmark your practices against others in the industry
• Established relationships with the major participants in the marketplace.

Our services

The foundation of many of our client relationships includes independent audits and pro-active global tax services. The advisory services we offer the industry, however, range well beyond these cornerstones, and they include:

• Regulatory compliance consulting
• Product structuring
• Transaction services/due diligence
• Operational and systems advisory services
• Risk management services
• Investment performance measurement