Alternative investment funds publications and resources

Valuation process transparency: Demands challenge asset managers and directors Valuation process transparency: Demands challenge asset managers and directors
This publication stresses the importance of asset managers taking a proactive approach to their valuation process in order to protect both themselves and their shareholders.


Private Fund Investment Advisers Registration Act of 2009 FS regulatory briefs*
These briefs provide a timely analysis of recent regulatory changes. This edition covers Private Fund Investment Advisers Registration Act of 2009.


Due diligence Seeking transparency in uncertain times: Refocusing your investment adviser due diligence program
It is no longer advisable for investors to rely on the historical performance returns of investment managers.

Revised foreign bank account reporting causes additional burdens for investment funds and advisors
Investment fund managers should be aware of major changes to the foreign bank account reporting rules that impact filings due on June 30, 2009.

PwC alternatives: Volume 4 no. 2
This issue includes the following: Regulatory changes in the US and the EU directive, The "Big Bang" Protocol and its effects on credit default swaps, Prepare for transition – the FASB codification, Dark pools of liquidity, All aboard! The impact of the NYS MTA payroll tax on alternative investment fund managers, Tax developments in China, and Legislative developments in India: New tax code and limited liability partnership legislation.

The Professional Development Program 2009 calendar
The Professional Development Program includes a variety of learning solutions including: over 30 seminar courses, eLearning self studies, podcasts and webcasts to meet your needs in this rapidly changing industry.

Hedge fund regulation: How should alternative investment firms prepare for regulatory change?
Reform of the financial markets architecture is clearly on the horizon. What will the new regulatory environment mean for hedge funds and other alternative investment managers, and how should managers begin preparing for the inevitable changes?.

Highlights: Eighth annual alternative investments seminar
In December 2008, PricewaterhouseCoopers kicked off its Eighth Annual Alternative Investments Seminar series in New York City with an audience of more than 1,300 participants. This material highlights the key industry trends and issues discussed during the seminar.

Transparency versus returns: The institutional investor view of alternative assets
This briefing, the 16th report in our FS Briefing Programme looks at the Alternatives market from the perspectives of institutional investors and alternative investment providers.

Investment Management 'Point of View' Series
PwC has developed 'point of view' series on a range of auditing, accounting, advisory and regulatory issues affecting our clients and our profession. Topics include hedge funds, forensic testing, rogue trading, maximizing talent, FAS 157 implementation, wealth management, M&A due diligence, internal controls reporting for hedge funds, evolution of investment management sourcing, and guidance on auditing compliance programs. Click here to request copies.

Investment management Professional Development Program Podcast series
PricewaterhouseCoopers Investment Management Professional Development Program Podcast Series. These podcasts will focus on the latest technical developments in the industry and what those developments mean for you. The podcasts will highlight some of our most experienced and knowledgeable PwC Investment Management Partners and experts who bring to you their specialized industry knowledge and the most recent information available in the industry Click here to see the list of podcasts available through the IM Professional Development Program.

Eighth annual alternative investment funds seminar series
Course materials from PricewaterhouseCoopers' eighth annual alternative investment funds seminar and related thought leadership from PricewaterhouseCoopers.

AU332 monograph (267kb): This monograph, entitled Auditing alternative investments, a practical guide for investor entities, investee fund managers and auditors, is an informative and thought-provoking document that highlights existing guidance and provides a common message to both investors and investees as to how policies, procedures and controls might be enhanced.

PwC alternatives : A quarterly publication, which provides insightful, thought provoking articles on topics affecting the hedge fund and private equity fund communities.

Looking ahead: Strengthening the structural foundation of the US IM industry
Against a backdrop of continued convergence in the industry, an increased emphasis on product development, and a challenging legislative and regulatory environment, the need for a renewed focus on internal control is more important than ever. This publication provides an overview of today's environment, our observations on five key areas of internal control and suggested practices to address challenges in each area.

The regulation, taxation and distribution of hedge funds : This PricewaterhouseCoopers report includes a detailed consideration of the various national regulatory and tax regimes as they affect hedge funds, hedge fund managers and hedge fund investors across the marketplace.