Alternative investment funds publications and resources

	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 in this inaugural issue of Asset Management M&A insights.

	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

	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.

The lull before the storm: AIFMD News Edition 8, Spring 2011
In this edition of AIFMD News we discuss the latest developments and consider what clients should be doing to prepare for the Directive's implementation.

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.

US tax implications for sovereign wealth funds of financial derivative investments
SWFs have begun hedging the foreign currency and interest rate exposures on their investments with financial derivatives. Further, SWFs have also begun to utilize financial derivatives to achieve the fundamental economic exposure that their fund managers may be seeking.

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.

Asset management valuation survey
In order to help asset management respond effectively to regulatory and investor demands, PwC conducted a web-based survey designed to gather, analyze and share information about emerging trends in the valuation governance process.

Infrastructure investing: Global trends and tax considerations, part II
This article focuses on recent developments concerning the infrastructure space in the United States and other countries such as Australia, Mexico, and Spain. It is arranged as follows: (I) Current trends and recent developments in the infrastructure arena, (II) Country-specific tax considerations, and (III) Conclusion.

Pay to play
“Pay-to-play” is the practice of making campaign contributions and related payments to elected officials in an attempt to influence the awarding of lucrative contracts for the management of public pension plan assets and similar government investment accounts.

Private fund advisers: Integrating testing into a risk-focused compliance program
The financial services industry that has emerged from the recent market turmoil is one that has stricter standards, greater regulatory scrutiny, and higher client expectations for alternative asset management firms. As part of the Dodd-Frank Wall Street Reform and Consumer Protection Act many hedge fund and private equity fund advisers (private fund advisers) will be required to register with the Securities Exchange Commission (SEC).

PwC's Financial Services Regulatory Practice: How we can help private equity advisors
Financial regulatory reforms passed in July 2010 will require most private equity (PE) fund advisors to register with the US Securities and Exchange Commission (SEC). After being exempt from registration for more than 70 years, PE advisors will be subject to the full scope of the Investment Advisers Act of 1940, increased disclosure and reporting requirements, and periodic inspections by the SEC. Importantly, because Congress left critical details for rule making to regulatory agencies, this adjustment will be a multiyear process.

PwC's Financial Services Regulatory Practice: How we can help quantitatively driven asset managers
This document provides a closer look at high frequency trading compliance and regulatory issues for asset managers and how PwC can help address regulatory compliance issues and manage regulatory risk effectively.

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

GIPS take two: The second generation of global investment performance standards
This point of view discusses what changes to GIPS will mean for asset managers.

Alternative investment funds publications and resources

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