Publications

FS Viewpoints
Our series of timely, thought-provoking and informative publications on current issues impacting the financial services industry.

Emerging trends in real estate Emerging Trends in Real Estate® 2010
Produced by PricwaterhouseCoopers and the Urban Land Institute ULI), Emerging Trends in Real Estate, now in its 31st year, is the oldest, most highly regarded annual industry outlook for the real estate and land use industry and includes interviews and survey responses from more than 900 leading real estate experts, including investors, developers, property company representatives, lenders, brokers and consultants.


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.


3rd Quarter 2009 current developments for mutual fund audit committees
The document includes PwC articles & observations for the quarter, tax developments, summary of developments for this and the previous quarter and publications of interest to mutual fund directors.


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.
FS regulatory briefs*
These briefs provide a timely analysis of recent regulatory changes. This edition covers Private Fund Investment Advisers Registration Act of 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; Legislative developments in India: New tax code and limited liability partnership legislation.

Capitalizing on a climate of change
The issue of climate change is evolving from primarily a scientific and public policy concern to one of business risks and opportunities. Until recently, the impact of climate change on the deal market was barely on the radar of most businesses. However, national policy action on greenhouse gas emissions is requiring companies in virtually every industry to think about the impacts of energy and climate policies on their businesses.

Global Private Banking and Wealth Management Survey 2009 -- A new era: Redefining ways to deliver trusted advice
Established since 1993, this year's survey features data from 238 wealth managers in 40 countries. It includes input from senior management, with respondents ranging from global banks to specialists boutiques, family offices and high net worth individuals, providing significant insights into the global private banking and wealth management marketplace. Click to learn more about this year's key themes and findings.

Asset management news, June 2009
AM news is produced by professionals in their particular field at PricewaterhouseCoopers, to address important issues affecting the asset management industry.

Investment management & real estate perspectives
This publication examines trends and issues impacting the asset management industry -- and features interviews with Darrell Crate of AMG, Mohamed El-Erian of PIMCO, Mark Fetting of Legg Mason, Howard Marks of Oaktree Capital Management, and Bob Pozen of MFS.

Executive Oversight: Meeting governance and oversight challenges in a difficult economy
This paper highlights the areas that we believe merit more attention from investment managers, given the realities of today's economic environment.

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.

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.

Why Change Money Market Funds?
This paper discusses the increasing debate around the call for money market change and new regulation, as a result of the credit crisis. It shares recent activities, opinion and testimony on the topic, and poses questions for consideration as the oversight debate continues.

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.

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 securities lending, 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.

The mutual fund advisory contract review process: Simplifying complexity
This paper provides insights into the current environment, working practices and ongoing challenges trustees face in the advisory contract review process, and based on PricewaterhouseCoopers’ experience, includes recommendations for trustees and the advisor to consider.

Similarities and differences: A comparison of US GAAP and IFRS for investment companies
This publication is designed to provide a broad understanding of the major differences between US GAAP and IFRS as it pertains to investment companies. While this publication does not attempt to address every difference, it focuses on a number of differences PwC considers most significant and/or most common.

Investment company pricing and valuation: A focus on management responsibility and board oversight
An update of our guide originally issued in 2000. The purpose of this guide is to help management of investment companies and their boards meet the increasing challenge of portfolio securities valuation.

Harvesting value while reducing costs: A rapid approach to organizational restructuring
Financial services executives view access to key talent as a crucial source of competitive advantage. As CFOs carry out cost-cutting initiatives, they cannot afford to risk cutting the wrong people. Using a staged approach to cost reduction enables companies to build on quick wins and gradually create a culture of cost management. Value-based organizational restructuring, which quickly generates cost reductions without sacrificing valuable talent, can help fund subsequent reduction efforts, including sourcing, process reengineering, and technology automation, while optimizing the long-term value of the organization and its talent
Archive