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About "Asset management"

The PwC asset management practice provides professional services to leading asset management organizations.

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Article archive

  • Asset Management 2020: A Brave New World

    2/18/14 | Asset management

    How will the asset management industry’s operating landscape change by 2020, and how can asset managers prepare for the challenges ahead and turn them into competitive advantages? PwC's Asset Management 2020 poses these questions and offers a perspective on how they might be answered.

  • The next generation of ETFs: Why every asset manager needs an ETF Strategy

    11/14/13 | Asset management

    Exchange traded funds (ETFs) have enjoyed two decades of explosive growth. Evolving and proliferating as they attracted new users, ETFs went from a single vehicle providing exposure to large cap US equities to thousands of products representing a dizzying range of asset classes and strategies. As ETFs reshape their environment all over again, asset managers and intermediaries alike will want to have strategies in place to deal with the changes sweeping across the competitive landscape.

  • How global tax reforms might impact ETF efficiency: A look at the implications for ETF strategy and structuring

    11/14/13 | Asset management

    Due to their low costs and potentially greater tax efficiency, ETFs offer a very efficient return to investors. ETFs’ tax advantages have contributed to their strong competitive position and growth. But a rapidly changing tax environment will present challenges as governments around the globe seek to bridge budget deficits. By staying on top of these changes, sponsors can mitigate adverse effects while remaining compliant with changing global tax laws.

  • ETFs: How innovators and regulators are shaping growth in the Asset Management industry

    10/28/13 | Asset management

    As Exchange Traded Funds (ETFs) enter their next phase of growth, much rests on the actions of the regulators. Innovation created ETFs and equipped them to achieve success through flexible, inexpensive and tax-efficient tracking of broad-based market indices. While growth in ETFs is set to continue, the pace of expansion likely will be impacted by regulations.

  • PwC Mutual Fund Directors Roundtable: 2013 highlights

    10/28/13 | Asset management

    Professionals from PwC’s Asset Management practice and directors from the boards of some of the nation’s leading mutual fund groups gathered for informal discussions of the industry’s key issues and significant challenges. These talks generated important insights into what directors are thinking about in today’s evolving marketplace regarding valuation, risk management, board effectiveness, and other key issues.

  • The Connected Advisor: The Rise of Digital and Social Advice in Wealth Management

    9/3/13 | Asset management

    This paper examines the four forces of change that are shaping wealth management - shifting demographics, changing client behaviors and expectations, rising technological innovations and emerging disruptive competition.

  • Current developments for mutual fund audit committees - June 30, 2013

    8/16/13 | Asset management

    This edition of PwC's Current Developments for Mutual Fund Audit Committees covers insider trading and the risks to registered funds, SEC scrutiny of mutual fund distribution and marketing fees, and valuation.

  • Strategic Imperatives for Asset Managers

    5/21/13 | Asset management

    This paper presents a thematic introduction to the issues the asset management industry is facing, the key implications to asset managers, and the questions firms should be asking to best adapt their strategies and take advantage of these new and emerging industry demands.

  • Podcast
    Podcast: Balance sheet offsetting disclosures

    8/7/12 | Asset management

    In this podcast, a PwC Assurance senior manager summarizes the disclosure requirements under Accounting Standards Update 2011-11, Disclosures about Offsetting Assets and Liabilities (ASU 2011-11).

  • Podcast
    Podcast: Certification of U.S. Tax Residency

    7/20/12 | Asset management

    In this Professional Development Program podcast, a PwC director in the PwC Tax Controversy and Dispute Resolution Team will answer frequently asked questions on the residency certification provisions. Some of the topics addressed in this series include purpose of U.S. tax residency certification, how to apply for residency certification, user fees, requirements to maintain and disadvantages/pitfalls.

  • Podcast
    Podcast: Frequently Asked Questions on Form 1139, Corporation Application for Tentative Refund

    7/20/12 | Asset management

    In this podcast, Devin Blackburn and Janice Flood from the PwC Tax Controversy and Dispute Resolution Team will answer frequently asked questions on the Form 1139. Some of the topics addressed in this Professional Development Program podcast include the purpose of Form 1139, impact and benefits of filing, key differences between Form 1139 and Form 1120X, and requirements for timely submission of Form 1139.

  • Podcast
    Podcast: New Presentation Requirements for Comprehensive Income

    7/20/12 | Asset management

    PwC's Craig Cooke, director in the National Professional Services Group, discuss the new presentation requirements for comprehensive income. Part of the Professional Development Program series, this podcast includes an overview of Accounting Standards Update (ASU) 2011-05, which was issued in 2011, and also addresses the indefinite deferral of one of the new requirements contained in ASU 2011-05.

  • Podcast
    PwC's Professional Development Program podcast series - Emerging Markets Debt and Distressed Debt

    2/28/12 | Asset management

    In this podcast, PwC Assurance senior manager Liz Pelan discusses an overview of emerging markets debt and distressed debt. The overview includes the definition of emerging markets debt, types of distressed debt and valuation concepts.

  • Podcast
    PwC's Professional Development Program podcast series - Loan Loss Reserves

    2/28/12 | Asset management

    In this podcast, PwC Advisory managing director Mike Shearer discusses an overview of the allowance for loan losses. The podcast provides background on some of the common industry methods used to estimate the allowance, including the approaches used by practitioners to address challenges experienced in the most recent economic cycle.