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About "Asset management"
The PwC asset management practice provides professional services to leading asset management organizations.
More about this authorArticle archive
- 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.
- Current developments for mutual fund audit committees: September 30, 2012
11/16/12 | Asset management
This edition of Current Developments includes articles on the adoption of a new Auditing Standard by the PCAOB, regulatory highlights from a PwC Mutual Fund Directors Roundtable, and potential implications for mutual funds surrounding the uncertain fate of the 2001 and 2003 tax cuts.
- PwC mutual fund directors roundtable 2012 highlights
10/22/12 | Asset management
PwC invited independent directors from the boards of mutual fund complexes to discuss issues facing the industry, including new and forthcoming regulations, adopting leading-edge practices in risk management and valuation, conducting effective contract review processes and improving the effectiveness of boards.
- 9 new rules of IT strategy for asset management
10/10/12 | Asset management
The asset management industry is experiencing structural change driven by investor preferences, pricing pressure and uncertain markets which introduce the risk of misalignment between business and IT strategy.
- Current Developments for mutual fund audit committees: June 30, 2012
8/30/12 | Asset management
This edition of mutual fund audit committee current developments highlights non-agency residential mortgage-backed securities, changes to consolidation as outcome of proposed entity definitions, and FATCA implementation updates.
Podcast
Podcast: Balance sheet offsetting disclosures8/7/12 | 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 Residency7/20/12 | 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.
- From black box to open book: Hedge fund trust and transparency
7/20/12 | Asset management
US hedge funds have enhanced transparency, controls and infrastructure, gaining the trust of institutional investors. Across the hedge fund value chain, a new framework is emerging that is improving investor protection that is still in process.
Podcast
Podcast: Frequently Asked Questions on Form 1139, Corporation Application for Tentative Refund7/20/12 | 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 Income7/20/12 | 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 series4/23/12 | Asset management
This PwC podcast series focuses on the latest technical developments in the financial services industry and what those developments mean for you. Topics for podcasts range from broad financial services industry specific issues such as actuarial or banking to technical issues related to financial statement presentation resulting from new accounting standards/pronouncements, recently issued tax regulations, and IRS practice and procedure issues.
- Top Issues Facing Asset Managers
4/17/12 | Asset management
The asset management industry faces challenging markets, regulatory reform, competition for clients and talent, and new expectations from investors, regulators, industry partners and other stakeholders. In spite of these challenges, the asset management industry is positioned for future growth.
- 2011 US Asset Management reward and talent management survey
3/23/12 | Asset management
PwC's 2011 US Asset Management Reward and Talent Management Survey gives human resource leaders insight into emerging trends and best practices in talent acquisition and retention. Volatile financial markets, minimal M&A activity, global regulatory reform and greater investor scrutiny continued to pressure asset managers, HR leaders are redesigning incentive and governance structures to support evolving business objectives and grow their human capital base.
- Asset Management M&A Insights: The way forward
2/29/12 | Asset management
2011 was the worst year in global asset management mergers and acquisitions in five years. European bank divestitures, continuing improvement in valuations and strong buyer interest should improve in 2012. Competition for growth is increasing and continuing uncertainty could make managing performance difficult.
Podcast
PwC's Professional Development Program podcast series - Emerging Markets Debt and Distressed Debt2/28/12 | 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 - Getting the Right Fit2/28/12 | Asset management
In this podcast, PwC risk assurance professionals discuss the primary reporting standard applicable to service organizations and service providers. Specifically, the podcast addresses American Institute of Certified Public Accountants (AICPA) Attestation Standard 101 (AT 101).
Podcast
PwC's Professional Development Program podcast series - Loan Loss Reserves2/28/12 | 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.
- Similarities & Differences: A comparison of US GAAP and IFRS for investment companies
3/8/11 | Asset management
Now in it's third edition, this publication provides a general overview of the key similarities and differences between the accounting principles generally accepted in the United States (US GAAP) and International Financial Reporting Standards (IFRS) as they are applicable specifically to investment companies.