Asset management

PwC's annual alternative investments seminar PwC's annual alternative investments seminar
From Black box to open book: trust and transparency - download presentations and speaker bios from this event.
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Asset Management M&A Insights: Navigating through stormy markets 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.
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US Asset Management: The State of the Industry - video series US Asset Management: The State of the Industry - video series
PwC Asset Management Practice leaders share their views on the challenges and opportunities impacting asset managers today.
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6/30/2011 Current Developments for Mutual Fund Audit Committees 6/30/2011 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.
US Asset Management - The State of the Industry 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 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.
Becoming FATCA Compliant - Why asset managers should prepare now Becoming FATCA Compliant - Why asset managers should prepare now
Beginning January 1, 2013, the provisions of the Financial Account Tax Compliance Act (FATCA) will impose a 30% US withholding tax on any US-sourced income and the gross proceeds from the sale of investments that produce US sourced interest or dividends (withholdable payments) received by any offshore fund or other foreign financial institution (FFI).
The lull before the storm: AIFMD News Edition 8, Spring 2011 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.
Similarities & Differences: A comparison of US GAAP and IFRS for investment companies
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.
10th annual alternative investments seminar highlights 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.
Asset management valuation survey 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.
Taking stock – AIFMD News Edition 7 Taking stock – AIFMD News Edition 7
The purpose of this briefing is to take stock, review the final terms of the directive, consider the next steps both in the legislative process and what the industry’s response should be.
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Against a background of increasing regulation and continuing financial market volatility, investment managers are facing mounting competition from foreign rivals and new entrants. The winners are likely to be companies that can sustain top-tier service through targeted customer segmentation, while curbing distribution and service costs. As access to market becomes increasingly critical and customers demand ever more personalised products and services, investment managers will also need to concentrate on fewer—and more effective—distributor relationships.

These challenges are being compounded by the cost and complexity of meeting new sales, reporting and prudential directives. On the plus side, effective compliance could strengthen stakeholder confidence and sharpen competitive differentiation in an increasingly crowded market place.