Current developments for the registered funds industry

At a glance

This Winter 2024 edition of current developments for the registered funds industry focuses on a quickly evolving industry and the impact these changes are having on management and boards. Featured articles include:

  • Mutual Funds 2030 - features PwC’s Mutual Funds 2030: Rising expectations publication to learn how fund managers can respond to changes and opportunities between now and 2030.
  • Generative Artificial Intelligence Corner - focuses on how GenAI will impact businesses, governance risks and evolving regulatory requirements.
  • SEC 2024 Examination Priorities - discusses the key risks, examination topics and priorities the SEC Division of Examinations plans to focus on in the upcoming year.
  • Governance amid Regulatory Modernization - focuses on the recalibrations in the roles of mutual fund management and boards to address recent changes in registered investment companies and an ever-revolving regulatory regime.

While growth and transformation can be positive, it is exceedingly important for management and boards to stay close to these changes and ensure the proper oversight is in place.

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Peter Finnerty

Registered Funds Leader, PwC US

David Trerice

Asset and Wealth Management Governance Leader, PwC US

Seth Promisel

Asset and Wealth Management Trust Solutions Leader, PwC US

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