Current developments for the registered funds industry

At a glance

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

• Rising expectations of the Mutual Fund Board - highlights key points from PwC’s 2023 mutual fund directors’ survey.
• ETFs 2028: Shaping the future - ETF products, markets and distribution are areas highlighted in PwC’s 10th annual global ETF survey.
• Tax Considerations of Regulated Investment Company (“RIC’) Investment in Alternative Asset Classes - discusses tax topics and considerations when entering the interval fund market.
• Embracing Transformation with Confidence: The Role of Effective Risk Management - takes a dive deep into risks and controls amid broader transformation which includes regulatory and technology changes.
• Staying ahead on Asset and Wealth Management regulations: A new game plan for navigating SEC rules - discusses new and proposed regulations designed to help AWM firms implement processes in order to manage risks over data and investments, deliver transparency, and provide oversight to comply with policies and procedures.