The Rise of Micro-Unit Apartments

Thumbnail image for The Rise of Micro-Unit Apartments August 31, 2015

By Byron Carlock Jr., US Real Estate Practice Leader –  In a previous column, I explored the recent and rapid transformation of urban living, driven by the desire among younger people—the millennial generation in particular—to enjoy the emerging live/walk/work lifestyle. There are many intriguing aspects of this trend, but among the most interesting is the size of […]

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Operating Model Redesign…Right on Time…

Thumbnail image for Operating Model Redesign…Right on Time… August 20, 2015

In my previous post, “The Integrated Asset Management Operating Model: Ahead of its Time…or Right on Time?”, I shared my views on how asset management operating models across industry are rapidly evolving to address market trends like absolute return focus (and related product engineering), continued client fee sensitivity and asset manager cost reduction imperatives. In […]

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International tax considerations for your ETF strategy

Thumbnail image for International tax considerations for your ETF strategy August 13, 2015

Tax efficiency has been a key attraction of ETFs (Exchange Traded Funds) and is well understood, particularly in a U.S. context. PwC explored the topic previously in How global tax reforms might impact ETF efficiency. The ETF industry continues to grow and expand into new markets. As new, more complex and innovative products/strategies are developed […]

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Addressing systemic risk concerns: The SEC’s road ahead

Thumbnail image for Addressing systemic risk concerns: The SEC’s road ahead August 7, 2015

By: Anthony Conte, Principal, Regulatory Services; Scott Weisman, Managing Director, Regulatory Services – The debate over asset managers’ potential systemic risk, ongoing for some years, is finally showing signs of coalescing around the concept that market activities, rather than individual firms or funds, should be the focus of global regulators. In the U.S., the Financial […]

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Alternative asset management – fast forward to centre stage

Thumbnail image for Alternative asset management – fast forward to centre stage July 21, 2015

By Mike Greenstein, Partner, US & Global Alternatives Leader Over the past several years, rapid developments in the global economic environment have pushed asset management to the forefront of social and economic change.  An important part of this change – the need for increased and sustainable long-term investment returns – has propelled the alternative asset […]

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Mass Transit to Shape Cities, CRE of the Future

Thumbnail image for Mass Transit to Shape Cities, CRE of the Future July 16, 2015

By Byron Carlock Jr., US Real Estate Practice Leader –  It’s no secret that urban living has undergone tremendous change in the past 10 years. The gentrification of many urban neighborhoods and the desire among younger people to reduce their commuting time to work are going hand-in-hand with a renewed commitment in the U.S. to […]

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The mutual fund transfer agent: A changed environment

Thumbnail image for The mutual fund transfer agent: A changed environment July 8, 2015

By: Kevin O’Connell, Principal, Asset Management Risk Assurance | Contributing authors: Scott Esposito, Director, Asset Management Risk Assurance; Gena Wilson, Manager, Asset Management Risk Assurance The environment at a glance Mutual fund companies, transfer agents, and intermediaries have worked closely together to address the myriad of operational, regulatory, and technology advancements and developments that have occurred […]

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Sustainability: What’s all the buzz and is it a factor for asset managers?

Thumbnail image for Sustainability: What’s all the buzz and is it a factor for asset managers? June 24, 2015

By Barry Benjamin, Partner, Global Asset Management Leader | Contributing authors: Jill Connell, Director, Research & Analysis; Lauren Koopman, Director, Sustainable Business Solutions It seems that not a week goes by without an asset management industry news headline related to sustainability initiatives or Environment, Social and Governance (ESG) practices. At a time when the industry faces […]

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Female millennials in financial services: Strategies for a new era of talent

Thumbnail image for Female millennials in financial services: Strategies for a new era of talent June 17, 2015

By: Christy Wade, Director, Financial Services, People & Change Practice The asset management industry is preparing to welcome another class of eager participants who have grown up in an age of technology. But this generation, aka MY generation, is the same as those that have come before us – we are prepared to share ideas, […]

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Asset Management M&A: a look inside

Thumbnail image for Asset Management M&A: a look inside June 9, 2015

By Justin Kaufman, Principal, Financial Services M&A Advisory Leader Contributing authors: Richard Kramer, Director, M&A and Michael Levitan, Senior Associate, M&A Today’s deal environment has significantly changed over the past few years, exhibiting more complex and geographically dispersed transactions, which are much more likely to run off-course. Additionally, intense regulatory pressure, increased shareholder activity, changing […]

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