BEPS: Significant tax changes coming to the Asset Management industry

Thumbnail image for BEPS: Significant tax changes coming to the Asset Management industry February 26, 2015

By Puneet Arora, Principal, Asset Management – International Tax Contributing author: Amy E McAneny, Director, Asset Management Tax As global investment activity has increased, there has been a concern among some tax policy makers that the international tax rules may not have kept up with the evolution of global business and investment structuring, resulting in […]

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The Asset Management Blog Turns One Year Old: A look back at our 10 most popular posts

Thumbnail image for The Asset Management Blog Turns One Year Old: A look back at our 10 most popular posts February 19, 2015

By Julien Courbe, US Advisory Leader, Asset Management – The Asset Management Partners at PwC have been busy this past year sharing industry insights with the readers of the Asset Management Blog. As we celebrate turning one year old, we offer a look back at some of our most popular posts.  To follow along in […]

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Where Do We Grow From Here: The Impact of Millennials on Urban Real Estate

Thumbnail image for Where Do We Grow From Here: The Impact of Millennials on Urban Real Estate February 12, 2015

By Brian Ness Partner, Real Estate Assurance Practice Contributing Author: Justin Frenzel Senior Manager, Real Estate Assurance Practice To keep up with the changing workforce and rapidly-changing technology, many organizations are beginning to scrutinize where and how things get done through a physical and virtual network of connections to understand the evolution of people and […]

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New Year, New Resolutions for Asset Management CEOs?

Thumbnail image for New Year, New Resolutions for Asset Management CEOs? February 5, 2015

By Peter Finnerty, Partner, U.S. Mutual Funds Leader Contributing Author: Sarah McEneaney, Senior Manager, Asset Management Assurance – It’s hard to believe we’re already one month into 2015. It seems like just yesterday I was wishing “Happy New Year” to everyone I saw. Happy New Year! Those three little words evoke all sorts of familiar […]

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Private equity co-investment: Best practices emerging

Thumbnail image for Private equity co-investment: Best practices emerging January 29, 2015

By Anthony Conte, Principal, Regulatory Services and Scott Weisman, Managing Director, Regulatory Services – Private equity firms facing SEC examination in recent years have been preparing for scrutiny in several areas of their investment adviser compliance programs. One area of enhanced focus in recent SEC exams that warrants attention is external co-investments, or investments in […]

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Cyber risk is more than an IT issue; it’s a business issue

Thumbnail image for Cyber risk is more than an IT issue; it’s a business issue January 22, 2015

By Julien Courbe, US Advisory Leader, Asset Management – PwC’s recently released 2015 Global State of Information Security® Survey (GSISS) confirmed what numerous recent headlines have suggested – information security incidents are on the rise. Findings revealed that financial services firms saw an 8% increase in information security incidents bringing the total 2014 number to […]

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The Integrated Asset Management Operating Model: Ahead of its Time…or Right on Time?

Thumbnail image for The Integrated Asset Management Operating Model:  Ahead of its Time…or Right on Time? January 15, 2015

By Jay A. Burstell, Managing Director, Asset and Wealth Management Advisory – It is undeniable that in the wake of the global financial crisis, the Asset Management industry has witnessed an unprecedented recent period of product engineering. Tectonic shifts in investor sentiment and attendant investment philosophy, combined with new IT capabilities have opened the door […]

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More than just ‘robo-advisors’ – digital entrants in wealth management

Thumbnail image for More than just ‘robo-advisors’ – digital entrants in wealth management January 8, 2015

By Justin Kaufman, Advisory Partner – Amid the growing mass of blogs, whitepapers, and studies that are piling up on the topic of ‘robo-advisors,’ what sometimes gets lost is the broader view of digital entrants in wealth management. The focus on the ‘robo-advisors’ alone paints too narrow of a picture on what we’re seeing among […]

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Thinking forward at PwC’s 14th Annual Alternative Investments Seminar

Thumbnail image for Thinking forward at PwC’s 14th Annual Alternative Investments Seminar December 16, 2014

  By Mike Greenstein, U.S. Alternative Investments Assurance Leader – The month of December is moving into the rear view, and of course it’s a time of reflection and a time for looking ahead. The special energy of this time of year set the stage for PwC’s 14th annual Alternative Investments Seminar, held in NYC […]

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A Year-End View on Tomorrow’s Technology Needs for Asset Management

Thumbnail image for A Year-End View on Tomorrow’s Technology Needs for Asset Management December 5, 2014

By Debasis Sahu, Advisory Partner – It’s hard to believe it’s been almost a year since PwC released Asset Management 2020: A Brave New World, our comprehensive  point of view on the future of the industry. Yet, despite the months that have elapsed since we published this paper, our views have not changed. More than […]

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