ETF Current Developments

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By Bill Donahue, Managing Director, Asset Management Assurance – ETFs flows on record pace through March 2015 U.S. ETF AUM rose to approximately $2.063 trillion as of March 2015, up from $1.974 trillion as of December 2014. Net ETF flows were $55.5 billion through March 31, 2015, compared to $14,5 billion for the three months […]

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Cyber risk: It’s more than just an IT issue for asset managers

May 14, 2015
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By Tim Mueller, PwC US Alternative Asset Management Consulting Leader, and Michael Corcione, Director of Advisory Services- Risk: a situation involving exposure to danger; the possibility that something bad will happen. Asset managers know the definition of risk better than anyone. They’ve built their careers, businesses, and investor’s wealth by understanding risk. Asset managers are constantly […]

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High-frequency trading: Good, bad, or both?

Thumbnail image for High-frequency trading: Good, bad, or both? May 7, 2015

By Kayla Gillan, Leader, Investor Resource Institute, PwC –  On May 6, 2010, the markets experienced a wild and extremely volatile afternoon. During the “Flash Crash,” the Dow Jones Industrial Average plummeted nearly 1,000 points in a matter of minutes before recovering most of its losses—one of its worst intraday point declines ever. The intense […]

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Buoyant markets and floating NAVs? What to expect from MMF reform.

Thumbnail image for Buoyant markets and floating NAVs? What to expect from MMF reform. May 1, 2015

By Peter Finnerty, Partner, U.S. Mutual Funds Leader Contributing Author: Heema Shah, Senior Manager, Asset Management Assurance –  One of the key industry developments at top of my mind, as I am sure it is with others, relates to the implementation of the final Money Market Fund (MMF) rules issued by the SEC in July […]

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Top 10 areas under external scrutiny for quant managers

Thumbnail image for Top 10 areas under external scrutiny for quant managers April 24, 2015

By: Anthony Conte, Principal, Regulatory Services; Scott Weisman, Managing Director, Regulatory Services Contributing author: Emmanuel Chesnais, Director, Financial Services Risk & Regulatory Services   Although a diverse group, virtually all quantitative strategies continue to share some important characteristics. “Quant fund” managers use a systematic, research-driven approach, leveraging complex quantitative models, targeted toward generating consistent returns with […]

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REITWise 2015: Conversations beyond the water cooler

Thumbnail image for REITWise 2015: Conversations beyond the water cooler April 15, 2015

By Byron Carlock Jr., US Real Estate Practice Leader –  Just two weeks ago, I was joined in the desert by hundreds of clients and friends at REITWise 2015: NAREIT’s Law, Accounting & Finance Conference.  The annual conference gives real estate professionals an opportunity to take industry conversations beyond the water cooler, and to gather […]

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Spring cleaning for Real Estate business processes and IT systems

March 31, 2015
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By Tapan Nagori, Real Estate Systems and Information Technology Partner Contributing author: Kevin Fossee, Director, Real Estate Advisory   For many of us, it has been another cold winter and we’ve had our fill of shoveling driveways, sidewalks and, in some cases, even our roofs. But the end is in sight. It’s starting to hit 60 degrees […]

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ICI Mutual Funds Recap: Three Things to Watch

Thumbnail image for ICI Mutual Funds Recap: Three Things to Watch March 27, 2015

By: John Siciliano, Managing Director, Asset Management Advisory and Global Strategy Lead – As usual, my busy travel schedule has had me in the air more than on the ground – or it at least it feels that way sometimes. But now that I’m back in the PwC office for a few days, I have had […]

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Three operating model imperatives for asset managers

March 19, 2015
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By John Siciliano, Managing Director, Asset Management Advisory and Global Strategy Lead Contributing authors: Annabel Dennison, Advisory Director, and Andrew Pavlofsky, Advisory Manager   While net asset flows remain strong off the back of a positive 2014, the operating landscape for asset managers continues to evolve.  Firms seeking long-term, profitable growth remain focused on the […]

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The non-traditional REIT trend continues to accelerate

March 12, 2015
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By Tom Wilkin, US REIT Leader Contributing author: Tina Pantaleo, CMAAS Director Since the legislation that first created REITs in the U.S. over 50 years ago, there is no question that much has changed in the world of real estate and real estate finance.    REITs continue to expand and flourish in ways which were clearly […]

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