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
Thumbnail image for Spring cleaning for Real Estate business processes and IT systems

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
Thumbnail image for The non-traditional REIT trend continues to accelerate

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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Everyone needs an ETF strategy – what’s yours?

Thumbnail image for Everyone needs an ETF strategy – what’s yours? March 5, 2015

By Bill Donahue, Managing Director, Asset Management Assurance –  PwC’s  AM 2020: A Brave New World paper identified exchange traded funds (“ETFs”) as one of the six game changers which will redefine the Asset Management industry in the years ahead.  In late January 2015, we issued ETF 2020: Preparing  for a new horizon (“ETF 2020”), […]

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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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