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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Transforming the tax function within the real estate industry

Thumbnail image for Transforming the tax function within the real estate industry June 1, 2015

By Dan Crowley, Tax Partner Contributing author: Elliot Kung, Tax Director A transformation of the tax function supporting the real estate industry is taking place. This revolution can be compared to the invention of the compass.  In ancient times, the Phoenicians were skilled at travelling along the trade routes of the Mediterranean coast. They maneuvered […]

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ETF Current Developments

Thumbnail image for ETF Current Developments May 19, 2015

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

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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