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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Non Transparent Actively Managed Funds — Potential for another phase of growth and innovation

Thumbnail image for Non Transparent Actively Managed Funds — Potential for another phase of growth and innovation November 25, 2014

By Bill Donahue, Managing Director, Asset Management Assurance – We continue to see lots of activity regarding regulatory filings and rulings with respect to non-transparent actively managed investment products, which are considered to be a potential game-changer in the exchange traded funds (ETF) industry.  In late October 2014, the Securities and Exchange Commission (SEC) denied […]

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Millennials and their impact on the investment management industry: Innovators in investing

Thumbnail image for Millennials and their impact on the investment management industry: Innovators in investing November 6, 2014

By John Siciliano, Managing Director, Asset Management Advisory and Global Strategy Lead – Over the next decade, the average investor base profile will change dramatically as the Baby Boomer generation ages, and as Gen X and Gen Y assume more significant roles in the global economy. Known as “Millennials,” they represent the next big wave […]

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Emerging Trends in Real Estate 2015

Thumbnail image for Emerging Trends in Real Estate 2015 October 22, 2014

By Mitch Roschelle, US Real Estate Advisory Practice Leader – With just over two months left in the year, 2014 has seemingly flown by.  This summer, our team was hard at work coordinating interviews and surveying hundreds of leading real estate experts to help develop the 36th edition of Emerging Trends in Real Estate®.  I […]

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AM Product Engineering: Is there an Active ETF Tsunami Looming?

Thumbnail image for AM Product Engineering:  Is there an Active ETF Tsunami Looming? October 16, 2014

By Jay A. Burstell, Managing Director, Asset and Wealth Management Advisory – The Active ETF (AETF) is a key new product category, which has the potential to significantly re-shape the asset management sector. Both investors and asset managers have vested interests in this new product category.  Investors are seeking to benefit from active management at […]

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