The new normal: Optimizing talent to drive business productivity

Thumbnail image for The new normal: Optimizing talent to drive business productivity January 26, 2016

By: Bhushan Sethi, Financial Services People & Organization Practice Lead; Contributing author: Rory Melick, Director, Financial Services, People & Organization Practice Diversity expectations, socioeconomic trends and pace of change are creating a wave of opportunities in the talent space for asset management firms, particularly in more traditional areas like investment servicing. However, these changes are also creating talent execution […]

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Fund Domiciles and Related Impact on ETF Tax Efficiency

Thumbnail image for Fund Domiciles and Related Impact on ETF Tax Efficiency December 1, 2015

By Thomas Swoboda, Tax Partner, Asset Management, and Darragh Golden, International Tax Director, Financial Services There are clearly a number of factors which influence the decision as to where to domicile an ETF, including: the regulatory, legal and tax environments; investor preference; and location of administrators/service providers, etc. While tax may not be the primary driver, […]

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International Money Is Stretching Out the Recovery Cycle

Thumbnail image for International Money Is Stretching Out the Recovery Cycle October 28, 2015

By Byron Carlock Jr., US Real Estate Practice Leader – Remember the phrase “follow the money”—meaning that understanding a complex deal requires examines where funds are heading? Today, an appreciation of our elongated recovery might actually mean looking in the opposite direction, at the burgeoning source of real estate investment capital. It’s called capital flows, […]

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Job growth and secondary cities are driving real estate opportunities

Thumbnail image for Job growth and secondary cities are driving real estate opportunities October 13, 2015

By Mitch Roschelle, Partner and Co-Chair, Emerging Trends in Real Estate, PwC – Following the economic downturn of 2007 to 2009, the real estate industry has recovered slowly but steadily. Many factors are contributing to this, among them the availability of capital, poised infrastructure development, job growth, and the lifestyle habits of the younger generations. But […]

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Fiduciary duty proposal: Disruptors at the gate

September 28, 2015
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By Genevieve Gimbert, Asset Management Advisory Principal, PwC-  A recent U.S. Department of Labor (“DOL”) fiduciary standard proposal is set to disrupt how retirement investment advisors and their firms service the approximately $7 trillion and $5 trillion invested in IRA and 401(k) plan globally. According to the DOL, retirement investment advisors commonly have conflicts of interest whereby […]

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Real estate spinoffs, monetization and high-yield investments

September 24, 2015
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By Byron Carlock Jr., US Real Estate Practice Leader – Some of the most active areas in real estate today are being driven by operating companies and investors eager to monetize the value trapped in their real estate holdings. Both can benefit via such methods as non-recourse financing, sale-leaseback transactions and, increasingly, REIT conversions and […]

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Alternatives 2020 – Choose your channels

Thumbnail image for Alternatives 2020 – Choose your channels September 15, 2015

By Peter Finnerty, Partner, U.S. Mutual Funds Leader If the fact that my oldest daughter heading off to college wasn’t enough to remind me how old I am getting, being fortunate enough to have a front row seat to the Asset Management industry is also helping. It doesn’t seem that long ago we were watching […]

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It’s time to get social!

September 9, 2015
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We hear a lot about the digital revolution, but less about how the asset management industry can better leverage it. The fact is, the road to innovation, better decision-making, and outstanding customer service increasingly lies in technology, and one of its most important forms is social media. We’ve seen retail banks in particular embrace social […]

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The Rise of Micro-Unit Apartments

Thumbnail image for The Rise of Micro-Unit Apartments August 31, 2015

By Byron Carlock Jr., US Real Estate Practice Leader –  In a previous column, I explored the recent and rapid transformation of urban living, driven by the desire among younger people—the millennial generation in particular—to enjoy the emerging live/walk/work lifestyle. There are many intriguing aspects of this trend, but among the most interesting is the size of […]

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Operating Model Redesign…Right on Time…

Thumbnail image for Operating Model Redesign…Right on Time… August 20, 2015

In my previous post, “The Integrated Asset Management Operating Model: Ahead of its Time…or Right on Time?”, I shared my views on how asset management operating models across industry are rapidly evolving to address market trends like absolute return focus (and related product engineering), continued client fee sensitivity and asset manager cost reduction imperatives. In […]

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