Non-Transparent Active ETFs: Ready or Not?

April 17, 2014

By Bill Donahue, Managing Director, Asset Management Assurance Active exchange-traded funds (ETFs) have been around since 2008, and have grown to approximately $14.7 billion¹ as of December 2013.  US regulations presently require the active ETF portfolios to publish their positions on a daily basis, which may be impacting the potential for significant growth for portfolio […]

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Product Development in Asset Management: Ride the Wave

April 8, 2014

By Jay A. Burstell, Managing Director, Asset and Wealth Management Advisory For players in the asset management sector in 2014, the phrase “this is not your father’s mutual fund” most certainly comes to mind.  In fact, one could argue that AM hasn’t seen such a torrid pace of product development since the derivatives boom of […]

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Managing the Onslaught of Regulatory Reporting

April 1, 2014

By Anthony Conte and Scott Weisman, Managing Directors, Regulatory Services For large and mid-sized private fund managers, the challenges and costs of regulatory reporting can be staggering.  Systemic risk reports on Forms PF, CPO-PQR, and AIFMD Annex IV.  FATCA.  TIC forms.  Derivative reporting under EMIR.  EU short sale reporting.   Beneficial ownership reports, institutional holdings reports, […]

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Change: The New Normal in the Asset Management Industry

March 25, 2014
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By Tim Mueller, PwC US Alternative Asset Management Consulting Leader As I stare out my office window in March, I can’t help but think about change. After a tough winter on the East Coast, we are certainly ready for a change in the weather – which, fortunately, will arrive anyway whether we like it or […]

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The Digital Wealth Readiness Checklist

March 17, 2014
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By Justin Kaufman, Asset Management Partner There I sat not long ago at LaGuardia Airport again for what seemed like a weekly occurrence this past winter: reports of yet another storm on its way to add several more inches to the thick layer of snow already on the ground.  And the main question I mulled […]

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Challenges in Product Sales and Service – The Demands of Product Innovation; The Impact of Shifting Demographics; and Increasing Regulatory Oversight

March 11, 2014

By John Siciliano, Managing Director, Asset Management Advisory and Strategy Lead  Wow!  Isn’t that a title?  And that doesn’t even cover the half of it.  In the post-Great Financial Crisis (GFC) world, the single-minded pursuit of yield and low volatility has caused a great shift in product offerings, i.e., a demand for product innovation.  In […]

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ETFs: Poised for Act II

Thumbnail image for ETFs: Poised for Act II March 3, 2014

By Nigel Brashaw, Asset Management Partner 2013 was another banner year for exchange traded funds, with global assets climbing to a record $2.4 trillion according to ETFGI. With investors fleeing gold funds, net asset flows of $243 billion actually trailed the previous year’s $265 billion, but strong market appreciation and robust flows to a variety […]

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Welcome to PwC’s Asset Management Blog

Thumbnail image for Welcome to PwC’s Asset Management Blog February 25, 2014

By Julien Courbe, US Advisory Leader, Asset Management In addition to providing our services, skills and knowledge to the asset management industry, PwC continues to engage in an ongoing conversation with you, your colleagues and peers. That’s why today we are launching this new Asset Management Blog. We’ve assembled a team of PwC thought leaders […]

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