Optimism amidst uncertainty

Thumbnail image for Optimism amidst uncertainty April 17, 2017

By Byron Carlock, PwC US Real Estate Leader – As we recently closed the first quarter of 2017 we are reminded how we started the year. A beginning that consisted of our team at PwC, together with top United States policymakers and industry leaders, descending upon Washington, D.C. for the 2017 Real Estate Roundtable State of […]

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6 key takeaways from REITWise: Developments shaping the REIT industry

Thumbnail image for 6 key takeaways from REITWise: Developments shaping the REIT industry April 10, 2017

By Byron Carlock, PwC US Real Estate Leader – My travels have continued in 2017 and I recently had the opportunity to attend NAREIT’s REITWise conference in La Quinta, CA. The conference covered a variety of beneficial and relevant topics for the REIT industry. Sessions included panels to discuss the state of the real estate […]

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Taking control of operational risk

Thumbnail image for Taking control of operational risk March 24, 2017

By Melanie Prusinski, PwC Assurance Partner – In an ever-changing and complex regulatory and political environment, operational risk means many things to asset managers. Can I profitably grow my business? Am I paying enough attention to the risk I am taking on? How do I effectively monitor my outsourced activities? With every asset management firm having its […]

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Are You Fit For Growth?

Thumbnail image for Are You Fit For Growth? March 20, 2017

By Kelley Mavros, PwC Financial Services Fit For Growth Leader- When senior leaders at asset and wealth management (AWM) firms are asked if they’re more focused on top-line growth or bottom-line results, the answer is often yes. These leaders recognize the continued rapid shift in industry trends, and as they take advantage of growth opportunities […]

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Wealth management: The future of advice

Thumbnail image for Wealth management: The future of advice February 13, 2017

By Michael Spellacy, PwC Global Wealth Management Leader – For all of the focus on AI, machine learning and algorithms that hit the news almost daily, they give (at least for me) a break from the charged political climate, fuel the existential debates about the society’s eventual role in a robot-dominated future and allude to […]

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Fresh thinking in times of change

Thumbnail image for Fresh thinking in times of change February 6, 2017

By Mike Greenstein, PwC US Alternative Asset Management Leader – As I reflect on 2016 and think about 2017, the key word is… change. There is certainly a lot of change going on. Change occurring in the political environment. Change expected in regulation, tax, and legislative agendas. Closer to the alternatives industry, change in performance […]

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PwC’s 20th CEO Survey

Thumbnail image for PwC’s 20th CEO Survey February 1, 2017

By Byron Carlock, PwC US Real Estate Practice Leader – There’s an old song with the lyrics, “You’ve got to accentuate the positive / Eliminate the negative / Latch on to the affirmative / Don’t mess with Mister In-Between” that I’ve been humming lately after reading our 20th CEO Survey. I was struck by the sense […]

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Managing global tax risk – liability, asset, or both?

Managing global tax risk - liability, asset, or both? January 25, 2017

By William Taggart, PwC Global Financial Services Tax Leader – In today’s international environment, global tax risks for asset managers are more important than ever. Traditionally, the primary focus of the tax functions was the production of tax information for investors and transactional consulting. Today, however, significant changes in tax laws and the rapidly changing […]

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Real assets: Looking into 2017

Thumbnail image for Real assets: Looking into 2017 January 10, 2017

By Byron Carlock, PwC US Real Estate Practice Leader – Reflecting on 2016, I’ve had the great fortune to travel around the globe to speak at many industry conferences. While admittedly I may tire of the traveling back and forth, the inevitable delays, and the logistical hiccups, I’ll never tire of talking about the industry’s […]

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Industry disruption is here: What’s happening now in mutual funds and exchange-traded funds

December 22, 2016
Thumbnail image for Industry disruption is here: What’s happening now in mutual funds and exchange-traded funds

By Peter Finnerty, PwC US Mutual Funds Leader – PwC recently hosted our new, premier asset and wealth management event for clients called Assets & Wealth 2016. The event opened with a series of panel discussions on disruption in the mutual funds and exchange-traded funds industry. We began the day looking at how recent trends […]

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