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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Asset and wealth management: State of the union 2016

Thumbnail image for Asset and wealth management: State of the union 2016 November 22, 2016

By Gary Meltzer, PwC US Asset & Wealth Management Sector Leader – For those of us in the asset and wealth management industry—managers, distributors, investors, servicers, or service providers—the third quarter is looking a lot like the second, which resembled the first, which mimicked the fourth … as the cycle continues. The cycle is the industry’s […]

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Why advancing densification of US office space is opening up a new era of opportunity and creativity for developers

Thumbnail image for Why advancing densification of US office space is opening up a new era of opportunity and creativity for developers April 25, 2016

By Scott Cuthbertson, Manager, PwC – About a decade ago, commentators on the US real estate market began highlighting a trend among corporates toward a leaner real estate footprint for their office space. This focus on “densification”, intensified through the recession– and, without question, continuing today – brings what I believe are new and increasingly disruptive […]

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Mutual funds: Forced to innovate in 2016?

Thumbnail image for Mutual funds: Forced to innovate in 2016? March 23, 2016

By Peter Finnerty, US Mutual Funds and Advisors Leader, PwC – Sometimes, the biggest challenges can drive the best ideas. This is certainly true of the mutual fund industry. As we look at the year unfolding ahead, we can see how this particular industry — being pressured by areas ranging from fees to regulation — […]

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Mutual funds: Regulatory evolution, industry adaptation

Thumbnail image for Mutual funds: Regulatory evolution, industry adaptation March 14, 2016

By Anthony Conte, US Asset and Wealth Management Regulatory Leader, PwC LLP, and Scott Weisman, Managing Director, PwC LLP –  In 2015, the Securities and Exchange Commission set an ambitious agenda to address certain risks in the mutual fund industry. While global regulators did not designate any fund managers or complexes as so-called Systemically Important […]

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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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