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Asset Management M&A: a look inside
By Justin Kaufman, Principal, Financial Services M&A Advisory Leader Contributing authors: Richard Kramer, Director, M&A and Michael Levitan, Senior Associate, M&A Today’s deal environment...
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Female millennials in financial services: Strategies for a new era of talent
By: Christy Wade, Director, Financial Services, People & Change Practice The asset management industry is preparing to welcome another class of eager participants who have grown up in an age of...
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Sustainability: What’s all the buzz and is it a factor for asset managers?
By Barry Benjamin, Partner, Global Asset Management Leader | Contributing authors: Jill Connell, Director, Research & Analysis; Lauren Koopman, Director, Sustainable Business Solutions It seems...
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The mutual fund transfer agent: A changed environment
By: Kevin O’Connell, Principal, Asset Management Risk Assurance | Contributing authors: Scott Esposito, Director, Asset Management Risk Assurance; Gena Wilson, Manager, Asset Management Risk Assurance...
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Mass Transit to Shape Cities, CRE of the Future
By Byron Carlock Jr., US Real Estate Practice Leader – It’s no secret that urban living has undergone tremendous change in the past 10 years. The gentrification of many urban neighborhoods and the...
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Alternative asset management – fast forward to centre stage
By Mike Greenstein, Partner, US & Global Alternatives Leader Over the past several years, rapid developments in the global economic environment have pushed asset management to the forefront of...
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Addressing systemic risk concerns: The SEC’s road ahead
By: Anthony Conte, Principal, Regulatory Services; Scott Weisman, Managing Director, Regulatory Services – The debate over asset managers’ potential systemic risk, ongoing for some years, is finally...
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International tax considerations for your ETF strategy
Tax efficiency has been a key attraction of ETFs (Exchange Traded Funds) and is well understood, particularly in a U.S. context. PwC explored the topic previously in How global tax reforms might impact...
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Operating Model Redesign…Right on Time…
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...
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The Rise of Micro-Unit Apartments
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...
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It’s time to get social!
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...
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Alternatives 2020 – Choose your channels
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...
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The new normal: Optimizing talent to drive business productivity
By: Bhushan Sethi, Financial Services People & Organization Practice Lead; Contributing author: Rory Melick, Director, Financial Services, People & Organization Practice Diversity expectations,...
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Mutual funds: Regulatory evolution, industry adaptation
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...
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Mutual funds: Forced to innovate in 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...
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Why advancing densification of US office space is opening up a new era of...
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...
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Asset and wealth management: State of the union 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...
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Industry disruption is here: What’s happening now in mutual funds and...
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...
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Real assets: Looking into 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...
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Managing global tax risk – liability, asset, or both?
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...
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