US Asset Management – The State of the Industry (PricewaterhouseCoopers)

June 2011

KEYWORDS: mergers and acquisitions, M&A, Dodd-Frank Act, Global, Hedge Fund Regulation, risk management, Hedge Fund Performance, hedge fund governance, Exchange-Traded Funds, ETFs, Foreign Account Tax Compliance Act, FATCA, Institutional Investors, assets under management, AUM, FBAR, SEC, Securities and Exchange Commission, mutual funds, AIFMD, Private Equity, REITs

Authors:

Barry Benjamin, Gary Meltzer, Tim Conlon, Paula Smith, Paul Ryan, Will Taggart, Mark Casella, Shawn Baker, Peter Finnerty

Organizations:
  • PricewaterhouseCoopers

Summary:

Faced with recovering but volatile markets and regulatory change, asset managers are striving to maximize the performance parameters they can control. With asset flows generally improving, firms are focused on operational excellence, growth, performance, people-related issues, governance, risk and compliance.

This paper explores what we believe to be among the key challenges facing the industry, as it continues to grapple with a number of difficult issues, including product development, evolving investor expectations, merger & acquisitions, global tax risk, global sourcing, tax optimization, performance measurement, talent management, and regulatory change (including Dodd Frank, FATCA and more).

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