KEYWORDS: AIFMD, assets under management, AUM, Dodd-Frank Act, ETFs, Exchange-Traded Funds, FATCA, FBAR, Foreign Account Tax Compliance Act, Global, hedge fund governance, Hedge Fund Performance, Hedge Fund Regulation, Institutional Investors, M&A, mergers and acquisitions, mutual funds, Private Equity, REITs, risk management, SEC, Securities and Exchange Commission
Barry Benjamin, Gary Meltzer, Tim Conlon, Paula Smith, Paul Ryan, Will Taggart, Mark Casella, Shawn Baker, Peter Finnerty
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).