• 2016 Global Hedge Fund and Investor Survey

    This year’s survey reveals an unprecedented change in the appetite of investors, whose increased sophistication is challenging managers on many fronts.

  • Profitability measurement and expense management

    As alternative asset managers increasingly focus on profitability and expenses, some now include profitability measures by strategy, fund, geography or sector as a reward metric.

  • Winning the wealth tech revolution

    Wealth tech will disrupt every element of the sector’s value chain, putting the high-growth Asia-Pacific wealth market up for grabs.

  • Shifting toward maturity

    Financial services organizations are making strides managing third-party risk, even as challenges persist. Read key findings from our 2016 financial services third-party risk management survey.

  • Women investors and wealth management

    Women are creating and accumulating wealth at an accelerated pace, and wealth management firms are starting to notice. Learn how to seize the opportunity.

  • The impact of MiFID II

    The revision of the Markets in Financial Instruments Directive requires both a major implementation effort and a re-assessment of business models.

  • The impact of final Section 871(m) regulations

    Alternative investment funds need to focus on understanding the pre-trade, execution, withholding and reporting requirements of the final rules.

  • Risk and compliance analytical supervision

    Regulatory expectations for investment advisors to have a robust compliance testing program are not new, but what “robust” encompasses has evolved beyond traditional transactional testing.

  • Driving front-office transformation via technology

    Explore the latest developments in front-office software, including the emerging category of hosted or managed systems.

Survive. Sustain. Grow.

That progression describes the global wealth and asset management industry from the bottom of the global financial crisis through today. The industry has emerged from the financial crisis to face a changing and complex regulatory and tax environment and a rapidly changing client base that’s older and more risk-averse, yet more sophisticated and demanding.

Firms are now keenly focused on managing regulatory change, risk and volatility and rapidly positioning themselves to compete for market share. Many firms have been forced to consider redesigning their business operating models as part of a renewed strategic focus on aggressive cost control and operational efficiency.

More importantly: growth has returned to the industry. Lines are blurring, both in the regulated and alternative spaces, as managers look to diversify revenue streams and find new opportunities. Firms must fully understand how the distribution game has changed, both globally and locally, and how to most effectively increase revenue and improve margins.

We can help you succeed in today’s market in these key areas:




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