Asset Management

The alternative investments space continues to grow—and grow more complex. From emerging managers to the largest marquee firms in the alternative investment industry, organizations require a full range of sophisticated support services. As leaders in the professional services market, we understand the challenges that face funds of every size and at each growth stage. With our help, fund managers can achieve the clarity and opportunity to succeed.

As private equity allocations increase, investment—and investor expectations—are becoming more challenging, and private equity is increasingly focused on creating value from its current portfolio. We have the skills to help clients deliver on investment, management, and exit/realization.

Hedge fund managers face unique challenges at each stage of the fund lifecycle—from formation and capital accumulation to realization and exit. We leverage innovative approaches so fund managers can add value while mitigating costs.

Managers of real estate funds face many challenges—from identifying market opportunities to addressing tax issues, transparency expectations, and regulatory change. We focus on adding efficiency and value at each step in the real estate fund lifecycle.

From evaluating credit instruments and portfolios to dealing with distressed debt, private credit requires active management. We advise and assist in executing these activities, while seeking ways to add value in any credit environment.

Institutional investors need to make strategic decisions that satisfy organizational objectives and stakeholder expectations. We combine technical capabilities with deep market insights to help investors in the public and private sectors meet financial and even broader business objectives.

Entrepreneurial ventures are creating tomorrow’s businesses while meeting today’s regulatory, compliance, and financial reporting requirements. We use our multidisciplinary knowledge of the venture capital ecosystem to tackle challenges faced by funds and the companies in which they invest.

Real estate and related areas such as construction and hospitality are focused on turning challenges into opportunities. Our professionals leverage their diverse experiences to provide valuable insights and help clients navigate today’s environment by realizing those opportunities.

Real estate fund managers face many challenges—from identifying market opportunities to addressing tax issues, meeting transparency expectations, and responding to regulatory change. We focus on adding efficiency and value at each step of the real estate fund lifecycle.

REITs want to increase efficiency in meeting their tax obligations and addressing reporting requirements while navigating a dynamic economy. We provide publicly traded, non-listed, and private REITs with the full range of audit, tax, and advisory services.

Engineering and construction companies are under pressure to better leverage technology, master data and analytics, and meet tax and regulatory requirements while managing risk. We help clients address their challenges at every stage of a project’s lifecycle through leading audit, tax, and advisory services.

The industry continues to recover post-pandemic, but economic uncertainty remains as consumer spending, leisure trends, and business travel evolve. KPMG provides services and insights that help owners and operators anticipate change and prepare for long-term growth.

Gaming is undergoing a transformation that is disrupting the status quo—as exemplified by the continued convergence with technology and media. We work with land-based, tribal, lottery, and online operators to help these evolving gaming companies build sustainable business models for the future.

Public investment managers must navigate an increasingly complex tax, reporting, and regulatory environment. Our professionals leverage significant global industry experience to develop valuable insights that can result in improved efficiency.

Today, mutual funds can be subject to greater imprecision in valuation. We can provide experienced tax and audit services and help fund managers weigh different investment approaches before determining a cohesive strategy to add value via enhanced channel distribution and cybercrime risk mitigation.

Exchange-traded funds (ETFs) are expected to represent a compelling future growth opportunity. KPMG professionals assist in the development and operation of customized investment strategies that may spur growth.

Business development companies (BDCs) face big challenges, including tax opportunities; an evolving regulatory landscape; environmental, social, and governance (ESG) considerations; and a dynamic marketplace. Our professionals can call on international resources and engage with local talent to offer insights and services.

Customer experience and communications are increasingly important to investment and wealth management. Our professionals combine technical knowledge with business acumen and market insights to help managers employ new tools, such as direct indexing and robo-advice.

Investors are demanding competitive returns, and regulators are requiring stronger controls. We help common and collective investment fund (CIF) managers gain industry experience, embrace innovative technology, and benefit from KPMG insights on efficiency and value creation.