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.
Public Investment Management
KPMG Public Investment Management can help you navigate an increasingly competitive environment while looking for new opportunities.
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Learn about our asset management capabilities
Mutual funds
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Mutual fundsToday, 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
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Exchange-traded fundsExchange-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
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Business development companiesBusiness 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.
Investment & wealth management
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Investment & wealth managementCustomer 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.
Common & collective investment funds
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Common & collective investment fundsInvestors 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.
Explore our solutions
Mutual funds
-
Mutual fundsToday, 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
-
Exchange-traded fundsExchange-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
-
Business development companiesBusiness 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.
Investment & wealth management
-
Investment & wealth managementCustomer 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.
Common & collective investment funds
-
Common & collective investment fundsInvestors are demanding competitive returns, and regulators are requiring stronger controls. We help common and collective investment (CIFs) fund managers gain industry experience, embrace innovative technology, and benefit from KPMG insights on efficiency and value creation.
Women in Mutual Funds
Join KPMG’s Women in Mutual Funds group dedicated to fostering a community of executives, board members, and rising stars who share our passion for helping women advance and succeed in the industry. Receive exclusive invitations to forums, events, and workshop series.
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EVENT KPMG’s Jim Suglia, Sean McKee, Matt Giordano and Laurence Godin discuss new regulations and the effect they will have on the compliance requirements for private fund managers. | EVENT KPMG’s Sean McKee, Matt Giordano, and Larry Godin untangle the SEC’s private fund reforms that stand to create greater transparency between funds and investors, increase the scope and frequency of reporting, and alter or prohibit certain existing practices. |
EVENT KPMG’s Sean McKee and Matt Giordano weigh in on the SEC’s recent ruling on enhancing private fund reporting and explain the impact for the asset management industry. | EVENT KPMG’s Sean McKee and Matt Giordano weigh in on the SEC’s recently proposed amendments to the Custody Rule and explain the impact for the asset management industry. |
Meet our team
Sean McKee
National Practice Leader - Public Investment Managment, KPMG US
Matt Giordano
Partner, Audit, KPMG US
Deirdre Fortune
National Tax Leader – Public Investment Management, KPMG US
Sean McKee
National Practice Leader - Public Investment Managment, KPMG US
Matt Giordano
Partner, Audit, KPMG US
Deirdre Fortune
National Tax Leader – Public Investment Management, KPMG US
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