The environment of asset management is rapidly changing with increased transactions, demanding investors, regulatory monitoring, and newer technology. Wealth managers are facing challenges while managing the new normal. KPMG has more than 3,500 professionals, including 400 partners, to help practices succeed in this new environment. We work directly with you and focus on your individual needs to set achievable goals and help your organization, your strategy, and your marketplace evolve.
Insights for the Asset Management Sector
A look into the demanding world of asset management.
Our latest thinking related to Asset Management
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Insight
Post-Election Update from Washington | What this means to the Asset Management industry
As we close out election season, please join us as we dive into how the 2024 U.S. election results may affect the asset management industry.
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Evolving Asset Management Regulation Report 2024
Building strong foundations
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Quarterly RICs Tax Webcast
Join us for the edition of the KPMG Quarterly Tax Webcast for Regulated Investment Companies (RICs) on Thursday, September 12, 2024, 11:00 a.m.–12:30 p.m. ET, to learn more about: • Election Update • ICI for Indian Finance Budget 2024 Representation Issues • Pillar 2 for Funds • Transfer Pricing • PFIC identification and missed PFICs
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Asset Management Tax Webcast: Corporate Alternative Minimum Tax Compliance Considerations
Corporate Alternative Tax Compliance Considerations for Funds, Blocker Corps and Portfolio Companies
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Business Development Companies: Investing in Growth
KPMG U.S. invites you to our next webcast in a series focusing on investment opportunities, challenges, and trends impacting Asset Management companies. Please join us for the latest developments and insights on Business Development Companies (BDCs).
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How AI can be good news for wealth managers
Empowering wealth managers with AI. Boost advisor efficiency and enrich client engagement through innovative AI applications.
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Asset Management Tax Webcast: Current Developments in Transfer Pricing
KPMG LLP invites you to attend our Transfer Pricing Asset Management Tax Webcast. The program will feature the KPMG Global Asset Management leader and be hosted by Asset Management professionals from KPMG in the U.S., Canada, Luxembourg, and Italy.
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Quarterly RICs Tax Webcast: Spring 2024
The global investment landscape is constantly evolving, and tax implications are a crucial consideration for RICs. This session will delve into the key international tax developments that could influence your investment decisions, both domestically and abroad.
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Checking in with KPMG Americas Asset Management leads
KPMG Asset Management leads from the Americas discuss macro trends in the global economy and the impact to the asset management industry for investors and others to consider.
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SEC shortens settlement date for broker assisted sales of stock to T+1. Are you ready?
Seven key steps to ensure that your organization is prepared
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Climbing the leadership ladder in asset management: What are the opportunities for women now?
There’s no doubt about it: 20 years ago, the asset management industry was behind in promoting women into leadership roles. What can firms do for women wanting to take the leap to leadership?
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Generative AI in asset and wealth management: The art of possible
Generative AI has the potential to reshape investing and change how money managers advise, inform, and engage their clients.
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Using data to drive value creation in a downturn
Amid a challenging macroeconomic environment, private equity firms can draw key value-creation insights from well-managed data sets.
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Customer experience: How wealth and asset managers win
Stand out by delivering personalized digital customer experiences that reflect your brand’s value proposition.
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Top 5 challenges from SEC derivatives rule
Listen to Sean McKee and Matt Giordano share the top five challenges asset managers face implementing the SEC derivatives rule.
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2021 SEC Division of Examinations priorities
2020 was a busy year for the division. Here’s what to expect in 2021.
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Unlocking the value of your assets
The power of enterprise asset management
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KPMG Quarterly Tax Webcast for RICs (Summer 2023)
Please join us for the spring edition of the KPMG Quarterly Tax Webcast for Regulated Investment Companies (RICs) on Tuesday, August 22, 2023, 11:00 a.m.–12:30 p.m. EDT, to learn more about: Tax Reporting for Investments in Foreign Securities, State
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Clearing Agency Risk Management and “Living Wills”
Proposed changes to the Covered Clearing Agency Standards impacting margin requirements and the elements of recovery and wind-down plans
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Talking Asset Management with KPMG
Your asset management source for ESG and sustainable investing, regulatory, operational, and valuation news and trends.
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Checking in with KPMG Americas Asset Management leads
KPMG Asset Management leads from the Americas host a conversation with KPMG Economics to discuss macro trends in the global economy and the impact to the asset management industry for investors and others to consider.