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
KPMG Quarterly Tax Webcast for RICs - Summer 2025
The global investment landscape is constantly evolving, and tax implications are a crucial consideration for regulated investment companies (RICs). This session will delve into the key domestic and international tax developments that could influence your investment and compliance decisions.
August 1, 2025
Insight
Check-in with KPMG Americas Asset Management Leads
KPMG Asset Management leaders from the Americas along with KPMG Economics discuss the current economic landscape and future macro trends in the global economy, highlighting the impact on the asset management industry and providing insights for investors and other stakeholders to consider.
March 21, 2025
Insight
Private Credit Perspectives - United Kingdom
Listen to Scott Woods, Michael Bolan and Simon Hart discuss the current state of the private credit landscape in the United Kingdom.
March 31, 2025
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Private Credit Perspectives - Germany
Listen to Patrick Brooks, Julius Groten & Marco Muth discuss the current state of the private credit landscape in Germany.
March 19, 2025
Insight
Common Workout Structures in the Current Environment
Listen to Scott Woods, James Sowell and Chelsea Riedel discuss common workout structures.
February 13, 2025
Insight
KPMG 2024 Asset Management CEO Outlook
This report highlights key insights from the KPMG 2024 Asset Management CEO Outlook survey.
Insight
Private Credit Perspectives - Luxembourg
Listen to Patrick Pauline Roemer Beernaerts & Pat Brooks discuss the current state of the private credit landscape in Luxembourg
January 25, 2025
Insight
Private Credit Perspectives - Ireland
Listen to Brett Fieldston & Philip Murphy discuss the current state of the private credit landscape in Ireland
January 13, 2025
Insight
2025 Asset Management Industry Outlook
Navigating the Industry’s Economic and Operational Opportunities
Insight
Private equity in registered products
Explore the latest trends in registered products specific to private equity
Insight
Asset Management West Coast ESG Webcast Spring 2024
The program will be hosted by KPMG Asset Management professionals representing the West Coast to discuss current developments in the ESG space specifically impacting asset managers.
May 22, 2024
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.
November 12, 2024
Insight
Evolving Asset Management Regulation Report 2024
Building strong foundations
Insight
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
September 12, 2024
Insight
Asset Management Tax Webcast: Corporate Alternative Minimum Tax Compliance Considerations
Corporate Alternative Tax Compliance Considerations for Funds, Blocker Corps and Portfolio Companies
June 4, 2024
Insight
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).
June 10, 2024
Insight
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.
Insight
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.
May 22, 2024
Insight
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.
April 30, 2024
Insight
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.
April 1, 2024
Insight
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
Insight
What's next in Asset Management?
Tune in to our new video series to discover what's next in Asset Management trends, insights, and more!
Insight
The Soroban Case: SECA and the Limited Partner Exception
Listen to Patrick Brooks, Deborah Fields and Tom Greenaway discuss a recent decision by the Tax Court in the Soroban case and the implications to fund managers.
Insight
Recent Partnership Reporting Developments for Funds with Foreign Partners
Listen to Scott Woods and Tom Greenaway discuss the recent findings in YA Global tax case ruling on partnership reporting developments for funds with foreign partners.
Insight
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.
Insight
Transfer Pricing in Credit
Listen to KPMG discuss the importance of transfer pricing for credit funds and lenders
July 11, 2023
Insight
YA Global Case Decision
Listen to KPMG discuss the YA Global Case Decision.
November 21, 2023
Insight
Customer experience: How wealth and asset managers win
Stand out by delivering personalized digital customer experiences that reflect your brand’s value proposition.
Insight
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.
October 27, 2021
Insight
2021 SEC Division of Examinations priorities
2020 was a busy year for the division. Here’s what to expect in 2021.
May 3, 2021
Insight
Five SEC priorities for private funds
Listen as Matt Giordano and Igor Rozenblit, share five SEC private fund priorities in the coming year.
January 10, 2022
Insight
Unlocking the value of your assets
The power of enterprise asset management
Insight
Lending Basics
Listen to our special feature on credit lending basics.
March 10, 2023
Insight
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
Insight
Talking Asset Management with KPMG
Your asset management source for ESG and sustainable investing, regulatory, operational, and valuation news and trends.
Insight
Sovereign Wealth Funds in Credit
Listen to Sam Riesenberg, Eric Janowak and David Neuenhaus discuss sovereign wealth funds in credit.
September 19, 2022
Insight
Distressed Debt and Credit Funds
Listen to Patrick Brooks, Scott Woods and Peter Ritter discuss the lifecycle of distressed debt from the perspective of a credit fund.
October 18, 2022
Insight
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.
October 17, 2022
Insight
Staking
Listen to Anthony Tuths, Peter Ritter and Josh Tompkins discuss staking of digital assets.
January 17, 2023
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