Staying alert to stay ahead | KPMG | US

Staying alert to stay ahead

Staying alert to stay ahead

Managing today’s challenges; building for tomorrow’s opportunities

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In offering this annual trends publication, we focus on fundamental current issues we see having the most immediate impact and suggest that acting with dispatch can put organizations in the position to prepare to take on emerging issues of profound importance in the not-too-distant future.

When we look at the months ahead, we expect yet another year when fund managers face heightened compliance, risk, and tax-transparency demands. What’s more, customers expect more attention and faster transactions … not to mention strong investment returns.

As it is with other financial services businesses, alternative investment firms still must confront the convergence of forces from governments and customers. Even as these forces mount, firms must also continue to reduce costs, stave off new competition from emerging technology firms, and leverage oceans of data sloshing through their systems so they can make quicker, better operational decisions.

We believe leaders recognize that they are operating in an environment where boundaries are no longer defined by technology alone. In offering this report, we provide details on opportunities we believe can be realized through the following diverse yet critical business imperatives:

Dig for valuable data to build your strategy

Gathering and analyzing data can streamline operational processes and benefit customer relationships through the creation of products that customers demand.

Tax innovation in alternative investments

Enabling information transparency about income earned on alternative fund investments by individuals and organizations. While transparency is necessary for compliance with the Common Reporting Standard, transparent investor data can help funds increase capital inflows, build better relationships with investors, and create better operational controls.

CLOs – Regulation creates opportunities

Creating robust means to comply with collateralized loan obligations risk-retention rules, which will be complicated and carry the potential for managers to demonstrate that they support shared investor risk.

“We see 2017 as a year of opportunity for alternative investment firms. We understand that there are uncertainties surrounding economic and regulatory issues. And, we realize that a sizeable portion of the organizations in the industry still need to step up their leverage of data and technology tools
to attract customers and grow revenues, and they must maintain their focus on new tax and risk regulations. But, nevertheless, we remain optimistic that organizations that embrace agility and focus on fundamentals will reap rewards.’’— Jeffrey Kollin, Lead Advisory Principal, KPMG’s Alternative Investments Practice

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