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Performance: Issue 10

January/February 2013


Performance: Issue 10In this edition, we share insights and perspectives on target operating models, cross-border rationalisation for UCITS, secure yield, private equity and real estate, AIFMD, extensive tax updates, IFRS 10, constant NAV money market funds and investment management regulation in Australia and China.

Market buzz

  • Refining the target operating model - Increasing benefits from Lean and Six Sigma initiatives
  • Real estate senior debt funds
  • Embracing technology - A crucial element in transforming private equity and real estate business operating models.

External perspective

  • Focus on Australia: Ongoing changes to regulatory regimes need to be understood
  • Cross-border master-feeder structures - A way of adapting your product development strategy to new market challenges.

Tax perspective

  • The AIFMD - A regulatory directive with tax implications
  • Reclaiming withholding tax in France - Operational difficulties
  • New tax regulations for investment funds.

Regulatory angle

  • Recent asset management regulatory changes in China
  • Consolidated financial statements and the control concept - Ten discussion areas for investment managers
  • Constant NAV money market funds under regulators’ spotlight - Breaking or not breaking the buck; that is the question!

For further information and, or assistance please contact either;

Neil Brown
Tel: + 61 3 9671 7154

Avi Zaacks
Tel: + 61 3 9671 7393

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