The asset management sector is seeing profound changes that will redefine the space. From rapid digital transformation and growing interest in digital assets to heightened regulations and emerging ESG practices, the industry is experiencing a seismic shift.
These changes will affect business development companies and small business investment companies alike, along with commodity pools, hedge funds, private equity funds and venture capital. There will be new implications for registered investment advisors and regulated investment companies. Adapting successfully will require the industry to invest in technology, increase efficiencies and work with digital assets.
In this environment, selecting the right advisory partner makes all the difference. RSM serves clients spanning all revenue categories, from startups to multi-billion-dollar entities. We understand the complexities the industry is up against. We’ll work closely with you on financial and regulatory compliance, general accounting and auditing, financial reporting and more. Optimal outcomes are our goal.
Business development companies face a range of complex issues. Valuations need to be accurate, fees calculated correctly and risk properly managed to meet SEC requirements. We’re here to help you make informed decisions to maximize profitability.
As hedge fund managers ride a volatile market, many struggle through supply and demand shocks, workforce changes and liquidity issues. We’ll work with you to address operational, financial reporting, and tax and compliance issues facing the industry.
A changing market has led to more stringent regulations. Private equity investing is now mainstream in alternative investments and fundraising is more competitive. We know the challenges of the fund life cycle and will help you navigate each stage.
Registered investment advisors deal with an ever-changing landscape that includes the acceleration of alternative data, remote work and environmental, social and governance issues. We understand these challenges and come to the table with solutions.
Regulated investment companies are limited in the provider they pick due to potential independence issues. Managers must deal with changing regulations, new tax laws, increased competition and more. We provide clarity on the complex issues you face.
SBIC funds are an attractive source of low-cost capital to invest in lower middle market businesses. But they can be time-consuming and divert resources from activities that generate profits. We’ll take the lead to help you realize optimal outcomes.
As venture capital funds manage the shifts in the market, many are taking steps to optimize their portfolios. Our VC professionals will advise you on a wide range of topics, including fundraising, valuation issues and technological investments.