Ideas & Insights

Investment partnerships face a complex landscape when it comes to tax compliance. The solution lies in partnership tax technology.

In this short video, we bring you up to date on the final carried interest regulations and give guidance on actions fund managers may take.

Trends influencing the asset management industry: RSM identifies 10 key trends shaping the asset management industry of the future.

Asset managers adapt to the world of ESG investing as clients demand accountability on their investments’ impact.

Asset managers face unique challenges incorporating digital assets into their portfolios – but it can be done.

Final section 864(c)(8) regulations clarify rules for foreign partners with ECI from transfers of partnership interests.

GP stakes investments—wherein investors acquire a minority interest in asset managers’ firms—continue to attract interest.

Hedge fund managers face a challenging environment as they pursue risk-adjusted returns. A key will be to hedge against volatility.

Recently, actively managed funds have outperformed passively managed. Is this a cyclical pattern or is active investing the new normal?

The U.S. Department of Labor has issued necessary regulations for service providers that want to offer PEP arrangements to their clients.

This alternative form of investing in the private funds industry bets on the success and growth of an asset manager’s investment firm.

The CARES Act includes beneficial tax relief. Coupled with sophisticated planning, now is the time to revisit your individual tax strategy.

The U.S., Cayman, and other jurisdictions extend deadlines for filing FATCA and CRS reports, but exams and compliance programs continue.

Join leaders from RSM’s asset management practice for an overview of the pressing accounting and tax issues you need to know about now.

Fund management companies face difficult challenges in determining their state income tax filing obligations and apportionment rules.

Learn about the tax opportunities and challenges facing private equity and hedge fund owners which should be revisited in 2020.

New tax laws and industry trends create planning opportunities for fund owners and management firms in the year ahead.

Some hedge fund managers are making the move to restructure their wealth as a family office; however, there are key areas to consider.

This infographic provides the key take-aways from the 2019 Trends in Business Development Companies event hosted by RSM, Nasdaq and SBIA.

RSM’s comprehensive, scalable managed services solution helps Bridgeway Capital Management leverage technology as a strategic resource.