KPMG’s global practice offers specialized services to a wide range of industry clients at local, national and global levels. Our professionals in Audit, Tax and Advisory are specialists in their fields and have deep experience in the issues and needs of the investment management business. Our member firms’ clients include investment managers, wealth managers, family offices, fund administrators and service providers who focus on mutual funds, hedge funds, private equity funds, infrastructure funds and real estate funds, and institutional investors for pension funds and sovereign wealth funds.
| Deal advisory | |
| - Financial and tax due diligence | - Carve out and integration support |
| - M&A buy side/sell side due diligence | - IPO readiness |
| - M&A tax advice | |
| Customer solutions | |
| - Customer technology solutions enablement (e.g.CRM and SalesForce) | - Advanced data and analytics |
| - Customer journey mapping | - Digital implementation |
| Portfolio management services | |
| - Advanced analytics to increase predictability of investment performance in real estate, credit and private equity | - Risk retentions services: financial instruments structuring, retention certifications, and ongoing portfolio analysis |
| Business operations transformation | |
| - Blockchain/FundsDLT | - Finance transformation: management company finance function transformation from transaction processer to business partner; focus on reducing cost and increasing value |
| - Process and technology transformation: from business and investment operations to portfolio and client reporting, with target operating model design and implementation. Focus on efficiency through technology, including Robotic Process Automation (RPA), AI, cognitive technology | - Cost transformation: reducing middle and back office costs through, RPA, outsourcing, cloud, PSDC |
| - Sourcing solutions: middle office and back office sourcing models, vendor selection, and implantation services | - Reporting: automation of all types of reporting requirements |
| Risk, Governance and internal controls | |
| - Risk consulting (model review, risk management framework, investment risk advisory) | - Cyber security |
| - Internal audit control work | - Accounting advisory |
| Tax planning and compliance | |
| - Transfer pricing review | - Investor reporting |
| - Fund formation | - Government reporting |
| - M&A tax and restructuring | - Tax function design and technologies |
| - Tax planning | |
| Managed services | |
| - Distribution: registration, KIID/Priips, Solvency II, investor tax reporting | - Compliance and reporting: reg-automation, KYD, AIFMD reporting, VAT, UCITS Compliance, CRR |
| - Risk management: NAV oversight (I NAV), risk analytics, EMIR | - Asset management: withholding tax reclaim, withholding tax health check, PERE accounting, capital gains tax |
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