Investment Management

What’s happening

Lack of credit for acquisitions, re-pricing of credit for existing assets, reduced profitability of existing business and an increased need to sell assets or raise equity are some of the challenges facing the investment management and real estate sectors.

On top of this, there is also uncertainty regarding asset valuations, challenges in buying or selling assets given market conditions and issues to do with accuracy in financial reporting and reporting of true equity positions.

Smaller players are finding it tough to compete, given reduced funds flow and the flight to safer asset classes. Lower yields on investment portfolios and losses on higher risk portfolios have also affected some institutions.

How we can help

  • Implementation of strategies to improve short term profitability.
    Customer retention strategies.
  • Talent retention strategies.
    Regulatory guidance.
Questions for the investment management and real estate sectors
  • Are credit standards being relaxed as liquidity feeds though the system?
  • Are banks forcing real estate asset sales and what is happening to asset prices?
  • How is the insurance industry being affected?
  • What is happening to funds flow in the IM industry?
PwC understands the issues your business is facing and the questions you need to ask in the current business environment. Contact us today to find out how we can help your business thrive.

Contacts
Mark Haberlin
Insurance & Investment Management Sector Leader
Sydney
Tel: +61 2 8266 8149
Investment Management CEO Survey 2008

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