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Using an integrated and customized approach, our professionals empower you with proactive solutions and clear analysis to move your business forward with confidence.

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See all asset management insights

Rely on an advisory team always on top of industry shifts

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 environmental, social and governance 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 start-ups to multibillion-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.

Asset management clients benefit from our specialized experience working with:

Business development companies

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.

Hedge funds

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.

Private equity funds

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 lifecycle and will help you navigate each stage.

Registered investment advisors

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

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

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.

Venture capital

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.

Frequently asked questions

How can automation streamline portfolio management?

Asset management leadership teams can use portfolio management software with automation features to rebalance portfolios more efficiently, identify business optimization opportunities for portfolio companies and continuously track performance. Artificial intelligence-driven analytics platforms can also help organizations monitor market trends and risk exposures. RSM advisors can help firms assess and implement advanced tools so portfolio managers can focus more on high-value decision making.

What strategies can improve data integrity across investment platforms?

Asset management firms can enhance data governance with centralized data warehouses that consolidate portfolio, transaction and client information from disparate systems. Automating validation checks and reconciliation processes can improve the accuracy and timeliness of data flowing between trading, risk management and reporting platforms. RSM can help organizations establish data stewardship roles in investment operations to maintain accountability and adhere to data quality standards.

How can asset management firms enhance operational resilience?

Scenario analysis and stress testing across asset classes are critical; these help asset managers identify vulnerabilities and adjust strategies according to market shifts. Automated risk monitoring tools can provide real-time alerts on portfolio exposures and liquidity issues; this can help firms navigate volatility. An outside advisor can help with these efforts and others, such as integrating cloud-based disaster recovery solutions that improve continuity amid disruption.

How can firms stay compliant with evolving regulations?

Regulatory technology solutions can help asset management firms stay compliant by automating monitoring and reporting across multiple jurisdictions and integrating compliance workflows into portfolio management systems. RSM teams can help organizations assess regulatory technology tools and implement automated document management and audit solutions to maintain transparency, drive efficiencies in financial reporting and respond to regulatory inquiries efficiently.

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RSM audit, tax and asset management consulting services