European Funds Masterclass

UCITS Local Facilities in France and Italy. Analog Countries in a Digital Europe

European Funds Master Class, Uncategorised

2 weeks ago

Key takeaways The concept of local facilities under UCITS directive has undergone a complete revamp with the introduction of the Cross-border distribution directive. An ambitious legislative endeavor where cost efficiencies…

Mastering UCITS Fund Distribution Oversight

European Funds Master Class

1 month ago

Key takeaways The increasing complexity of fund distribution networks across Europe, especially in contexts heavily reliant on cross-border distribution models, places significant operational and strategic demands on UCITS management companies.…

Beyond the Pros. Marketing AIFs to retail investors in Europe

European Funds Master Class

2 months ago

Key takeaways AIFMD addresses the distribution of AIFs predominantly to professional investors. This approach reflects the needs of the market for alternative investments when the directive was firstly introduced in…

Why You Won’t Believe That You Need a Facilities Agent for ELTIF

European Funds Master Class

2 months ago

Key takeaways While ELTIF II eliminated many of the perceived bottlenecks and legacy requirements from its previous iteration, confusion persisted regarding the requirement of appointing a facilities agent for ELTIF. …

Why Europe Is Watching Closely the Consumer Composite Investments Rules

European Funds Master Class

3 months ago

Key takeaways By the end of March 2020, the first consultation launched by the UK FCA on the Consumer Composite Investments will come to an end. A new standard for…

Will a New Union Enhance European Cross border Distribution?

European Funds Master Class

4 months ago

Key takeaways The shallowness of the European capital markets has implications for European companies says Ursula von der Leyen in the recent Political Guidelines for the Next European Commission. Innovative…

Key Implications of Trump 2.0 on EU Distribution for US Managers

EU Distribution for US Managers and Key Implications of Trump 2.0

European Funds Master Class

5 months ago

EU Distribution for US Managers and Key Implications of Trump 2.0 The return of Donald Trump to the presidency of the USA comes with a set of far-reaching consequences for…

Debunking the Myths of the UK Overseas Fund Regime

European Funds Master Class

7 months ago

Debunking the Myths of the UK Overseas Fund Regime Key takeaways The pronunciation of equivalence made by the UK government was the missing piece in the architecture of the UK…

Illustration of a balance scale weighing coins against bar graphs, representing value assessment in fund management, with market stalls and regulatory buildings in the background symbolizing the financial industry and governance

The Assessment of Value You Didn’t Know You Needed

European Funds Master Class

8 months ago

The Assessment of Value You Did Not Know You Needed With the Asset Management Market Study dated 2017 and the ensuing package of measures introduced in 2018, the UK pioneered…

Implementing a European Liquidity Management Regime for Funds

European Funds Master Class

11 months ago

Implementing a European Liquidity Management Regime for Funds Key takeaways AIFMD the most effective tool in achieving the goals of the Capital Markets Union. For there being little that needed…

The Subtle Effects of Brexit on European Cross-border Distribution

European Funds Master Class

1 year ago

The Subtle Effects of Brexit on European Cross-border Distribution So far, we concentrated purely on the regulatory implications of Brexit. We discussed at length the changes to the status quo…

The Conundrum of the European Value for Money Rules

European Funds Master Class

1 year ago

The Conundrum of the European Value for Money Rules If you sit in the US and are planning the launch of your first fund in Europe, it shouldn’t be extremely…