News & Thoughts

Savings and Investments Union: How the Market Integration Package Centralizes Cross-Border Distribution

Crossborder Distribution, ELTIFs, ESMA, UCITS

3 weeks ago

Key takeaways The proposed in European Commission’s Market Integration Package marks a decisive pivot from the decentralized gentlemen’s agreement of mutual trust between national supervisory authorities toward a verticalized enforcement…

European passporting and freedom of movement of financial goods and services

Brexit, Crossborder Distribution, UCITS

12 months ago

Key takeaways The Single Market in Europe is based on a set of fundamental freedoms. The freedom of movement of goods, capital and people as well as the freedom of…

Trump 2.0 Implications for Accessing EU Private Markets

AIFMD, Crossborder Distribution, UCITS

1 year ago

Trump 2.0 Implications for Accessing EU Private Markets Key takeaways The regulatory landscape for EU private markets underwent a period of significant changes over the course of the recent past,…

The Economics of UCITS European Distribution

Brexit, Crossborder Distribution, UCITS

1 year ago

Key takeaways With European authorities grappling for years with lacklustre engagement by retail investors in their capital markets, introducing a concept of value for money became a necessity. The assessment…

ELTIFs and Evergreen Funds. Is that a Good Match?

Crossborder Distribution, ELTIFs

2 years ago

ELTIFs and Evergreen Funds. Is That a Good Match? Key takeaways The application of ELTIFs II regulation continues to make headlines. As of late, the European Commission proposed amendments to…

Will the MiFID Tied Agent Model Benefit from the New AIFMD II Delegation Rules?

AIFMD, Crossborder Distribution, MiFID

2 years ago

Will the MiFID Tied Agent Model Benefit from the New AIFMD II Delegation Rules? Key takeaways The text of AIFMD II has now been published and it draws to a…

Internet, Celebrities and Reverse Solicitation under MICA

Crossborder Distribution, Crypto, MICA

2 years ago

Key takeaways Another first world regulatory endeavour in Europe has kicked off with the introduction of a regulatory infrastructure for the markets in so-called crypto assets. The European Union plans…

Assessing the Impact of Greenwashing Risk on Financial Markets

ESG, SFDR

2 years ago

Key takeaways European authorities have high expectations for the establishment of a market for sustainable investments in Europe that is safe for investors. Amongst the new risks of the transition…

Understanding the Rules on Transfer Matching under ELTIF 2 RTS

AIFMD, Crossborder Distribution, ELTIFs

2 years ago

Understanding the Rules on Transfer Matching under ELTIF 2 RTS Key takeaways The final draft of the ELTIF 2 RTS is now out. Just on time for the official entry…

MIFID II Unbundling Impacts SMEs Access to Capital in Europe

AIFMD, Crossborder Distribution, MiFID, UCITS

2 years ago

MIFID II Unbundling Impacts SMEs Access to Capital in Europe Key takeaways US based investment advisers to European funds are well acquainted with the MiFID II unbundling rules. Conflicting with…

Investment Funds Tokenisation Transforms the Future of European Fund Distribution

AIFMD, Crossborder Distribution, UCITS

2 years ago

Investment Funds Tokenisation Transforms the Future of European Fund Distribution Key takeaways Tokenised investment funds are in no way different from their traditional analogue correspondents. That is for what concerns…

AMF ESG rules. France Protectionist Approach on ESG in Fund Names

Crossborder Distribution, ESMA, SFDR

2 years ago

AMF ESG rules. France Protectionist Approach on ESG in Fund Names Key takeaways There has been a rush in the recent past at both sides of the Atlantic to regulate…