News

In recent years, it’s become commonplace for extra scrutiny to be given to the impact that fund managers make through their investment practices.

At the turn of the year, the technical regulatory standards for the SFDR Regulation will come into force. What this means for fund companies is explained by regulatory specialist Mikkel Bates from FE Fundinfo.

At the end of September, the European investments regulator ESMA published its final report on “guidelines on certain aspects of the MiFID II suitability requirements”.

Discover what changes have been made with the introduction of EPT v2 and how fund groups should prepare for the transition from v1 to v2

The EET was developed to help with the data provision for the SFDR, which was due to kick in fully on 1 July this year, just ahead of the changes to MiFID II. But now that the level 2 rules for SFDR won’t take effect until 1 January 2023, the order has been reversed and the new MiFID requirements will come in first.

Italy is becoming an increasingly attractive market for both Italian and non-Italian investors alike and is a growing area of interest for all aspects of the fund ecosystem, from fund managers, to distributors, to intermediaries and the end investor. Find out more about the current situation and challenges of the Italian fund market.

Mikkel Bates, Regulatory Manager at FE fundinfo, provides a quick tour of what's happening in the world of fund regulation covering UCITS, PRIIPs, ESG and Brexit.