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Brexit and the investment fund industry
Financial services were almost completely excluded from the Trade and Cooperation Agreement between the UK and the EU that was finalised on 24 December 2020. However, there are some specific elements that affect the legal structure and marketing of UK and EU investment funds now.
The biggest changes to Global Investment Performance Standards (GIPS®) since their launch in 1999
The first set of voluntary Global Investment Performance Standards (GIPS) was introduced in 1999 by the CFA Institute. They have previously been updated in 2005 and 2010, while the latest update in 2020 is the most significant to date.
Spotlight on the Spanish fund market
Spain is becoming an increasingly attractive market for both Spanish and non-Spanish investors alike and is a growing area of interest for all aspects of the fund ecosystem, from fund managers, to distributors, to intermediaries and to the end investor.
2021 Global Fund Management Regulatory Outlook
Mikkel Bates, Regulatory Manager at FE fundinfo, reflects on the regulations that did and did not go to plan this year in light of the global pandemic, and how the fund management industry is placed to face new regulatory changes in 2021.
Reconnecting, remarketing & retargeting - Mergers & Acquisitions in asset management
It’s not a revolutionary move when a business participates in a merger or company acquisition. With the aim of strengthening their distribution reach and growing AUM, we see market movements like this in the fund management industry regularly.
Spotlight on the Italian Fund Market
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.
The European product family has another KID on the way
Following the publication in 2019 of the Pan-European Personal Pension (PEPP) Regulation, the European pensions regulator, EIOPA, recently issued draft regulatory technical standards (RTS) setting out the instructions for a PEPP key information document (KID).