Funds

Ready or not…PRIIPs KID implementation deadline for UCITS funds is coming soon!

On 3 February 2021, the European Supervisory Authorities (ESAs) submitted draft Regulatory Technical Standards (RTS) to the European Commission. These contained amendments to the key information document (KID) for packaged retail and insurance-based investment products (PRIIPs). Although some national competent authorities on EIOPA’s board expressed reserva […]
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German interest rate could boost your fund market shares

2020 was quite a year, bringing huge challenges to the asset management industry, and beyond. Now, here we are in 2021 and optimism is in the air…especially for German investors! The story so far Back in 2018, the German Investment Tax Act (GITA) was completely revamped. It lightened the complex tax reporting that funds (and therefore asset managers) were en […]
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2020 ALFI REIF Survey: Luxembourg real estate funds success story continues

This article has been written together with Pierre Kreemer. What a year...For many of us, our most challenging year yet. It’s finally behind us and now, here we are in 2021 with a fresh opportunity to set goals and intentions for the next 12 months, as well as a chance to look back and reflect on the year that was. Don’t worry, we’re not here to talk […]
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Brexit: understanding the transition period

On 31 January 2020, following the formal adoption of the withdrawal agreement, the UK officially left the European Union. Now begins the transition period outlined in the Brexit deal, which provides details on how the UK’s exit will unfold. For example, it states that no UK representative can participate in any EU institution, agency or body. It further declar […]
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ETFs and the future of active management

A decade of tremendous progress for ETFs and passive investing Did you know that over the last 10 years Vanguard picked up 87% of new net assets (inflows) of mutual funds with about two-thirds going to its largest index funds? The shift of investor money from active into passive funds has certainly contributed to a fundamental reshaping of the competitive […]
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Managing ESG: Challenges and Opportunities in the Asset Management World

This article was written together with Eleonora Cambone. The rise of ESG (Environmental, Social and Governance) and Sustainable investments is undebatable, and the figures testifying this are clear as day: as of December 2018, there are 2,816 European responsible investment funds domiciled in Europe with a total assets under management (AuM) of EUR 496 billio […]
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