Entering ‘Fortress Europe’ – here are your options

In case you’ve been living under a rock for the past couple of years, the Alternative Investment Fund Managers Directive (AIFMD) has landed. The EU-led legislation – designed to promote better standards and transparency within Europe’s alternative investment market – has essentially created a vast ‘Fortress Europe’. For the right to market their funds within Europe, managers of alternative investment firms must now become authorised under the Directive.

Posted on: 22 May, 2015
Posted in: Feature

Speculation over which offshore jurisdictions will gain pan-EU passport

There is speculation as to which offshore jurisdictions will benefit from the pan-EU marketing passport afforded under the Alternative Investment Fund Managers Directive (AIFMD).

Posted on: 19 May, 2015
Posted in: Regulation

Investors advised to review managed account custodian contracts

Institutional investors have been urged to carefully monitor the custodian agreements they have signed if they invest in a managed account or fund of one that is not subject to the Alternative Investment Fund Managers Directive (AIFMD) or UCITS V.

Posted on: 18 May, 2015
Posted in: Investors

The benefits of the AIFMD passport

COOConnect spoke to Denise Voss, Conducting Officer at Franklin Templeton Investments (Luxembourg) about the benefits of the AIFMD passport, whether an AIFMD brand will emerge, and whether reverse solicitation will work under AIFMD. The interview took place during the ALFI London Conference in April 2015.

Posted on: 08 May, 2015
Posted in: Video Features

AIMA updates corporate governance guide

The Alternative Investment Management Association (AIMA), the hedge fund industry group, has updated its Fund Directors Guide. The Guide, last published in 2008, is aimed at investment managers, fund promoters and directors.

Posted on: 29 Apr, 2015
Posted in: Regulation

Luxembourg and Belgium introduce further AIFMD reporting requirements

The decision by regulators in Belgium and Luxembourg to require non-EU alternative investment fund managers (AIFMs) distributing non-EU feeder AIFs through national private placement regimes to include the master fund in their Annex IV reporting is yet another example of the challenges facing fund distribution.

Posted on: 28 Apr, 2015
Posted in: Regulation

Key points from the Irish Funds Industry Association (IFIA) Conference

Here are the key points from the Irish Funds Industry Association (IFIA) Conference which took place on 14 April 2015 in London.

Posted on: 15 Apr, 2015
Posted in: Feature

MiFID II legislation providing challenges in the fund distribution landscape

Denise Jud, Executive Director, Head Legal Distribution at Swiss & Global Asset Management, spoke during the ITAS conference in February 2015 on whether UCITS & AIFMD passporting rules provide a sufficient framework to advance cross-jurisdiction selling, the main regulatory drivers in cross-border fund distribution outside Europe and what the challenges and opportunities for the fund distribution landscape with the upcoming MiFID II legislation are.

Posted on: 17 Mar, 2015
Posted in: Video Features

Thomas Murray offers depositary banks and transfer agents an AIFMD and UCITS V compliance service

Depositary banks are looking for a convenient and efficient way of meeting their obligation to monitor transfer agents, while transfer agents are looking for an efficient and convenient way of giving large numbers of depositary banks the information they need to fulfil their obligations under AIFMD and UCITS V. Thomas Murray Data Services has developed an AIFMD and UCITS V transfer agent monitoring service to meet these twin needs.

Posted on: 10 Mar, 2015
Posted in: Video Features

Uncertainty over extent to which AIFMD passport will be afforded to non-EU managers

The 2015 extension of the pan-EU passport as envisioned under the Alternative Investment Fund Managers Directive (AIFMD) could potentially be extended only to EU AIFMs managing non-EU funds in key cooperative jurisdictions such as the Cayman Islands.

Posted on: 16 Feb, 2015
Posted in: Regulation


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