Hybrid Funds in 2024 2024-09-20 – Major industry survey guages the state of planning for hybrid funds across Europe
Preparando T+1 en Europa: ¿un camino tortuoso o una oportunidad en el camino? 2024-09-25 – Dado que Estados Unidos y otros países de América del Norte y del Sur han reducido su ciclo de liquidación de operaciones bursátiles, los países europeos (UE, Reino Unido y Suiza) se ven presionados para seguir su ejemplo. El paso parece inevitable dada la fuerte implicación de los legisladores de la Unión Europea.
La Place travaille sur une nomenclature commune des contraintes extra-financières 2024-09-27 – Cet été, les grandes associations professionnelles réunies dans un groupe de place pour orchestrer les contrôles dépositaires en matière d’ESG sont parvenues à un accord qui a reçu l’aval de l’AMF. Celui-ci entrera en vigueur pour les reportings dès la rentrée. Ce groupe poursuit ses travaux pour parvenir à harmoniser les données ESG.
Hybrid Funds in 2024 : results of our survey 2024-09-30 – Our recent survey to European Asset managers on Hybrid Funds, in partnership with Funds Europe, confirms that the appetite for hybrid funds is growing. Key areas of interest include private debt, private equity and real estate private debt. However, challenges remain in areas like consolidated reporting and providing transparency. You can learn more by reading the survey results here, which…
The strong growth potential of active ETFs 2024-10-01 – Exchange Traded Funds (ETFs) have been part of the European market since 2000, experiencing immense success over the years. Traditionally, ETFs are associated with passive investment strategies that track indices. While this remains true for the majority of ETFs, a growing shift towards actively managed ETFs has emerged in recent years.
Transfer agency services – a business on its own that requires a high level of expertise 2024-10-02 – In the world of asset servicing, the transfer agent (TA) plays a key role that now extends far beyond recordkeeping and settlement agent services. Handling such a broad range of fund types and a plethora of investment rules, all within a highly-complex distribution chain, the TA provides essential support to fund promoters who distribute their funds around the world.
