Trends and Commentary

Data Management Fund Reporting Regulation

Crypto, Robo-Advising, and the Evolving Regulatory Landscape: A Global Perspective for Asset Managers and Insurers

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By Diana Marks, 23 hours2025.06.05. ago
Data Management Form PF Fund Reporting Regulation

Navigating Regulatory Reporting: The Ongoing (Form PF) Implementation Challenge

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By Diana Marks, 7 days ago
Data Management Form PF Fund Reporting Regulation

Attention Private Fund Advisers: Deadline Approaches for Incorporating Changes to Form PF

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By Diana Marks, 3 weeks2025.05.13. ago
Fund Reporting PRIIPs Regulation

Regulatory Guidance Update

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By Diana Marks, 1 month2025.05.06. ago
AIFM Fund Management Regulation Risk Management

New ESMA Guidelines & RTS on Liquidity Management Tools (LMTs) for UCITS and Open-Ended AIFs

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By Diana Marks, 1 month2025.05.02. ago
ESG Fund Reporting Regulation

ESMA’s Final Report on ESG Disclosures Under BMR: What Asset Managers Should Know

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By Diana Marks, 1 month ago
Data Management

FCA’s 5-Year Vision for the Future: A Revolution in Regulatory Reporting and Client Outcomes

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By Diana Marks, 2 months2025.04.09. ago
Data Management ESG Our Platform Technology

Top 5 Data Management Solutions to Streamline Regulatory Reporting

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By Diana Marks, 3 months ago
Form PF Fund Reporting Regulation

Form PF Amendment Deadline Extended

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By Diana Marks, 4 months2025.02.05. ago
Data Management Dissemination iQuant Technology

The Role of Technology in Modern Financial Data Management: How iQuant Solutions Simplifies Integration

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By Diana Marks, 5 months2025.01.16. ago
Data Management ESG Fund Reporting Regulation

Key Regulatory and Investment Data Reporting Trends to Watch in 2025 for Asset Managers and Insurance Investment Firms

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By Diana Marks, 5 months2025.01.06. ago
FinDatEx Fund Reporting Risk Management Solvency II

FinDatex TPT V7: Key Enhancements for Solvency II Reporting and NACE Code Updates

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By Diana Marks, 6 months2024.12.17. ago
Data Management iQuant Regulation

Announcing Our New U.S. Subsidiary: Bringing Fresh Perspectives and Localized Expertise to the U.S.

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By Diana Marks, 7 months2024.11.04. ago
Form PF Fund Reporting Regulation

Draft XML for Form PF Amendments published

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By Alexander Ehmann, 7 months2024.10.30. ago
FinDatEx Regulation Solvency II

Important Update for GPs and LPs: New Private Debt Fields Introduced in TPT V7

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By Alexander Ehmann, 9 months ago
Data Management Dissemination ESG

Translations of ESMA Guidelines on Fund Names using ESG Terms published

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By Alexander Ehmann, 10 months2024.08.21. ago
Data Management ESG iQuant

iQuant on the Friends of Funds ESG Panel

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By Alexander Ehmann, 11 months2024.06.28. ago
Form PF Fund Reporting Regulation

New Amendments to Form PF Reporting

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By Alexander Ehmann, 1 year2024.05.28. ago
FinDatEx Fund Reporting MiFID II

New EMT V4.2 published

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By Alexander Ehmann, 1 year2024.04.23. ago
ESG PRIIPs Regulation

Voting on the Proposal for the Modernisation of PRIIPs KIDs

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By Alexander Ehmann, 1 year2024.04.05. ago
iQuant

iQuant is now Sponsor of Friends of Funds

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By Alexander Ehmann, 1 year2024.03.04. ago
Fund Reporting PRIIPs Regulation

Annual PRIIPs KIDs update

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By Alexander Ehmann, 1 year2024.02.09. ago
ESG Regulation SFDR

ESMA Statement on Guidelines on Fund Names using ESG Terms

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By Alexander Ehmann, 1 year2023.12.22. ago
ESG Fund Reporting SFDR

New EET 1.1.2 published

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By Alexander Ehmann, 1 year2023.12.20. ago
ESG Fund Reporting SFDR

New Draft on RTS under SFDR published

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By Alexander Ehmann, 1 year2023.12.12. ago
Regulation Risk Management Solvency II

Solvency II Review: Impact on Capital Charges for Securitisations

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By Alexander Ehmann, 2 years2023.12.01. ago
AIFM Form PF Fund Reporting

SEC publishes final new rules and amendments under the Advisers Act

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By Alexander Ehmann, 2 years2023.11.22. ago
Data Management Regulation Solvency II

Infrastructure Investments under the Solvency II Regime

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By Alexander Ehmann, 2 years2023.10.06. ago
Data Management iQuant Technology

iQuant publishes its latest ISAE 3000 Audit Report

We’re thrilled to announce the release of our latest ISAE 3000 Audit Report.

By Bryce Kovacs, 2 years2023.09.30. ago
Data Management Fund Reporting Solvency II

Update on the Solvency II Review

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By Alexander Ehmann, 2 years2023.09.27. ago
AIFM Form PF Open Protocol (OP)

iQuant to provide a new solution for Form PF Reporting

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By Alexander Ehmann, 2 years2023.09.18. ago
AIFM Form PF Open Protocol (OP)

Amendments to the Form PF Reporting Frequency

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By Alexander Ehmann, 2 years ago
AIFM Data Management Open Protocol (OP) Risk Management

New Open Protocol (OP) Amendments

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By Alexander Ehmann, 2 years2023.05.04. ago
AIFM Data Management Regulation

ESMA AIFMD Q&A Update

Last week ESMA published an update of the AIFMD Q&A which contains a new section called XVI “Exemptions”.

By iquant_admin, 2 years2023.03.16. ago
Fund Reporting MiFID II Regulation

New EMT V4.1 Draft published!

FinDatEx has published the draft European MiFID Template (EMT) V4.1 for public consultation that covers the new requirements under the UK Consumer Duty regulation.

By iquant_admin, 2 years2023.03.09. ago
PRIIPs

New PRIIPs Q&A available!

On 21st December 2022 the European Supervisory Authorities (ESAs) published again an update on the PRIIPs Q&A. This shows that the industry still has many open questions on the latest RTS as the previous update was only released on 14th November.

By iquant_admin, 2 years2022.12.23. ago
Sounding board

Separation anxiety: EU & UK regulatory divergence

Amid the many, many nauseatingly hyperbolic statements and goals issued to promote Brexit, one stared ambition was a once-in-a-generation opportunity to fend off Paris and Frankfurt as major European financial centres.

By iquant_admin, 3 years2022.08.01. ago
Sounding board

Everything’s gone green: ESG and Real Estate reporting

Variously described as the most exciting thing ever to happen in finance and also one of its biggest challenges, ESG is no longer just a factor for investment decision-making, but a regulatory reporting requirement.

By iquant_admin, 3 years2022.03.01. ago
Sounding board

PRIIPs Reprise and the Journey from EUCs to Web Apps

Asset managers love EUCs – End-User Computing solutions. These lovingly self-built Excel tools are often designed as quick fixes to very custom processes and problems – from valuation models through to simply taking manual effort out of a regular task.

By iquant_admin, 3 years2021.12.16. ago
Sounding board

Alternative Investment Reporting and Cloud Transformation

Asset classes like real estate, hedge funds, private equity and credit, or emerging alternatives like cryptocurrencies, are routinely treated like those people choosing to live on society’s furthest fringes – left to their own devices and treated with a high degree of caution.

By iquant_admin, 4 years2021.10.01. ago
Sounding board

PRIIPs Implementation and Fund API Initiative

The delays surrounding the introduction of PRIIPs KIDs for UCITS funds by the European Commission are vaguely reminiscent of the slow-motion back-and-forth that characterized another European drama of recent years, Brexit.

By iquant_admin, 4 years2021.06.01. ago
Sounding board

ESG Disclosure and API Utilization

Asset managers seek to embed ESG into their investment processes, but the extent that this integration is possible also depends, to a certain extent, on clear guidelines and metrics from regulation in order to assess the ESG impact of various investments.

By iquant_admin, 4 years2021.03.01. ago
Post categories
  • AIFM (6)
  • Data Management (15)
  • Dissemination (2)
  • ESG (9)
  • FinDatEx (3)
  • Form PF (8)
  • Fund Management (1)
  • Fund Reporting (17)
  • iQuant (5)
  • MiFID II (2)
  • Open Protocol (OP) (3)
  • Our Platform (1)
  • PRIIPs (4)
  • Regulation (19)
  • Risk Management (4)
  • SFDR (3)
  • Solvency II (5)
  • Sounding board (6)
  • Technology (3)
Recent Posts
  • Crypto, Robo-Advising, and the Evolving Regulatory Landscape: A Global Perspective for Asset Managers and Insurers
  • Navigating Regulatory Reporting: The Ongoing (Form PF) Implementation Challenge
  • Attention Private Fund Advisers: Deadline Approaches for Incorporating Changes to Form PF
  • Regulatory Guidance Update
  • New ESMA Guidelines & RTS on Liquidity Management Tools (LMTs) for UCITS and Open-Ended AIFs


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