As of April 16, 2026, the updated Alternative Investment Fund Managers Directive, commonly referred to as AIFMD 2, officially comes into effect across the EU. This marks a significant milestone for managers of alternative investment funds (AIFs), particularly those engaging in loan origination activities or operating open-ended structures. While the Read more…
The Data-Intensive Regulatory Landscape of 2025-2026 The past year brought an unmistakable rise in regulatory expectations across the financial sector. In 2025, regulators in the U.S., EU, and UK expanded their focus on data integrity, investor protection, sustainable finance, and structured reporting. As we enter 2026, these initiatives evolve from Read more…
On 15 April 2025, the European Securities and Markets Authority (ESMA) published its final report on the Guidelines for Liquidity Management Tools (LMTs) of UCITS and open-ended Alternative Investment Funds (AIFs), along with draft Regulatory Technical Standards (RTS). These updates are part of the broader AIFMD II and UCITS Directive amendments Read more…
The SEC has recently published new rules and amendments under the Investment Advisers Act of 1940 (Advisers Act) for registered private fund advisors that going forward are required to: Provide quarterly reports containing detailed information about performance, fees and expenses Conduct an annual audit for each private fund Obtain a Read more…
We are happy to announce that iQuant now also provides a reporting solution for Form PF. Besides AIFMD and Open Protocol (OP), this is another important step on our journey as a full-service provider of data automation and reporting solutions for AIFs, Hedge Funds and Liquid Alternatives. Form PF (Private Read more…
On May 3rd the SEC published new amendments to the Form PF regulation, the US counterpart of AIFMD in Europe. Those amendments mainly concern the reporting frequency of large hedge fund advisers (> $ 1.5 bn), private equity fund advisers (> $ 150 mil) as well as large private equity Read more…
Yesterday the Standard Board for Alternative Investments (SBai) published the latest amendments to reporting stress test results for the Open Protocol (OP) Risk Reporting Template. The reason for this change is the amended SEC Rule 206(4)-1, also called the “Marketing Rule”, which prohibits the presentation of gross performance in any Read more…
Last week ESMA published an update of the AIFMD Q&A which contains a new section called XVI “Exemptions”.