Germany has one of Europe’s largest insurance and occupational-pension sectors, and a large share of that capital reaches funds through insurers and pension vehicles. For the asset managers running that money, the supervisory framework sitting behind it -the Versicherungsaufsichtsgesetz (VAG), Germany’s Insurance Supervision Act – quietly dictates a set of Read more…
The FCA is replacing Annex IV wholesale. The headline is a 75% cut in reporting. The reality for firms is a migration – and the templates to plan it are already public. On 14 July 2026 the FCA published CP26/26, introducing FRAME – Fund Reporting for Asset Management Entities. It Read more…
The FCA’s move to consolidate cost disclosure under the CCI regime looks like tidy-up. Underneath, it changes who owns the numbers. On 2 July 2026 the FCA published CP26/24, Simplifying Consumer Investment Disclosures. On the surface it reads as housekeeping: align the cost-disclosure requirements derived from MiFID with the incoming Read more…
Real estate fund reporting sits at the intersection of operational complexity and regulatory variation. Unlike listed assets, property data originates from multiple sources, often at the asset level, and rarely in a consistent format. Rent rolls, lease data, capex, valuations, and operating metrics are typically maintained in separate spreadsheets across Read more…
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…
In asset management and across the broader financial industry, reporting priorities often follow market narratives. Over the past decade, firms have adapted disclosures and reporting outputs to address ESG integration, transaction cost transparency, digital assets, and more recently, artificial intelligence exposure. Before that, it was smart beta, alternatives, and thematic Read more…
As regulatory obligations expand and distribution models become more complex, financial firms are increasingly constrained not by a lack of data, but by how that data is managed. Across asset managers, insurers, REITs, and other investment firms, fund and product data are often fragmented across administrators, custodians, vendors, and internal Read more…
Last week, FinDatEx released the finalized version of EMT 4.3, the latest update to the European MiFID Template. As we previously reported, EMT 4.3 introduces a new France-specific section applicable to structured products, focused on Value Cost Advantage (VCA) disclosures. Compared to EMT 4.2, version 4.3 adds three optional fields Read more…
In asset management, speed to market is a competitive advantage. Firms that can launch funds and share classes efficiently are better positioned to support distribution strategies, respond to investor demand, and capitalize on market opportunities. Yet for many organizations, regulatory reporting continues to be a gating factor, extending launch timelines Read more…
The Financial Conduct Authority (FCA) published its final rules for the Consumer Composite Investments (CCI) framework on 8 December 2025, providing manufacturers with an 18-month implementation period before full enforcement. This marks the formal replacement of the UK UCITS KIIDs and UK PRIIPs KIDs, following an extensive consultation process that Read more…
What the Final Proposal Means for Asset Managers Distributing Funds in Europe The European Commission has published a proposal to reform SFDR, signaling a decisive transition away from a purely disclosure-based regime. Under the new draft, formal product categories are introduced, measurable entry criteria apply, and exclusions and sustainability objectives Read more…
We’re excited to announce that our Director, Bryce Kovacs, will be speaking at the INREV Finance & Operations seminar on Tuesday, 28 October. Bryce will be contributing to the session on the SDDS (standard data delivery sheet), and enhancing standardization and transparency. If you’ll be in Amsterdam for the event, Read more…
This version introduces new fields for holdings attributes, trade price frequency, UK Overseas Fund Regime (OFR), ACT signatory, and Swiss sustainability disclosure. It also updates many fields to support minor currencies, UK post-Brexit considerations, and definitions for EMT, EPT, and EET-related fields. Although the changes span 121 fields, the iQuant Read more…
This update introduces a new section to the template that allows fund manufacturers to provide additional information on Value for Money tests for structured products. The section includes three optional fields intended for structured products distributed in France: Whether the product successfully passed a Value for Money test The Value Read more…
FinDatEx has grown into a key industry initiative for EU data standardization, providing widely used templates that support regulatory frameworks including MiFID, PRIIPs, Solvency II, and ESG. These templates make it easier for product manufacturers, financial institutions, and distributors to exchange information efficiently and consistently. The FinDatEx working group is Read more…
In recent years, the boundaries separating retail and institutional investment access have begun to blur. Amid a persistent lower-yield environment, retail investors have shown growing demand for the higher return potential offered by private markets, including private equity, private debt, infrastructure, digital assets, and real estate funds. This demand is Read more…
The Financial Conduct Authority (FCA) has launched a beta version of its newly redesigned Handbook, marking a significant step forward in its broader strategy to become a more agile, tech-enabled regulator. The new platform is designed to make regulatory content easier to access, navigate, and understand; a welcome change for Read more…
As a London-based firm with a global presence, we understand the rapidly changing reporting challenges facing investment managers and insurance companies. The adoption of crypto-assets and algorithmic tools like robo-advisors is accelerating, driving a wave of regulatory transformation. Compliance today is no longer about meeting static rules—it’s about anticipating dynamic, Read more…
Two weeks ago, we reminded private fund managers that the extended Form PF compliance deadline (June 12, 2025) was fast approaching. Many have spent the past year preparing for XML schema updates, expanded data fields, and new reporting requirements. Yet with only two weeks left prior to the implementation deadline, the industry Read more…
The SEC and CFTC’s extended compliance date (June 12, 2025) for the recent Form PF amendments is now only one month away. This extension provided additional time for private fund advisers to implement the necessary operational and technological changes required under the updated Form PF reporting framework. 𝗞𝗲𝘆 𝗖𝗵𝗮𝗻𝗴𝗲𝘀 𝘁𝗼 Read more…
The Financial Conduct Authority (FCA) recently unveiled its strategy for the next five years, a forward-thinking vision that strongly resonates with our mission at iQuant Solutions to revolutionize regulatory reporting and client outcomes. By focusing on transparency, innovation, collaboration, and continuous improvement, the FCA’s approach is not just about meeting Read more…
Blog Post: Top 5 Data Management Solutions to Streamline Regulatory Reporting In today’s fast-evolving regulatory landscape, managing the vast amounts of data required for compliance and reporting can be overwhelming for financial institutions. Asset managers, insurers, banks, and REITs face the challenge of consolidating fragmented, siloed systems while staying on Read more…
In today’s fast-paced fintech and regtech landscape, financial institutions must manage vast amounts of data while staying compliant with complex and evolving regulations. As demand for faster, more efficient, and transparent data management grows, APIs (Application Programming Interfaces) are becoming essential. APIs facilitate seamless communication between systems, empowering firms to Read more…
As we head into 2025, asset managers and insurance investment firms face a landscape shaped by evolving regulations and new reporting requirements. We’ll be watching several key factors likely to influence their operations and strategic decisions. Investment Data Transparency: There’s growing emphasis on improving transparency in investment data, including ESG, Read more…
Announcing Our New U.S. Subsidiary: Bringing Fresh Perspectives and Localized Expertise to the U.S. We are thrilled to announce the opening of our new U.S. subsidiary, marking a major milestone in our journey to serve clients in the asset management, insurance, and finance industries. For years, our firm has specialized Read more…
Today ESMA published the translations of the Guidelines on funds’ names using ESG or sustainability-related terms. However, since the English-language guidelines were published in March, the publication of the translations does not mean anything new in terms of content. Funds that use sustainability-related terms in their name, must at least Read more…
On Tuesday, our colleague Alexander Ehmann, together with Ingeborg Schumacher (Responsible Impact Investing), Dr. iur. Heidi Erika Gysi (EY), Daniel Sailer (Metzler Asset Management) and Marc Zoll (terrAssisi), was on the panel of the Friends of Funds event “ESG Update: Regulation, metrics, categorizations, data quality”, which was moderated by Neda Read more…
Infrastructure investments have become an increasingly attractive asset class for insurance companies operating under the Solvency II regulation. Solvency II, implemented in 2016, aims to standardize and strengthen the regulation of insurance and reinsurance companies within the European Union (EU). It introduced a risk-based approach, emphasizing the need for insurers Read more…
We’re thrilled to announce the release of our latest ISAE 3000 Audit Report.
Solvency II is a comprehensive regulatory framework that governs insurance and reinsurance companies operating within the European Union (EU). After several years of discussions, it came finally into force in January 2016 with the aim of better protection of policyholders and beneficiaries. This was necessary because of the impacts of 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”.