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…
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…
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…
Last week the European Parliament voted on the proposal for the modernisation of the key information document. This means significant changes in the PRIIPs KIDs regulation are on their way. The main target of the regulators is to strengthen the comparability between different products for retail investors as well as Read more…
Last week ESMA published an update on the proposed guidelines on funds’ names using ESG or sustainability-related terms. The goal of this upcoming regulation is to further avoid greenwashing of fund investments. As many funds are using ESG-related fund names, the regulators aim to provide clear rules for the usage Read more…
Today FinDatEx published the new EET 1.1.2. The new template is not a major update as the versioning number already indicates. This means, that there are no structural changes. Overall, there are several corrections of typos and the transitional scope 12 fields have been changed from “Mandatory/Conditional” to “Optional”, which Read more…
Last week the ESAs published the latest “Joint ESAs Final Report on RTS under SFDR”. It discusses significant changes proposed to the Sustainable Finance Disclosure Regulation (SFDR) level 2 Regulatory Technical Standards (RTS). The major changes in the proposed RTS are as follows: Principal Adverse Impact (PAI) Indicators: There have Read more…