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

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…

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

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…

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

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…

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

On April 9, 2025, the European Securities and Markets Authority (ESMA) released its Final Report on the Common Supervisory Action (CSA) concerning ESG disclosures under the EU Benchmarks Regulation (BMR). Conducted alongside national regulators, the report evaluates how benchmark administrators are applying the BMR’s ESG disclosure requirements—and offers insights that Read more…

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

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…

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

Today, FinDatex published the release of TPT V7 for Solvency II reporting. This new version brings several key enhancements that further align it with recent industry and upcoming regulatory changes, including the new NACE code classification updates.  Key Enhancements in TPT V7 Enhanced SCR Calculations: TPT V7 introduces support for Read more…