The European Parliament recently adopted its position on the proposal for an omnibus directive on the so-called #RetailInvestment Strategy.
In addition, #UCITS and #AIFs #managementcompanies will be required to implement a pricing process. Where costs charged to investors are deemed undue, it will be possible for investors to seek for compensation.
Is it a fair conclusion that #ELTIFs and #Evergreenfunds are a good match? They better be.
In our view some of the characteristics of the ELTIFs regime are unbeatable on the marketability of this product and broader #distribution capabilities.
Learn why: youtu.be/0R0nT1F9Alo?si=q-Kq…
#ESMA just released the final report containing the guidelines on the use of #ESG and #sustainability related terms in fund names.
For funds newly created after the date of application of the guidelines, these will be immediately applicable.
It is knowledge diffused also in the #US that the #UCITS directive contains provisions to specify #investableassets, in one with risk diversification and exposure limits rules.
Even more so when considering that #financialmarkets, related regulations and practices concurrently evolved. New types and varieties of #financialinstruments appeared on the markets calling for clarification on their eligibility as #UCITS #investableassets.
We delve a little deeper on the subject in this dedicated edition of the European Funds Masterclass: venezianoandpartners.co.uk/b…
