Performance Magazine - Issue 19

Reflections on infrastructure, real assets, digitalisation etc. as well as investment strategies such as Smart Beta and the realities of the Eurocrisis are in focus. More precisely, we interview the BVI on their thinking about ELTIFs and we are brought back to the harsh realities of the European context by a thought-provoking and slightly uncomfortable piece examining the specter of the ongoing euro crisis that many would wish us to believe behind us, and here examined in the cold and rational light of objective reasoning.  

In summary and in brief, this edition of Performance breaks new ground in bringing you insights that inform as well as provoke reflection. It challenges stereotypes at it challenges pre-conceived or accepted ideas, and it updates our understanding of what is new and what is topical in the wide wolrd of investing.

In this issue

• In focus
  Interview— Zooming in on the features and effects of the ELTIF framework
• Hot topic
  Interview— Investing in the “Real Assets” market— Perspectives
• The Art & Science of Smart Beta
• Why the Eurocrisis is here to stay and what it means for investors
• Back (office) to the future
  The four digital trends altering the status quo for custodians
• Regulating the asset management industry proportionally will help create growth and jobs
• German custodians on the New Silk Road
  Guiding investors into faster growing markets
• European depositary regulation
  Striking the right balance?
• Impacts of Solvency II on the investment policy of insurers
• A common language is not enough
• A View on the Future Landscape of European Regulatory Reporting
• Fund distribution under MiFID II
  Strategic considerations for investment managers distributing funds across the EU

2016 Regulatory Agenda - Top priorities

Get a snapshot of the EMEA regulatory landscape at your fingertips.

This year, our agenda focusses on:

• Single Supervisory Mechanism (SSM): Supervisory Review and Evaluation (SREP)/Stress testing
• Capital Requirement Directive & Regulation (CRD/CRR), Single Resolution Mechanism, Bank Recovery & Resolution Directive, Desposit Guarantee Scheme Directive (SRM/BRRD/DGSD)
• Data Quality and the Principles for Risk Data Aggregation and Risk Reporting (BCBS 239/AnaCredit)
• European Market and Infrastructure Regulation (EMIR)
• Securities Financing Transaction Regulation (SFTR)
• Markets in Financial Instruments Directive and Regulation (MiFID II / MiFIR)
• Key Investor Information Documents for Packaged Retail and Insurance-based Investment Products (PRIIPs)
• European Long Term Investment Funds (ELTIF), Restricted Alternative Investment Fund (RAIF), Alternative Investment Fund Manager Directive (AIFMD)
• UCITS V 
• Payment Services Directive II / Payment Accounts Directive (PSD II / PAD)
• Insurance Matters: Insurance Distribution Directive (IDD) and Solvency II
• Common Reporting Standard (CRS) 
• Capital Market Union (CMU)