Investment Management Corner

Article

Investment Management Corner

The latest insights on Investment Management

Perspectives

Investment Management Corner

The latest insights on Investment Management

Articles

Taking stock of the Alternative Investment Fund Managers Directive nine years later: will the marketing of AIFs improve?

Avatar

The European Alternative Investment Fund Managers Directive (AIFMD) introduced the Alternative Investment Funds (AIF) marketing passport and is now recognized as a great success.

Advancing environmental, social, and governance investing


Avatar

Social consciousness has spread throughout many facets of life, and many companies are making a concerted effort to align with these principles.

Managing investment costs and aligning interests


Avatar

A decade ago, Frontier Advisors released a set of Fee Principles that proposed alternative investment fee structures to better align the interests of those that manage money with those who provide money.

Publications

Responding today, planning for tomorrow

Avatar

True to the commitments made to our clients, our communities, and society, Deloitte Luxembourg aims to support you in navigating the current crisis.


2020 Regulatory Agenda - Top priorities

Avatar

While COVID-19’s impact on the investment management industry is not nearly as high a priority as protecting people’s health and well-being, it is still important for investment professionals to learn from these challenges.

Asset Management Survey


Avatar

The Asset Servicing and Asset Management industries experienced continuous challenges in recent years, driven by factors including fee compression, new product demand, stricter regulations and an ever-evolving economic climate.


News

Reminder: SRD II Implementing Regulation – in force from 3 September 2020




Avatar

The Shareholder Rights Directive’s Implementing Regulation 2018/1212 entry into force, is still scheduled for 3 September 2020, is approaching. No COVID-19 related postponement have been planned, hence possible impacts must be considered, both by issuers and by intermediaries.

Cloud outsourcing: ESMA consults on new guidelines






Avatar

On 3 June 2020, the European Securities and Markets Authority (ESMA) published a consultation paper on guidelines on outsourcing to cloud service providers (the “Guidelines”) as cloud solutions are commonly used by financial firms.

Sustainable finance: European Commission and European Central Bank consult on climate-related risks and a new strategy on adaptation to climate change

Avatar

On 20 May 2020, the European Central Bank (ECB) published for consultation purposes a draft guide outlining its expectations for banks to integrate climate and environmental risks into their operational strategies, governance, risk management and communications.

Webinars / Podcasts

How is Brexit affecting the asset management industry?

Avatar
  • . Brexit timeline from now: possible scenarios & next steps
  • . The Irish Market
  • . Impacts of Brexit on Fund Distribution
  • ...

Alternative funds

Avatar
  • . Luxembourg PE/RE operating and regulatory framework
  • . Fund manager trends
  • . Regulatory framework and structuring options
  • ...

AML/KYC

Avatar
  • . FATF visit in Luxembourg
  • . Innovative CDD solutions in Asset Management
  • . Luxembourg ML/TF sub-sector risk assessment of collective investment
  • ...

Key contacts

Vincent Gouverneur
Vincent Gouverneur Partner | EMEA Investment Management Leader vgouverneur@deloitte.lu
Simon Ramos
Simon Ramos Partner | IM Advisory & Consulting Leader siramos@deloitte.lu
Nicolas Hennebert Partner | IM Audit Industry Leader nhennebert@deloitte.lu
Eric Centi
Eric Centi Partner | Financial Services Tax ecenti@deloitte.lu
Did you find this useful?