Tech for more efficiency in the investment fund industry CategoriesPublicationsPosted on October 23, 2018December 11, 20180 comments on Tech for more efficiency in the investment fund industry For more efficient fund distribution and improved value added services, the fund industry must consider how to…
Comment les sociétés de gestion peuvent-elles aider les CGP à répondre efficacement à leurs devoirs de transparence ? CategoriesPublicationsPosted on September 25, 2018April 2, 20200 comments on Comment les sociétés de gestion peuvent-elles aider les CGP à répondre efficacement à leurs devoirs de transparence ? Depuis le tsunami réglementaire de ces dernières années, les conseillers en gestion de patrimoine (CGP) ont vu…
Embrace tech for efficiency CategoriesPublicationsPosted on July 10, 2018April 2, 20200 comments on Embrace tech for efficiency It is important to see regulators’ interventions in the funds industry as the key to progress on better invest…
Six months in: European PRIIPs Template insights and use CategoriesPublicationsPosted on June 27, 2018December 4, 20200 comments on Six months in: European PRIIPs Template insights and use How the fund industry is using and disseminating EPTs is a good example of the continuing need for operational…
Set an example on data CategoriesPublicationsPosted on June 20, 2018October 16, 20180 comments on Set an example on data Having reliable, verifiable and comparable data about investment fund products is at the heart of winning trus…
Streamline regulation CategoriesPublicationsPosted on September 7, 2017October 16, 20180 comments on Streamline regulation MiFID II and PRIIPs are looming. Due to come into force from January next year, these regulations will place g…
Here’s looking at you, Key Information Documents CategoriesPublicationsPosted on November 28, 2016December 4, 20200 comments on Here’s looking at you, Key Information Documents While PRIIPs could increase costs for fund managers, the real challenge is ensuring the clients are protected,…
Investment funds and PRIIPs regulation – action now? CategoriesPublicationsPosted on September 28, 2016July 17, 20180 comments on Investment funds and PRIIPs regulation – action now? Investment funds that power unit linked pension and life insurance products will need to be ready for PRIIPs b…
Do you want PRIIPs with that? CategoriesPublicationsPosted on August 28, 2016July 17, 20180 comments on Do you want PRIIPs with that? Seamless processes are necessary to ensure accuracy, reliability and consumer confidence when it comes to the …