PRIIP KIDs are a go: what happens now?
At last, it's happening. Two years since consultations started — and over three years since the PRIIP regulation came into [...]
Is SFDR simply recoloring old businesses with new names?
At the beginning of August 2021, the United Nations Intergovernmental Panel on Climate Change released a milestone assessment that drew [...]
5 ways your Asset Management firm will stay ahead of the game with AI and ML
Artificial Intelligence (AI) and Machine learning (ML) may seem both a distant and even scary prospect to some, straight out [...]
A good run of bad luck: what does asset managers’ 2020 performance tell us about the industry’s future?
It's the year most industries reached never-before-seen lows, the world economy suffered the worst downward spiral since World War II, [...]
The EC just published a finalised version of the PRIIPS KID
Asset Managers can now access a finalised version of the PRIIPS Key Information Document (KID), almost 2 years after the [...]
4 potential areas of financial regulatory reform to keep an eye on in the UK
In June this year, the UK Government published a report by the Taskforce on Innovation, Growth, and Regulatory Reform to [...]
Are you certain you’re fully complying with MiFID II?
Asset managers have been living with MiFID II for close to a decade. But while that might seem like it's more [...]
A new EU directive will come into effect in August 2021. Here is what this will mean…
The EU Directive and Regulation, known as the “CBDF package”, or “the EU cross-border distribution of collective investment undertakings legislative [...]
Some UK firms may have to comply with the UK and EU climate-rules in parallel.
After much anticipation, the FCA published its consultation (CP21/17) on climate-related financial disclosures and rules for UK asset managers [...]
FCA gave UK non-complying asset managers up to 18 months to meet the reporting standards of their annual fees assessments
At the beginning of the year, the FCA reported that, of the 145 money managers in the UK, almost half [...]
UK to extend the UCITS exemption by five years
At the beginning of June, HM Treasury confirmed in a press release that UCITS (Undertakings for the Collective Investment in [...]
Introducing: The zero-effort way to prepare for SFDR
While sustainable investing isn't a new idea — the first sustainable investment fund, Pax World, launched in 1971 — [...]
What you need to know about ESMA’s new marketing communication requirements
At the end of May 2021, the European Securities and Markets Authority (ESMA), the EU’s securities regulator, set out [...]
How ready is the European asset management industry for SFDR and ESG?
The first stage of the European Union’s (EU) Sustainable Finance Disclosure Regulation (SFDR) came into effect on 10th March [...]
Fundipedia is recognised on the WealthTech100 list by FinTech Global
We are delighted to announce that Fundipedia has been chosen to be a part of the third annual WEALTHTECH100 [...]
Meet our new implementation associates
We are happy to announce our new implementation associates Sarah Bliss and Edward Dunkley. Once a year we select [...]
How to take the pain out of third party reporting
You'd think standardisation would make reporting easier. But the EMT, EPT, and all the other regulatory reporting requirements you have [...]
2021 asset management regulatory matters from the Investment Association
John Allan, Senior Operations Specialist from the Investment Association, recently joined our Fundipedia quarterly User Group meeting to provide the [...]