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Corporate Governance Alternative Investment Fund Managers Directive (AIFMD) European Union

Goodwin

ESG and EU Fund Names: ESMA’s Final Guidelines

Goodwin on

On 14 May 2024, the European Securities and Markets Authority (ESMA) published its final guidelines ESMA34-472-440 Final Report on the Guidelines on funds names (europa.eu) on the use of ESG- or sustainability-related terms...more

Latham & Watkins LLP

ESMA Finalises Guidelines on Fund Names

Latham & Watkins LLP on

Guidelines indicate when asset managers may legitimately use ESG or sustainability-related terms in their fund names. On 14 May 2024, ESMA published its final Guidelines on funds’ names using ESG- or...more

Paul Hastings LLP

AIFMD Refresher: ESG & the Sustainable Finance Disclosure Regulation (“SFDR”)

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The AIFMD contains numerous ongoing obligations that apply to sponsors and funds long after fundraising has completed. As part of our AIFMD refresher series, this article summarises one of the key AIFMD ongoing requirements...more

Proskauer - Regulatory & Compliance

Deeper dive on the applicability of CSRD

As set out in our Proskauer Special Report “Primarily Non-financial corporate reporting for U.S. companies – where to start?”, it may be complex to determine the applicability of the EU’s Corporate Sustainability Reporting...more

Goodwin

EU Sustainable Finance Legislative Impact on Private Funds: Overview Guide - June 2023

Goodwin on

The Sustainable Finance Disclosure Regulation (SFDR) is a European regulation that has applied directly in the EU (and EEA countries) since March 2021. The aim of the SFDR is to provide harmonised disclosure requirements,...more

Goodwin

Horizon Scan for Private Investment Funds: Key Recent and Expected Funds, Regulatory and Tax Developments to Look Out For - May...

Goodwin on

Welcome to the second edition of our Horizon Scan, where we focus on some of the principal recent and expected developments and changes that we expect to be of interest to those in the non-listed funds sector. We have grouped...more

Paul Hastings LLP

Credit Funds: Riding the Sea of Change

Paul Hastings LLP on

We are delighted to bring this edition of Spotlight Magazine to you after the disruption of the past two years and the COVID-19 pandemic. There has been a sea of regulatory change that has evolved during this time, masked by...more

BCLP

ESMA reminds UK investment market of the MiFID II reverse solicitation rules

BCLP on

ESMA has issued a stark reminder that reverse solicitation, where it can be used, has to be carefully managed and documented, and is an area of regulatory scrutiny and focus. This short note also takes stock on the EU27...more

Proskauer Rose LLP

New ESG Requirements Impacting the Financial Services Industry

Proskauer Rose LLP on

In March 2021, a new European Union regime on sustainability-related disclosures in the financial sector will come into force. The Sustainable Finance Disclosure Regulation 2019/2088 (“SFDR”) contains rules regarding...more

A&O Shearman

ESG and SFDR regulatory developments for funds and asset managers

A&O Shearman on

The European Commission and other bodies continue to press ahead with an ambitious Environmental, Social and Governance (ESG) sustainability agenda, with a number of further initiatives in the pipeline. ...more

Akin Gump Strauss Hauer & Feld LLP

ESG: New Disclosure Rules for Investment Managers

1. New EU and UK disclosure requirements - The new disclosure requirements for investment managers and advisers with respect to their environmental, social and corporate governance (ESG) policies will apply in the European...more

A&O Shearman

New ESG changes to MiFID II, AIFMD and the UCITS Directive

A&O Shearman on

As a further step in the roll out of its green agenda, the European Commission is shortly expected to finalise certain ESG related changes to MiFID II, AIFMD and the UCITS Directive. These will contain various requirements,...more

Dechert LLP

The Central Bank’s CP86 Day of Reckoning – What You Need To Know

Dechert LLP on

For many in the Funds Industry, the issue on 20 October 2020 of the Central Bank of Ireland’s (the “Central Bank”) Industry Letter (the “Industry Letter”) relating to the Central Bank’s Thematic Review of Fund Management...more

BCLP

European Commission consults on AIFMD: the long list

BCLP on

The European Commission (the Commission) has published its long-awaited Consultation on AIFMD. It covers a range of subjects, under the broad headings of authorisation/scope, investor protection, international relations,...more

BCLP

Autumn Funds First Update

BCLP on

Welcome to our Funds First Update: a snapshot of some of the main developments and upcoming changes that we think will be of interest to fund managers, fund investors and to the funds sector as a whole. Despite the...more

Proskauer Rose LLP

European ESG Disclosure Requirements for Asset Managers

Proskauer Rose LLP on

A new European regime on sustainability-related disclosures in the financial sector will come into force from March 2021, after first being announced in 2018 during the European Commission’s Action Plan on Sustainable...more

Dechert LLP

ESG Snapshot: Overview of the ESG Driven Amendments to AIFMD and the UCITS Directive

Dechert LLP on

What is the law/regulation? As part of a number of regulatory initiatives being implemented in the European Union, under its action plan for financing sustainable growth, proposed amendments to AIFMD  and the UCITS Directive...more

Akin Gump Strauss Hauer & Feld LLP

What UK Authorized Firms Need to Know

In this episode recorded in late February, Akin Gump financial regulatory partners Helen Marshall and Ezra Zahabi, using Akin Gump’s recently published In Principle annual report as a springboard, discuss what U.K. authorized...more

Katten Muchin Rosenman LLP

Corporate & Financial Weekly Digest, Featuring Articles on the SEC's New Framework for Cryptocurrencies and Fresh Guidance From...

BROKER-DEALER - Nasdaq Proposes Rule Change to SEC to Assume Operational Responsibility for Certain Investigation and Enforcement Functions Currently Performed by FINRA - On April 3, the Securities and Exchange...more

BCLP

Spring Funds First Update

BCLP on

Welcome to our Funds First Update. Whilst a lot of focus at present is on Brexit and the uncertainties surrounding that process, there have been a great many other developments in the past few months that are of relevance to...more

Katten Muchin Rosenman LLP

Corporate & Financial Weekly Digest, Featuring Articles on EDGAR Hacking Scheme, AIFMD Operation, and FINRA Issues Regarding...

BROKER-DEALER - SEC and New Jersey US Attorney’s Office Bring Parallel Charges in EDGAR Hacking Scheme - On January 15, the Securities and Exchange Commission announced charges against nine defendants, alleging their...more

Pillsbury Winthrop Shaw Pittman LLP

Registered Firms: Annual Compliance Obligations—What You Need To Know

This alert contains a summary of the primary annual and periodic compliance-related obligations that may apply to investment advisers registered with the Securities and Exchange Commission (the “SEC”) or with a particular...more

Dechert LLP

Investment Funds Update - Europe: Legal and regulatory updates for the funds industry from the key asset management centres and...

Dechert LLP on

Tax: HMRC Publishes Filing Dates for New AIFM Mechanism for Partnership Deferred Remuneration Arrangements - The Finance Act 2014 introduced a provision intended to help partnerships (including LLPs) that are AIFM...more

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