Irish funds and the Central Bank of Ireland (CBI) draft outsourcing guidance - 27 May 2021

The Asset Management & Investment Funds team and the Financial Regulatory Investigations team discuss some key points of the proposed outsourcing guidance for investment funds and investment firms.

Description: This audio update refers to outsourcing guidance for investment funds and investment firms.

SFDR and Investment Funds –  what's next? – 26 April 2021

The 10 March 2021 deadline has passed for compliance with the first phase of requirements under the Sustainable Finance Disclosures Regulation (SFDR). The deadline for compliance with the next phase of requirements is set for 1 January 2022. Listen to a summary of what to focus on next for SFDR from Ann Shiels, Knowledge Lawyer.

Description: This audio update refers to Sustainable Finance Disclosures Regulation (SFDR).

Beneficial ownership and Irish investment funds - 26 August 2020

Corporate entities started the filing process with the Irish registrar of beneficial ownership of companies in November 2019 and the Central Bank of Ireland has provided information about the filing process for ICAVs and unit trusts.  Listen to the key requirements from Nollaig Greene, Knowledge Lawyer. 

Description: This audio update refers beneficial ownership and Irish investment funds.

Cybersecurity: CBI expectations for funds and fund service providers - 20 August 2020

The Central Bank of Ireland has outlined its expectations around cybersecurity and implications for the Irish investment funds industry. Listen to an overview from Olga Ashe, Associate. 

Description: This audio update refers to cybersecurity; CBI expectations for funds and fund service providers.

UCITS & AIFMD Revisions: Draft Sustainability Directive and Regulation - 10 August 2020

Amendments to the UCITS and AIFMD legislative frameworks have been proposed on sustainability risks and sustainability factors to be taken into account for UCITS and AIFMs. Listen to an overview from Chris Bergin, Associate. 

Description: This audio update refers to the UCITS & AIFMD draft sustainability directive and regulations.

Undue costs - Pricing process for UCITS and AIFs - 12 June 2020

A written pricing process will need to be developed in respect of UCITS and AIFs if ESMA's proposal of 4 June 2020 is implemented by the Central Bank of Ireland. Listen to an overview from Kerill O'Shaughnessy, Partner. 

Description: This audio update refers to pricing process for UCITS and AIFs.

ESG and Investment Funds - ESA consultation on EU Disclosures Regulation - 28 May 2020

Draft regulatory technical standards on the content, methodologies and presentation of the sustainability‐related disclosures required under the EU Disclosures Regulation are included in the European Supervisory Authorities' consultation of 23 April 2020. Listen to an overview from Ann Shiels, Associate and Knowledge Lawyer.

Description: This audio update refers to ESG and Investment Funds - ESA consultation on EU Disclosures.

The EU Disclosures Regulation - 28 May 2020

The EU Disclosures Regulation outlines how the investment funds industry will need consider the information it discloses to investors in relation to sustainability and ESG. Listen to an overview from Laura Butler, Partner.

Description: This audio update refers to the EU disclosures regulation.

ESMA guidelines on performance fees in UCITS and certain types of AIFs - 6 May 2020

The European Securities and Markets Authority has published guidelines on performance fees in UCITS and certain types of AIFs which aim to harmonise EU supervisory practices.  Listen to an overview from Michael Barr, Partner.

 

Description: This audio update refers to the ESMA guidelines on performance fees in UCITS and certain types of AIFs.