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Dec 10, 2024 | 
williamfry.com | Ashley Hennessy |Nessa Joyce
Welcome to the December 2024 edition of our Asset Management & Investment Funds Update. In this month’s edition we look at:Dates & Deadlines: Q4 2024 / Q1 2025Stay ahead of upcoming deadlines and key dates with our legal & regulatory tracker. CBI ETF review –actions requiredThe CBI publishes an industry communication on the outcomes of its ETF Review, setting out its expectations on fund management companies’ governance of authorised participants and market makers.
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Nov 20, 2024 | 
williamfry.com | Ashley Hennessy |Nessa Joyce
Welcome to the November 2024 edition of our Asset Management & Investment Funds Update. In this month’s edition we look at:Dates & Deadlines: Q4 2024 / Q1 2025Stay ahead of upcoming deadlines and key dates with our legal & regulatory tracker. ETF UpdatesCBI Deputy Governor’s speech on ETFs signposts an industry communication on the CBI ETF Review and the permitted establishment of UCITS ETF share classes in funds.
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Oct 21, 2024 | 
williamfry.com | Ashely Hennessy |Nessa Joyce
Welcome to the October 2024 edition of our Asset Management & Investment Funds Update. In this month’s edition we look at:Dates & Deadlines: Q3/4 2024Stay ahead of upcoming deadlines and key dates with our legal & regulatory tracker. Irish Funds Quarterly Meeting with the Central Bank of IrelandTopics discussed include the daily investment funds return reporting, applications for open-ended ELTIFs commencing, and the upcoming data collection exercise on undue costs and charges.
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Oct 21, 2024 | 
lexology.com | Nessa Joyce |Patricia Taylor
Find out more about Lexology or get in touch by visiting our About page. RegisterTo view this article you need a PDF viewer such as Adobe Reader. If you can't read this PDF, you can view its text here. Go back to the PDF. European Union, Ireland, United KingdomOctober 21 2024Key Dates & Deadlines: Q3/4 2024 The following are key dates and deadlines in Q3/4 2024 along with possible impacts and action items arising for fund managers.
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Sep 5, 2024 | 
williamfry.com | Ashely Hennessy |Nessa Joyce |Patricia Taylor
Welcome to the September 2024 edition of our Asset Management & Investment Funds Update. In this month’s edition we look at:Dates & Deadlines: Q3/4 2024Stay ahead of upcoming deadlines and key dates with our legal & regulatory tracker. Effective dates for Guidelines on funds’ names using ESG and sustainability related terms confirmedESMA Guidelines to apply from 21 November 2024 for new funds and to apply from 21 May 2025 for existing funds.
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Sep 5, 2024 | 
lexology.com | Nessa Joyce |Patricia Taylor
In this month’s edition we look at:Dates & Deadlines: Q3/4 2024 Stay ahead of upcoming deadlines and key dates with our legal & regulatory tracker. Effective dates for Guidelines on funds’ names using ESG and sustainability related terms confirmed ESMA Guidelines to apply from 21 November 2024 for new funds and to apply from 21 May 2025 for existing funds.
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Aug 16, 2024 | 
williamfry.com | Ashely Hennessy |Nessa Joyce |Patricia Taylor
Welcome to the August 2024 edition of our Asset Management & Investment Funds Update. In this month’s edition we look at:Dates & Deadlines: Q3/4 2024Stay ahead of upcoming deadlines and key dates with our legal & regulatory tracker. ESMA’s Sustainable Finance Wish ListFive key recommendations for improving the EU sustainable finance framework. New SFDR Q&A PublishedLatest Level 3 SFDR Guidance from the ESAs on SFDR scope, PAI and financial product disclosures.
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Jul 25, 2024 | 
williamfry.com | Cassandra Byrne |Nessa Joyce
Despite the inevitable lull in EU policy making following recent elections, there has been no similar let up in sustainability-related missives from EU regulators. Over the last 10 weeks or so, the ESAs have published a joint Final Report on Greenwashing, a Joint Opinion with recommendations on SFDR amendments, an EIOPA Opinion on sustainability claims and greenwashing and an ESMA Final Report on Guidelines for Funds’ Names with ESG or sustainable terms.
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Jul 25, 2024 | 
lexology.com | Nessa Joyce |Vincent Coyne
Despite the inevitable lull in EU policy making following recent elections, there has been no similar let up in sustainability-related missives from EU regulators. Over the last 10 weeks or so, the ESAs have published a joint Final Report on Greenwashing, a Joint Opinion with recommendations on SFDR amendments, an EIOPA Opinion on sustainability claims and greenwashing and an ESMA Final Report on Guidelines for Funds’ Names with ESG or sustainable terms.
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Jul 14, 2024 | 
mondaq.com | Patricia Taylor |Nessa Joyce
The following are key dates and deadlines in Q2/Q3 2024 along
with possible impacts and action items arising for fund
managers.
On 29 May 2024, ESMA published a statement in relation
"pre-close calls" and good practices. "Pre-close
calls" are communication sessions between an issuer and an
analyst or group of analysts who generate research, forecasts, and
recommendations related to the issuer's financial instruments
for their clients.
