Thought leadership and insights for asset managers

Whilst the global financial crisis may have receded, the asset management industry continues to assimilate significant regulatory change – Brexit, AIFMD review, FCA Asset Management Market Study – to name but a few.

We have developed ‘Asset management regulation hub’ as part of our NRF Institute to help asset managers stay up to date on regulatory developments as they happen. As well as the latest information on asset management regulation, the hub provides access to dedicated resources focusing on AIFMD and UCITS.

AIFMD Insight

The Alternative Investment Fund Managers’ Directive is the EU regulatory framework for alternative investment fund managers (AIFMs), including managers of hedge funds, private equity funds and investment funds. AIFMD Insight includes:

  • Legislation tracker containing links to the EU level 1, level 2 and level 3 materials and the papers that the UK regulators have published
  • AIFMD annual surveys covering 15 EU jurisdictions
  • Passports for non-EU AIFs and AIFMs
  • Asset management updater series
  • Omnibus proposals
  • Brexit and deregulation

UCITS Insight

Undertakings for Collective Investment in Transferable Securities is the main EU legislative framework covering the regulation and cross border marketing of collective investment schemes that are suitable for retail investors. UCITS Insight provides analysis into the UCITS regime and includes:

  • UCITS timeline
  • Relevant papers: ESMA, European Commission, Council of the EU and the UK
  • Passport and marketing
  • Establishing a UCITS fund and cross-border marketing in the EU
  • Omnibus proposals
  • Brexit and deregulation

ESG Insight

In March 2018, the European Commission launched its ‘Action Plan on Financing Sustainable Growth.’ This EU initiative reflects a growing global focus on sustainable finance and the increasing need for financial market participants to consider environmental, social and governance (ESG) factors within their investment strategies. ESG Insight provides tools to help you understand and monitor developments in ESG through:

  • Analysis of key UK and EU regulatory developments
  • A library of crucial UK, EU and international ESG papers
  • Regular high-level updates on activities in the ESG sector
  • Insights into the EU Action Plan on sustainable finance
  • A bespoke ESG video series
  • Perspectives from the global stage

Register for the hub

To request access to ‘Asset management regulation hub’, please register to join NRF Institute.

Registration indicates acceptance of the terms and conditions which include important information about how our product will be delivered.

Members of NRF Institute can access a range of premium content including knowledge hubs and cross-border guides.



Contact

Simon Lovegrove
Simon Lovegrove
Global Director of Financial Services Knowledge, Innovation and Product
Email
simon.lovegrove@nortonrosefulbright.com
T: +44 20 7444 3110

Practice area:

Recent publications

Environmental-law-trees-green

Publication

EU scales up green subsidies: How to benefit from support for clean investments

On March 9, 2023, the European Commission (EC) adopted changes to its State aid framework to support its “Green Deal Industrial Plan for the Net-Zero Age” (the Net Zero Plan) presented in February 2023. The Net Zero Plan is part of the European Green Deal, which aims to make Europe the world’s first climate-neutral continent by 2050.

Global | September 29, 2023

Climate change and sustainability

Publication

EU Taxonomy Regulation and aviation: A transition to sustainability

On 5 April 2023 the long-awaited draft amendment to Delegated Act EU 2021/2139 including draft technical screening criteria in Annex 1 (the Draft Delegated Act) was published by the European Commission heralding the inclusion of aviation as a transitional activity within the EU Taxonomy Regulation. Following consultation, the draft was then updated on 13 June 2023 and published as part of the European Commission’s sustainable finance framework.

Global | September 29, 2023

Aviation
Two-offshore-workers-on-the-top-of-the-windmill-wind-farm

Publication

Global offshore wind: Key markets and prospects

Global offshore wind investment faces a period of immense tremendous, but also immense challenges.

Global | September 27, 2023

Energy, infrastructure and resources
Site search

Subscribe and stay up to date with the latest legal news, information and events . . .

Register now