News & Events

December 27, 2019

Sustainability‐related disclosures in the financial services sector

With its most recently published regulation EU 2019/2088 on sustainability‐related disclosures in the financial services sector, the EU aims to improve transparency on sustainability related risks and on the achievement of sustainable goals in the investment processes. This includes for instance the disclosure of likely impacts of sustainability risks on the returns of financial products in the pre-contractual documents. A framework of harmonized disclosure requirements should help investors to better understand sustainability-related aspects of financial products and to more easily compare them.

By this regulation, the Commission of the EU aims to support the achievement of the Sustainable Development Goals of the Agenda 2030 and to foster the transition to a low-carbon economy in accordance with the Paris 2015 agreement. It therefore covers a broad range of financial products like funds (UCITs and AIFs), Pension products and schemes and insurance related investment products. A specific focus lies on those which are promoted to improve specific environmental or social characteristics. Affected companies are therefore investment firms providing portfolio management, insurance companies offering insurance-based investment products and IORPs (Institutions for Occupational Retirement Provision).

On 29 December 2019, the Regulation will enter into force. A transition period of 15 months will follow. The regulation names 10 March 2021 as the date from which the new rules apply. In the course of 2020, technical regulatory standards are expected to be introduced to provide more clarity about the specific requirements. We at IDS will monitor all updates to these standards and keep you up to date.

December 20, 2019

ESMA publishes 2nd Annual Report on EMIR penalties and supervisory measures

On December 9th, the European Securities and Markets Authority (ESMA), the EU’s securities markets regulator, has published its second annual report regarding supervisory measures carried out and penalties imposed by national competent authorities (NCAs) under the European Market Infrastructure Regulation (EMIR).

Read the ESMA Press release

The ESMA Report

December 17, 2019

ESMA updates Q&As on AIFMD

On 4 December 2019 ESMA has updated the Q&As on the application of the Alternative Investment Fund Managers Directive (AIFMD). The Q&A provides clarification on reporting requirements on liquidity stress tests for closed-ended unleveraged Alternative Investment Fund (AIFs).


> Read the ESMA press release

> Read the ESMA Q&A

September 19, 2019

IDS at the BVI Asset Management Conference 2019

The BVI Asset Management Conference 2019 will take place:

  • on Tuesday, September 24 in Frankfurt
  • from 9:30 a.m. to 5:00 p.m.
  • at the Gesellschaftshaus im Palmengarten

Asset managers are particularly confronted with a multitude of regulatory requirements – PRIIPs, MiFID 2, IORP, CRR/CRD IV, VAG, Solvency II, IFRS 9, DCPT, FVPT, LGPA. Specialized stand-alone solutions increase time and effort to ensure data consistency, and efficiency benefits are lost.

Are you looking for a provider that can cover all common requirements from a single platform? Talk to our experts at booth #1 and learn how you can benefit from partnering with IDS to overcome the regulatory challenges and get rapid results, in time and at low cost.

More information about this event here (in German)

 

February 28, 2019

IDS at the ALFI European Asset Management Conference - Luxembourg, March 5-6th, 2019

Meet and talk to the IDS experts at booth #23 and learn how you can benefit from partnering with IDS to overcome the regulatory challenges and get rapid results, in time and at low cost.


> PRIIPs Service
> Transaction Cost Calculation
> more Reporting services


Please contact us, to arrange a meeting with the IDS experts at this conference.

> more information about this conference