Tag: UCITS

The European Securities and Markets Authority (ESMA) recently revealed that ESG-related fund names have a measurable influence on investor behaviour. According to its latest research,...

Navigating cross-border fund distribution requires constant vigilance, especially as regulatory landscapes continue to shift. In May 2025, a series of significant updates have been introduced to help fund managers, compliance officers and legal professionals stay compliant across key jurisdictions.

With Regulation (EU) 2019/2088 on sustainability‐related disclosures in the financial services sector (SFDR) now firmly embedded in industry practices, asset managers are once again...

The European Securities and Markets Authority (ESMA), the EU’s financial markets regulator and supervisor, has released its annual risk assessment focused on leveraged alternative investment funds (AIFs), alongside its first analysis of risks linked to UCITS funds using the absolute Value-at-Risk (VaR) approach.

The European Securities and Markets Authority (ESMA), a pivotal regulator and supervisor within the EU, has launched a public consultation on draft guidelines and technical standards pertaining to the revised Alternative Investment Fund Managers Directive (AIFMD) and the Undertakings for Collective Investment in Transferable Securities (UCITS) Directive.

The European Securities and Markets Authority (ESMA) is asking the public to chip in about how the guidelines regarding undertakings for collective investments in transferable securities (UCITS) should look like.

Broadridge Financial Services has enhanced its Performance Reporting platform by partnering with StatPro.