Autumn 2021 Newsletter

Welcome to the latest edition of our newsletter. We welcome involvement from our member firms and if you have any feedback or are interested in contributing an article or idea, please contact us at newsletter@irishfunds.ie.

This document is for informational purposes only and it is recommended that professional advice is sought if conducting business in Ireland.

Delivering Innovation into the TA world

Delivering Innovation into the TA world

Henning Swabey, (Calastone) explains how transfer agency is the funds industry’s engine room, playing a key role in connecting the industry together, but cost and innovation pressure from asset managers and investors is forcing transfer agents to adapt quickly. Could this leave slow starters out in the cold?

Read More
Conversion from Mutual Funds to ETFs

Conversion from Mutual Funds to ETFs

Deirdre McIlvenna and Niamh O'Shea (Maples Group) share their insights into the emerging trend of converting a mutual fund into an ETF and the necessary considerations and steps involved.

Read More
Money Market Fund Reform

Money Market Fund Reform

Barry O’Connor (Matheson) considers whether the proposed reforms to MMF regulation are an overreaction to the March 2020 market events.

Read More
CP138 in a Nutshell

CP138 in a Nutshell

Marcos Zubrzycki (PwC) provides a brief overview of CP138 with an emphasis on fund distributors as critical outsourced service providers (OSPs) and includes the top 10 questions fund and manco board members should ask at their next board meeting in relation to the oversight of fund distributors and sub-distributors arrangements.

Read More
Principal Adverse Impacts Reporting

Principal Adverse Impacts Reporting

In order to assist managers in their preparations, Irish Funds has issued a new publication – “Principal Adverse Impacts Reporting – practical insights for the next stage of SFDR implementation”.

Read More
European Commission SFDR Q&A Published

European Commission SFDR Q&A Published

Nessa Joyce (William Fry) summarises the clarifications provided in the European Commission Q&A and highlights potential impacts and action items for those in scope of SFDR. Relevant further points of clarification as requested by EFAMA are also highlighted.

Read More
Enhancing Cross Border Distribution

Enhancing Cross Border Distribution

Gayle Bowen and Helena Dalton (Pinsent Masons) investigate the new EU regulations, which aim to make it easier, faster and less expensive for managers to sell funds across the EU which came into effect from 2 August of this year.

Read More
Why LPs want to invest in an Irish ILP

Why LPs want to invest in an Irish ILP

Aongus McCarthy, (DLA Piper) highlights the top 5 reasons why limited partners want to invest in Ireland's recently amended Investment Limited Partnership.

Read More
Evolving Private Assets Valuation

Evolving Private Assets Valuation

Niall Cribben (Duff & Phelps, A Kroll Business) outlines the challenges and changes occurring in the Private Asset Valuation landscape.

Read More
Coming Clean on Greenwashing

Coming Clean on Greenwashing

Darren Woods (KBC Asset Management) discusses mandatory reporting of standardised ESG data set to weed out false green claims from investments,.

Read More
Democratising Common Contractual Funds

Democratising Common Contractual Funds

Hayden Reinders (Prescient Fund Services) examines the CCF and how it enables pensioners and other beneficiaries of tax-exempt institutional investors to achieve the same tax benefits as the world’s largest investors and allows mid-sized managers to compete for tax-exempt fund mandates.

Read More
Funds Professional Qualifications

Funds Professional Qualifications

Anna Fenston (Irish Funds) shares her experience studying on the IOB's International Investment Fund Services Programme.

Read More
Irish Funds Member Update

Irish Funds Member Update

Read about our new members, our involvement in this year's Focus Ireland Sleep Out, the results of our Council elections, recent Irish Funds publications and upcoming webinars and events.

Read More
Irish Funds Member Portal Access
If you have already registered for the Irish Funds Member Portal, you can continue below. To avoid seeing this notification again, tick the box below.
Continue to Portal
Do You Need Access?

As an Irish Funds member you can access key Industry documents and resources

Register Now