Spring 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.

Advantages to Climate Risk Management

Johnny Mattimore (First Derivatives) outlines how firms can gain a competitive advantage through Climate Risk Management.

ILP - Financial Reporting Considerations

Jennifer Fitzpatrick (KPMG) examines some of the key financial reporting considerations for ILPs including financial reporting frameworks available, topical accounting matters and regulatory requirements.

Asset Servicing and Digital Assets

Wayne Hughes (BNP Paribas Securities Services) discusses how asset managers and asset owners are looking for new sources of alpha, pushing some to assess the benefits of digital assets, such as tokenised securities.

Key SFDR Considerations for Managers

Lesley Bell and Deirdre Timmons (PwC) look at the next steps for implementation and monitoring following the SFDR 10th March deadline for disclosures.

Adjusting to Life After Brexit

Sean Tuffy (Citi Securities Services) highlights a few key items that the asset management industry will have to tackle navigating the new normal of a post-Brexit world.

Security Breaches and Cyber Fraud

Laura Goonan (Dillon Eustace) shares practical advice should your asset management firm and/or fund be subject to an illegitimate cloning of your identity.

The Anatomy of AML

Michael Harris (LexisNexis Risk Solutions) gives an overview on what to look for and how to improve AML controls.

Passive Funds Gain Momentum

Edward Glyn (Calastone) outlines that index trackers are demonstrably winning the battle for new capital against active fund managers, although inflows into ESG funds are seemingly keeping the industry afloat.

The Crypto asset class and Irish funds

Anthony Gaskin (Matheson) examines recent global product and regulatory developments for crypto-asset funds and managers and looks at what that could mean for Irish funds seeking to take exposure to crypto-assets in the future.

Global ETF Market Continues Rapid Growth

Fearghal Woods (JP Morgan) outlines how the global ETF industry has continued to grow, outpacing the growth rates in the mutual fund industry.

Differences: UCITS KIID vs. PRIIPs KID

Colm Carey (DFIN) compares and contrasts the key differences between UCITS KIID and PRIIPs KID and the interdependencies with the EPT.

Introducing: The Green Team Network

The Green Team Network (winner of Irish Funds Grant Thornton Sustainathon 2020) announces its recent launch and outlines its plans for bringing the Irish Funds industry together to amplify its impact on combatting climate change.

Covid-19 and real estate investments

RBC Investor & Treasury Services explores why institutional investors are optimistic about the potential opportunities available for real estate funds in the post Covid-19 economic recovery.

Irish Funds Spring Update

Anna Fenston (Irish Funds) gives an update on association activities and the upcoming Annual Conference Online.