Frankfurt wins bid for the new International Sustainability Standards Board

Frankfurt wins bid for the new International Sustainability Standards Board
One of the ISSB's tasks will be the standardisation of sustainability reporting. This may make it easier certainly more cost-effective for fund managers to gather sustainability criteria via data vendors or even directly and to identify investment opportunities in the future.

However, the mapping of portfolios with available ESG data and the creation of a data set (the so-called European ESG Template - EET) to exchange the information with distributors and funds of funds will remain crucial; not only for Art. 8 or 9 funds (in the UK transitioning, aligned and impact funds), but also for Art. 6 or "Responsible" portfolios, if invested in. This is very often the case and means that many Art. 6 funds have to create an EET dataset, as ESG data has to be collected and reported on the entire Art. 8 and 9 portfolio. 

LPA supports asset managers banks and insurance companies, their service providers and administrators with innovative, innovative software for data management, monitoring of sustainable assets and regulatory reporting. Our reporting software and managed services ensure full compliance with the UK SDR and EU SFDR regulations. And most importantly, potential investors receive transparent and accurate information. 

And most importantly, investment managers and potential investors receive transparent and accurate information via a central dashboard and comprehensive reporting. 

 
We are happy to advise you on the details.  Learn more here 
 
Gerhard Jovy

Founder and CEO at acarda, part of LPA

Michael Gouverneur joins as new sales lead for Capmatix Contract Navigator

LPA expands Capmatix team with new hire Michael Gouverneur joins as new sales lead for Capmatix Contract Navigator

FCA makes version changes to AIFMD Annex IV reports

Following the UK's withdrawal from the EU, the FCA makes changes to the AIFMD Annex IV reports and published a new AIFMD report version 2 which will be effective to all reports with reporting period end 30 June 2022 and later.

Regulators heavy controls on the AIFMD Annex IV reports, what should asset managers do?

The French regulator AMF plans to apply most ever tight controls on the AIFMD Annex IV reports. Based on a consultation paper from the AMF in January 2022, the regulator plans to reinforce the controls of the completeness and consistency of the Annex IV reports. 12 reporting fields that were previously optional will be mandatory; 19 additional consistency checks will be applied by the regulator automatically. Unqualified reports will be rejected by the regulator directly. As a consequence of the consultation, AIFMs reporting to AMF will have to pay special attention to their reporting content and ensure that they are compliant to the new requirements outlined by the AMF. The new requirements from the French regulator will fully enter into force from 1st July onwards.

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