Benchmark reform: the way into a new interest world
(Guest contribution for Zeitschrift für das gesamte Kreditwesen)
Apr 20, 2021
AAAccell/LPA and Swisscom partner to provide simplified access to investment risk analysis
AAAccell/LPA and Swisscom partner to provide simplified access to investment risk analysis
Apr 16, 2021
Increased transparency for PRIIPs KIDs: Holistic and automated reporting reduces costs and gives clients a more competitive edge
The regulatory dynamics on the capital market will remain high over the coming years. In 2022, following approval by the European Commission and the European Parliament, the new Regulatory Technical Standards (RTS) for Key Information Documents (KIDs) of Packaged Retail Investment and Insurance-based Products (PRIIPs) with a revised performance calculation and different methods for calculating transaction costs will come into force. At the same time, the second stage of the Sustainable Finance Disclosure Regulation (SFDR) will become effective with the required provision of pre-contractual and annual ESG documents. In order to meet all requirements and maintain a competitive edge in the dynamic regulatory environment despite increased reporting efforts, it is now time for asset managers and their service providers to holistically reconsider their data management and reporting.