Whitepapers

UK PRIIPS: Less is more?

On 25 March 2022, the FCA published the revised UK PRIIPs RTS. It marks the start of the UK PRIIPs Regime! Read all about it in our whitepaper.ll about it in our whitepaper.

Supply Chain: ESG Scores unravele

Adding supply chain data had a surprising effect on the reported ESG score of investment funds! Find out more in this white paper!

PRIIPS 2.0: The Countdown has begun

On 7 September 2021, the European Commission finally adopted a new version of the PRIIPs Regulatory Technical Standards (RTS). In this white paper we provide a general overview of the main changes.

UK PRIIPs: The FCA’s Sledge Hammer

The FCA released a consultation paper to seek views on proposed amendments to the UK PRIIPs disclosure regime. Read more in our white paper!

Boosting portfolio insights with graphs

The power of an entire supply chain mapping between different companies has a wide variety of business applications in asset management and finance. Read more in our whitepaper!

PRIIPs 2.0: Bye Bye Formulas?

Download our white paper on the revised PRIIP calculation methodology for performance scenarios. The ESAs propose the new methodology to apply as from 1 January 2023.

SFDR: The ESAS have listened, but their hands are tied

In this white-paper we discuss the main differences between the April 2020 Consultation Paper and the current RTS which will be presented to the Commission in the coming months. We also highlight several outstanding “pains” of the SFDR and its RTS.

PRIIPs: The 2021 Steeplechase

Some pressure never hurts and on Feb 5th, 2021, the new proposal drafted by the European Supervisory Authorities (ESAs) is available on ESMAs website. In this revised RTS, some items have been replaced, whereas others were amended and some new elements have been added. In this executive summary, we present the different changes that are to be implemented.

PRIIPs: Waiting for Godot

In July 2020, the ESAs informed the Commission on a new draft of the Regulatory Technical Standards (RTS) for PRIIPs. But the same EU regulators failed to endorse these technical standards. In this whitepaper we cover in detail what was on the drawing table (and what will probably come our way in the near future.

ESG: Climate Quants

A new type of quantitative analyst will be needed by financial institutions . We are going to observe the rise of “Climate Quants”.

ESG: This Time it’s Different

Following the Green Deal of the newly appointed European Commission, an avalanche of new rules and directives is coming your way.

PRIIPS: CHANGES AHEAD

The three European supervisory authorities (ESMA,EIOPA and EBA), published on October 16, 2019 a new consultation paper on PRIIPs. Based on the responses received on the previous consultation paper (2018), a whole range of new proposals were introduced.