Look-through is a simple concept that requires considerable effort from fund managers and sponsors, which is why we have had suggestions recently about relaxing the requirement in Solvency II, the rules where this issue first came to prominence. Nonetheless, a lot has been achieved by the industry in terms of adopting standards and processes that…

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Some alternative managers have pro-actively adapted their business strategy and practices to minimise exposure to the emergence of heavyweight regulations such as MiFID II. However, it is not always desirable or easy to segment your business this way. With the introduction of Solvency II, we saw that the intended target of the regulation (insurers) is…

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There is no point in having a standard way of showing costs and prices in a marketplace if those standards aren’t clear, robust and transparent enough to produce figures that can be fairly compared against each other – that’s the predicament for the investment industry in the early stages of MiFID II. Thus far there…

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The great stampede is underway, the headlong rush of asset management firms to get their EPT (PRIIPs) and EMT (MiFID II) templates into the data exchange marketplace is well and truly underway. Much like the great wildebeest migrations on the plains of Africa, there are unfortunately more than one water buffalo looking forlornly across the…

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Asset managers may miss the deadlines of their insurance and wealth management partners for MiFID II and PRIIPs data delivery as they’re too focused on the end of year regulatory starting point and ignoring full preparation time, according to panellists and contributors at Silverfinch’s recent conference. The majority of asset managers are collating their data…

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