Luxembourg: Investment Strategy

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Welcome to the Mondaq Strategy homepage, here you will find thought leadership articles, podcasts, videos and webinars providing insights covering topics such as Economic Analysis, Government Policy, Public Finance, Investment Strategy, Management and Industry Updates and Analysis.

Newsflash | Final ESMA Regulatory Technical Standards On Open-ended Loan-originating AIFs

On 26 March 2024, Directive (EU) 2024/927 — amending Directive 2011/61/EU (the AIFMD) and Directive 2009/65/EC (the UCITSD) — was published in the Official Journal of the European Union...

Luxembourg Finance

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CMS Luxembourg

ELTIF Snippet Series #5 US Fund Managers: What You Can (And Cannot) Invest In

The most common route for U.S. fund managers (USFMs) to raise capital from EU HNWIs is to establish a fund under the Luxembourg Part 2 UCI regime, optionally with an ELTIF label to notably benefit from the repute of this label, as well as from an EU marketing passport for retail investors

Luxembourg Commercial

LL

Loyens & Loeff

ELTIF Snippet Series #1 US Fund Managers – ELTIF As A Gateway To Capital From EU HNWI

US fund managers (USFM) have traditionally focused on large institutional investors. To onboard EU institutions, USFM often rely on a Luxembourg-based investor-facing access...

Luxembourg Finance

LL

Loyens & Loeff

CBRE Investment Management And ABP Announce €1 Billion Investment Strategy In Dutch Residential Market

We had the privilege of advising CBRE as legal, tax, and regulatory counsel on the structuring and establishment of a landmark...

Luxembourg Finance

LL

Loyens & Loeff

Update From Our Partner Firm Elvinger US: Pre-Marketing In The EU—Key Considerations For U.S. Fund Managers Raising EU Capital

Luxembourg Finance

EH

ELVINGER HOSS PRUSSEN, société anonyme

Evergreen Funds, Investment To Redefine Growth (Video)

Luxembourg Strategy

LL

Loyens & Loeff

Newsflash | New CSSF E-identification Procedure Replacing The Visa Stamp Procedure

Luxembourg Finance

CL

CMS Luxembourg

ESG Regulations In 2025: Key Changes And What To Expect For Fund Managers

Luxembourg Finance

LL

Loyens & Loeff

A Strategic European Investment Fund Hub

Luxembourg Finance

LL

Loyens & Loeff

Was Your SIF Set Up Before 2016? Consider A RAIF Conversion While Evaluating The Benefits Of Maintaining A SIF

Luxembourg Finance

GP

Goodwin Procter LLP

ESMA Publishes Q&As On The Application Of The Guidelines On Funds' Names

Luxembourg Finance

AM

Arendt & Medernach

US Investment Firms And The Grand Duchy, A Love Affair

Luxembourg Strategy

LL

Loyens & Loeff

CSSF Circular 24/863: Integration Of ESMA Guidelines On ESG Fund Naming Practices

Luxembourg Strategy

CS

Chevalier & Sciales

Update On ELTIF Authorization: Enhanced Questionnaire Following New EU Regulations

Luxembourg Finance

CS

Chevalier & Sciales

The European Commission Publishes Draft Guidance For Serious AI Incidents Under The EU AI Act

European Union Technology

AO

A&O Shearman

Reverse Hybrid Mismatches: Is The CIV Carve-out Finally Decoded?

AO

A&O Shearman

Cross-border Fund Structuring: Italian Focus (Video)

Luxembourg Real Estate

AM

Arendt & Medernach

Real Estate Investment In Luxembourg (Video)

Luxembourg Real Estate

AM

Arendt & Medernach

ATOZ Insights - October 2025

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ATOZ

Updates On The ELTIF 2.0 Regime And Regulatory Developments

The redesigned European Long-Term Investment Funds ("ELTIF") framework, commonly referred to as ‘ELTIF 2.0,' represents a significant step forward in the EU's efforts to facilitate long-term investments.

European Union Finance

CS

Chevalier & Sciales

Funds And Investment Management Update Ireland And Luxembourg Q3 2024

This quarter's highlights include an update on the Central Bank's review of the fitness and probity regime, the new filing obligations with the Luxembourg RCS, Digital Operational Resilience Act developments.

Worldwide Strategy

MG

Maples Group

ELTIF 2.0 Regulatory Technical Standards Finally Published

The long-awaited ELTIF RTS supplement the revised ELTIF 2.0 regime and will specify in particular the requirements for an ELTIF's redemption policy and liquidity management tools.

European Union Finance

AM

Arendt & Medernach

AIFMD II – Liquidity Management Tools For Open-Ended AIFs

In its review of Directive 2011/61/EU (AIFMD), the EU Commission concluded that there is a need to facilitate the use of liquidity management tools (LMTs) across the Union.

European Union Finance

LL

Loyens & Loeff

Investment Funds / ESG News: ESMA Publishes Guidelines On Fund Names

Luxembourg Finance

Vandenbulke

Liquidity Management Tools: New Rules For Open-Ended Alternative Investment Funds

Luxembourg Finance

Vandenbulke

ESMA: How To Name Your ESG Investment Fund

Luxembourg Finance

Vandenbulke

AIFMD 2.0 – Chance oder Risiko für Luxemburg?

Luxembourg Finance

Vandenbulke

RTS Expected To "Positively Impact Investments" In ELTIFs

Luxembourg Finance

LL

Loyens & Loeff

New ESAs Joint Q&A On The Practical Application Of The SFDR And ESMA Opinion On The Sustainable Finance Regulatory Framework

European Union Finance

AM

Arendt & Medernach

ESAs Release Final Drafts On DORA: Advancing ICT Risk Management For EU Financial Entities

European Union Strategy

CS

Chevalier & Sciales

US Fund Managers Launching A Fund In Luxembourg, With Or Without A RAIF Wrapper? – New York Office Snippet

Luxembourg Finance

LL

Loyens & Loeff

The Final ELTIF 2.0 RTS On Liquidity And LMTs Are Out!

Luxembourg Finance

LL

Loyens & Loeff

Market Abuse Regulation (MAR): Ensuring Fair And Transparent Markets

Luxembourg Strategy

CL

CMS Luxembourg

ESAs Release Final Drafts On DORA: Advancing ICT Risk Management For EU Financial Entities

On 17th January 2024, ESAs published their first set of final drafts of RTS under the Regulation (EU) 2022/2554 on Digital Operational Resilience for the Financial Sector of 14 December 2022 (also known as Digital Operational Resilience Act).

European Union Strategy

CS

Chevalier & Sciales

US Fund Managers Launching A Fund In Luxembourg, With Or Without A RAIF Wrapper? – New York Office Snippet

Loyens & Loeff New York regularly posts ‘Snippets' on a range of EU tax and legal topics.

Luxembourg Finance

LL

Loyens & Loeff

The Final ELTIF 2.0 RTS On Liquidity And LMTs Are Out!

On 19 July 2024, the European Commission ("EC") published the final version of the regulatory technical standards ("RTS") with respect to Regulation (EU) 2015/760, as amended ("ELTIF 2.0")...

Luxembourg Finance

LL

Loyens & Loeff

Market Abuse Regulation (MAR): Ensuring Fair And Transparent Markets

Market Abuse Regulation (MAR) represents a comprehensive framework established by the European Union to prevent inter alia market manipulation...

Luxembourg Strategy

CL

CMS Luxembourg

AIFMD II: A Consecration For Debt Funds

Luxembourg Finance

EH

ELVINGER HOSS PRUSSEN, société anonyme

ELTIF 2.0: Revised RTS Amendments Issued By ESMA

The European Securities and Markets Authority (ESMA) has responded to the European Commission (the Commission) request for amendments to the draft Regulatory...

Luxembourg Strategy

CL

CMS Luxembourg

ELTIF 2.0 RTS: Focus On Liquidity - ESMA Proposes Further Changes To EC Amendments

ESMA has responded to the EU Commission's March 2024 proposed amendments to the ELTIF 2.0 RTS.

European Union Finance

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Dechert

WEBINAR REPLAY | Introduction To Liquidity Management For Investment Funds (Video)

In this 30-min webinar, our CMS experts: Aurélien Hollard and Benjamin Bada unravel the complexities of liquidity management applicable to investment funds.

Luxembourg Finance

CL

CMS Luxembourg

Reform Of Circular 02/77 On NAV Calculation Errors And Investment Breaches

On 29 March 2024, the Luxembourg Commission de Surveillance du Secteur Financier (CSSF) published its long-awaited Circular 24/856 (the Circular) on investor protection...

Luxembourg Finance

CL

CMS Luxembourg

ELTIF 2.0 - A Welcome Communication On The Draft RTS From The European Commission

MG

Maples Group

Alternative Investment Fund Managers Directive II Voted By The European Parliament

European Union Finance

BM

Baker McKenzie

LP-Led Secondaries: Trends, Opportunities And Key Considerations

Luxembourg Finance

DLA Piper

New CSSF Circular On NAV Calculation Error And Other Breaches

European Union Finance

MG

Maples Group

AIFMD II Is Out

Luxembourg Strategy

EH

ELVINGER HOSS PRUSSEN, société anonyme

European Commission Proposes ELTIF RTS Amendments

European Union Strategy

O

Ogier

Proposed Amendments To ELTIF 2.0 Draft Technical Standards Mitigate The Challenges

European Union Strategy

AM

Arendt & Medernach

Luxembourg Collective Investment Vehicles In A Nutshell - Update February 2024

Luxembourg Strategy

EH

ELVINGER HOSS PRUSSEN, société anonyme

Understanding AIFMD II: Loan Origination

European Union Strategy

O

Ogier

Crack Down On Fund Mislabelling: New ESG Fund Name Guidelines On The Horizon

European Union Strategy

NR

Norton Rose Fulbright

The Regulatory Landscape In The ESG Field: What Should We Expect In 2024?

Luxembourg Environment

LL

Loyens & Loeff

What Do The Proposed ELTIF 2.0 RTS Mean For (Open-Ended) ELTIFs?

European Union Finance

LL

Loyens & Loeff

US Fund Managers Using A Luxembourg Host AIFM: Any Impact On The Investment Process? – New York Office Snippet

Worldwide Strategy

LL

Loyens & Loeff

ELTIF 2.0 Now Applicable! What Does It Mean In Practice?

European Union Finance

LL

Loyens & Loeff

EU Retail Investment Strategy

Luxembourg Strategy

CL

CMS Luxembourg

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Latest Videos

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Reflect Festival 2024 – Pushing Boundaries In Tech And Innovation For A Sustainable Tomorrow! (Video)

EN

Elias Neocleous & Co LLC

Benchmarks Regulation Amendments (Video)

AM

Arendt & Medernach

Prendre Le Pouls Des Investisseurs Institutionnels (Video Content)

KL

KPMG Luxembourg

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