PRESS RELEASE
25 May 2023

UCITS Benchmarks

AM
Arendt & Medernach

Contributor

About Arendt

Arendt combines the entire value chain of services dedicated to Asset Managers, Banks, Insurers, Public Institutions and Private Clients operating in Luxembourg.

-Legal & Tax
-Regulatory & Consulting
-Investor Services

Legal & Tax

We assist clients in structuring and running their business from a legal and tax standpoint across Luxembourg. Our teams directly serve international clients or work in close collaboration with foreign partner law firms.

Together with our regulatory consultants and investor services experts, we bridge the gap between legal/tax advice and its implementation. We deliver best-in-class services along our clients’ business life cycles.

The 450 legal experts of Arendt & Medernach have a wealth of experience in a wide variety of specialisations. Together, they are able to advise on a complete range of 15 complementary practice areas

The third webinar in the series will take place on 26 June, and is called "UCITS Benchmarks - Latest regulatory trends and developments...
Luxembourg

Latest regulatory trends and developments

Arendt Seminar

MONDAY

Jun 26, 2023

1:00 PM

To

MONDAY

Jun 26, 2023

2:00 PM

WHERE?

Online session

Register_

The third webinar in the series will take place on 26 June, and is called "UCITS Benchmarks - Latest regulatory trends and developments

Benchmarks continue to play an ever increasing role in the funds industry, not just due to the steadily increasing demand for ETFs or other tracker funds but also, to name a few examples, as comparison benchmarks, risk management tools or components of performance fee calculations in the actively managed funds space. Recently, this trend gained a whole new dimension with the vital role benchmarks with ESG components started to play in investment policies of ESG focussed fund products. Yet the gaps in the disclosures offered by administrators and information required in their own reporting by the fund managers is just one of the challenges facing the users of benchmarks. Moreover, with the deadline of 31 December this year also potentially marking the cut-off of new fund products from non-EU benchmarks not compliant with the EU Benchmarks Regulation, there is plenty to talk about in the benchmarks space.

In this third webinar in the series our experts will:

  • provide the latest insights into the proposed reform of the third country regime under the EU Benchmarks Regulation to enable continued access of EU fund managers to a wide variety of non-EU benchmarks;
  • examine the interplay of ESG and benchmarks regulatory frameworks and the associated challenges and existing solutions; and
  • discuss possible introduction of EU ESG benchmarks label.

Join us for the debate on the latest trends in benchmarks regulatory landscape and the market's answers to them and take part in the debate by asking our experts your own questions on the subject.

We look forward to driving our thought leadership forward with you!

Speakers:

Valérian de Jamblinne de Meux

Piotr Giemza-Popowski

Allison Norie

Arendt & Medernach SA

41A, Avenue JF Kennedy L-2082 Luxembourg info@arendt.com

T (352) 40 78 78 1

F (352) 40 78 04

Contributor

About Arendt

Arendt combines the entire value chain of services dedicated to Asset Managers, Banks, Insurers, Public Institutions and Private Clients operating in Luxembourg.

-Legal & Tax
-Regulatory & Consulting
-Investor Services

Legal & Tax

We assist clients in structuring and running their business from a legal and tax standpoint across Luxembourg. Our teams directly serve international clients or work in close collaboration with foreign partner law firms.

Together with our regulatory consultants and investor services experts, we bridge the gap between legal/tax advice and its implementation. We deliver best-in-class services along our clients’ business life cycles.

The 450 legal experts of Arendt & Medernach have a wealth of experience in a wide variety of specialisations. Together, they are able to advise on a complete range of 15 complementary practice areas

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