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Marketing Funds into the EU: Exploring five strategic options

11th June 2024

When considering marketing funds into the European Union (EU), fund managers have several strategic options at their disposal. Each of these options comes with its own set of regulatory requirements, benefits, and potential drawbacks. In this article, we will explore five key strategies that fund managers can consider to successfully navigate the EU market.

Insider perspective on Commission Management 

23rd February 2024

Investment advisors play a vital role in guiding investors towards suitable investment funds and allocations. For this important function they often are paid a commission, also known as trailer fee or retrocession, by the asset manager. And since this remuneration forms a relevant part of the advisor’s revenue, it is key for the product provider to have commission calculation and related payments efficiently set up. 

Insider perspective on how fund data management impacts fund distribution

8th February 2024

More than 25 years ago, when I started in the financial services industry, it was enough to collect and disseminate around 50 data points for an investment fund to be added on a distribution platform or in a data vendor’s database.

Insider perspective on distributor due diligence 

2nd February 2024

I initially joined Acolin as a Due Diligence Officer and have been a Due Diligence Team Lead for a year and a half now.  In former roles as a lawyer, I worked and participated in several M&A transaction due diligence projects. But it is only since I joined Acolin that I came to fully understand […]

Insider perspective on fund distribution 

25th January 2024

I have been working in the asset management industry for more than 2 decades, having had the chance to cover various roles in different firms, from Portfolio Management to Consultant as well as Sales & Business Development. 

Navigating the European ETF Landscape with the Acolin Distribution Network Management (DNM) service

15th December 2023

In the ever-changing world of financial markets, Exchange-Traded Funds (ETFs) have become increasingly popular among investors. As the fund flows numbers for 2023 roll in, we again see that investors are replacing holdings on traditional UCITS funds with investments in ETF’s. Acolin is at the center of fund distribution in Europe and our specialized Distribution Network Management (DNM) service has seen these changes first-hand. Here we explore the nuances of Acolin DNM service and how it seamlessly integrates ETFs into key distribution platforms.

Getting the essentials of fund distribution right 

27th October 2023

The world of finance is ever-evolving, innovation and technology are continuously shaping how we research, find and invest in funds. As Acolin, we look on us as one of the game-changers in the industry, with our dedication to simplifying and streamlining the complex world of fund distribution. We get our asset manager clients close to the action relevant for them and their products.  

Update to the UK Financial Services regulation – UK Consumer Duty

5th October 2023

In changing fund distribution landscape, new UK regulation for open products and services, has come into force on 31st July 2023: “The UK Consumer Duty”.

Navigating the Pull Market: Strategies for Standing Out and Succeeding

29th August 2023

In a market teeming with over a hundred thousand funds overseen by numerous asset managers, a crucial question emerges: how can you stand out? The concise answer: deliver results, cultivate recognition, and ensure accessibility.

Fusing Tradition and Innovation in Finance: Embarking on a Dynamic Journey

16th August 2023

Within the realm of finance, an arena driven by ceaseless innovation lies a potent formula for progress: the fusion of tradition and innovation.

All the latest news

Update on the UK Consumer Duty

15th May 2023

The UK Consumer Duty requires product manufactures to implement the rules for open products and services by 31 July 2023

Acolin expands into the US to meet growing client demand

9th January 2023

Acolin, a leading cross-border fund distribution specialist, today announced it has established an on-the-ground presence in the US

Acolin strengthens Luxembourg office with new Managing Director 

20th September 2022

Acolin announces the appointment of fund distribution regulatory expert Jean Louis Catrysse.

The new Acolin: Connecting you to opportunity

4th April 2022

A new, hollistic approach to fund distribution…

Acolin sponsors Distribution Risk & Oversight conference

7th March 2022

Acolin is announced as the main sponsor of the Distribution Risk & Oversight Conference…

Warning regarding “acolinFX.com”

30th September 2021

ACOLIN warns against responding to an offer on the website www.acolinfx.com which…

New starter interview: Roxana Mahboubian

15th September 2021

Roxana joined Acolin in July 2021 to help drive and execute the growth strategy in the UK.

Can investors capture a hedge fund’s “Golden Hour”?

23rd June 2021

Investment funds exist for one reason and one reason only. To exploit perceived price…

Going against the grain. Why charging clients to access their data is wrong

11th June 2021

The data provided in the DDQ is the property of our partners, not ours.

ACOLIN completes acquisition of GFA to add distribution oversight and data analytics capabilities

26th April 2021

ACOLIN, a leading provider of regulatory and cross-border fund distribution services…

All the latest InReg news

LU – CSSF reminds the deadline for the new AIFMD reporting transmission methods

14th June 2024

As a reminder, from July 1, 2024, only the API (S3) channel or the eDesk procedure will be authorised for the submission of AIFM reporting. Any AIFM report submitted using the old transmission method (external channels) will not be processed by the CSSF.

SE – Finansinspektionen changes the AIFMD reporting system

6th June 2024

The Finansinspektionen has notified the entities under its supervision that, effective September 30, 2024, the reporting for alternative investment funds managed by fund managers (AIFM) and their underlying funds (AIFs) must be submitted through the FIDAC reporting system. According to the regulator, there is no impact on the reporting itself.

EU – ESMA published its Final Report on Greenwashing

5th June 2024

On June 4, 2024, ESMA published its Final Report on Greenwashing, Response to the European Commission’s request for input on “greenwashing risks and the supervision of sustainable finance policies”. The European Commission issued a request to the European Supervisory Authorities (ESAs) in May 2022 to draft a Progress Report and a Final Report delivering advice […]

EU – ESMA and EBA published a Call for advice on the investment firms prudential framework

5th June 2024

On June 3, 2024, a Call for advice on the investment firms prudential framework was jointly published by EBA and ESMA. This consultation follows the Call for Advice (CfA) to the EBA and ESMA issued in February 2023 with the goal of addressing various aspects outlined in the relevant articles pertaining to the post implementation […]

EU – ESAs disclose DORA dry run material

4th June 2024

On May 31, 2024, the European Supervisory Authorities published the details of the DORA Dry Run exercise on reporting of the registers of information of contractual arrangements with the ICT third-party providers. This dry run exercise was announced earlier in April and recently CSSF invited its supervised entities to participate on a voluntary basis.

FR – The General Directorate of the Treasury clarifies the application of Climate and Energy Law Article 29

30th May 2024

The General Directorate of the Treasury, a division of the French Ministry of Economy, Finance, and Digital and Industrial Sovereignty, has recently released a Frequently Asked Questions document regarding the implementation of Article 29 of the Climate and Energy Law. This particular article focuses on the non-financial reporting requirements for French financial institutions. This document […]

EU – ESMA updates several Q&As including 3 on UCITS and AIFMD performance fees topic

29th May 2024

ESMA updated its website with several Q&As on European crowdfunding service providers for business (ECSPR), European Market Infrastructure Regulation (EMIR), Markets in Crypto-Assets Regulation (MiCA), Markets in Financial Instruments Regulation (MiFIR), Undertakings for Collective Investment Scheme (UCITS) and Alternative Investment Fund Manager Directive (AIFMD). In particular the AIFMD and UCITS Q&As relate to performance fees.

EU – ESMA reports on the 2023 Common Supervisory Action and Mystery Shopping Exercise on marketing

28th May 2024

On 27 May 2024, ESMA published its report on the 2023 Common Supervisory Action (CSA) and Mystery Shopping Exercise (MSE) on marketing launched last year. ESMA coordinated this initiative, which was carried out by the National Competent Authorities (NCAs) throughout 2023. In total, 27 NCAs took part in the 2023 CSA, encompassing both large and […]

FR – The modification of the French “label ISR” reference framework (V3) officialised by order on May 24, 2024

27th May 2024

The Official Journal of the French Republic has published the Order of 16 May 2024 amending the Order of 8 January 2016 defining the reference framework and the control and monitoring plan for the Socially Responsible Investment label (“Label ISR”). The publication of the order follows the presentation of the new reference framework for the […]

LU – CSSF and ALFI organise a Webinar on the successor of the CSSF Circular 02/77

17th May 2024

The CSSF and ALFI will organise a webinar on the new Circular CSSF 24/856 on June 6, 2024 at10:30 CEST. The presentation will be followed by a Q&A session.