Empty Link Skip to Content

Asset Management and Investment Funds Publications

Read our briefing notes, updates and articles on the main issues affecting the Irish and European investment fund industry.

AssetManagement andInvestmentFunds banner_575x375px

Matheson's Asset Management and Investment Funds Department produces updates and briefing notes on the main issues affecting the Irish and European investment fund industry, together with information on Ireland as an international fund domicile and establishing investment funds in Ireland, which may be downloaded below.

Updates

Updates - provide key information on the latest legal and regulatory developments impacting the investment funds industry.
Continued Regulatory Focus on Governance and Substance PDF | 4 MB European Regulators Seeking Evidence of Greenwashing PDF | 4 MB Central Bank of Ireland Introduces Macroprudential Measures for Property Funds PDF | 4 MB Central Bank of Ireland Speech and Information Note on Sustainable Finance and the Asset Management Industry PDF | 3 MB Proposed Amendments to SFDR RTS to include Nuclear and Gas Activities PDF | 4 MB EU Regulators Provide Guidance on SFDR Level 2 Requirements PDF | 3 MB ESMA Consultation on Fund Names Using ESG or Sustainability Terms PDF | 4 MB The PRIIPs Regulation and Investment Funds PDF | 4 MB SFDR and the Taxonomy Regulation_April2022 PDF | 545 KB 2022 Horizon Scanning for Fund Managers PDF | 897 KB Extension of PRIIPs Exemption for UCITS PDF | 397 KB European Supervisory Authorities Publish Final Report on Taxonomy - related Disclosures PDF | 613 KB European Commission Review of the AIFMD PDF | 585 KB European Commission Responds to ESAs Questions on SFDR Priority Issues PDF | 638 KB Central Bank of Ireland Notice of Intention re PCF Roles PDF | 476 KB Central Bank of Ireland Consultation on Property Funds PDF | 405 KB Central Bank of Ireland Confirms Fast Track Process for Taxonomy Filings PDF | 552 KB Central Bank Dear CEO Letter on Climate and Other ESG Issues PDF | 552 KB Sustainable Finance Next Steps for Investment Funds - July 2021 PDF | 389 KB Cross Border Distribution of Funds - July 2021 PDF | 557 KB

2020

Central Bank of Ireland Confirms Fast-Track Process for SFDR Updates - November 2020 PDF | 1.00 MB UK Temporary Permissions Regime - October 2020 PDF | 545.00 KB ESMA Recommendations on the Review of the AIFMD - October 2020 PDF | 985.00 KB Sustainable Finance Update - October 2020 PDF | 609.00 KB Central Bank of Ireland Adds to Pre-Approval Controlled Function Roles - October 2020 PDF | 942.00 KB Outcome of Central Bank of Ireland CP86 Thematic Inspection - October 2020 PDF | 663.00 KB ESMA Promotes Supervisory Convergence on the Supervision of Costs June 2020 PDF | 630.00 KB Sustainable Finance Update - June 2020 PDF | 646.00 KB COVID-19 Implications for Investment Funds and Fund Management Companies - May 2020 PDF | 964.00 KB ESMA SFTR Reporting Guidelines - April 2020 PDF | 418.00 KB Central Bank of Ireland PRISM Review - April 2020 PDF | 408.00 KB Central Register of Beneficial Ownership for ICAVs and Unit Trusts - March 2020 PDF | 413.00 KB Sustainable Finance and Investment Funds March 2020 PDF | 679.00 KB Cybersecurity Central Bank of Ireland Expectations - March 2020 PDF | 421.00 KB Notice of Intention to Create New Pre Approval Control Functions - February 2020 PDF | 419.00 KB Central Bank Authorisation Process Increased Scrutiny of Certain Assets - January 2020 PDF | 407.00 KB Central Bank of Ireland Priorities for Investment Funds 2020 - January 2020 PDF | 420.00 KB

2019

CP86 and Irish Managment Companies - November 2019 PDF | 238.00 KB ESMA Guidelines on Liquidity Stress Testing - September 2019 PDF | 131.00 KB Central Bank of Ireland Consultation on Errors in Investment Funds - September 2019 PDF | 174.00 KB Central Bank of Ireland Letter on Liquidity Management - August 2019 PDF | 142.00 KB Brexit - Where Are We Now PDF | 575.00 KB Updated Central Bank Guidance on Financial Indices - August 2019 PDF | 105.00 KB Matheson Investment Funds Update - Central Bank of Ireland Responds to Industry Brexit Queries March 2019 PDF | 812.00 KB