Home
Search results “Undertakings for collective investment in transferable securities”
Basics of investing - What is a UCITS fund?
 
02:34
The podcast focuses on the UCITS brand is and explains why this type of investment fund developed in Europe gained worldwide recognition over the last 25 years.
Views: 14734 ALFILuxembourg
Undertakings for Collective Investment in Transferable Securities Directives
 
04:53
The Undertakings for Collective Investment in Transferable Securities, Directive 2001/107/EC and 2001/108/EC (UCITS) are a set of European Union Directives that aim to allow collective investment schemes to operate freely throughout the EU on the basis of a single authorisation from one member state. In practice many EU member nations have imposed additional regulatory requirements that have impeded free operation with the effect of protecting local asset managers. This video is targeted to blind users. Attribution: Article text available under CC-BY-SA Creative Commons image source in video
Views: 314 Audiopedia
UCITS and AIFMD - BankSense
 
02:33
The biggest change to banking regulations in decades is discussed here. The changes are so profound that they will affect corporates as well. Some of the ways corporates will need to change their practice are explored here, as well as the technologies that can play a vital role.
Views: 68 AccessPay
Invest in Luxemburg ,  UCITS funds, how to invest OPCVM, investing real estate
 
00:12
Invest in Luxemburg , discover OPCVM funds - the UCITS funds - rentability and security for a real estate investment. Luxembourg is the place to be. Very dynamic for investing. Nearly no taxes. The best investing for beginners, the best way investing money. We will be your partner, showing how to invest in Luxemgurg and Grande Région.
Views: 66078 Doc Immo
Collective Investment Schemes (Valletta Fund Management) - FinanceMalta
 
07:26
Mark Vella (Business Development and Marketing) from Valletta Fund Management talks about Collective Investment Schemes
Views: 786 FinanceMalta
Part 4: Distributing UCITS
 
10:40
PwC estimates that demand for liquid alternative funds worldwide will rise from $260bn at the end of 2013 to $664bn by 2020. This rise can be partially explained by the evolution in liquid alternatives, the rapidly expanding defined contribution pensions fund market and the fact that liquid alternatives are suitable for both retail and institutional channels. This video covers the primary net sales and income developments in UCITS in Europe in 2015. It also explores the key advantages and drawbacks of the UCITs passport and examines the European Commission’s Action Plan on Building a Capital Markets Union. Find out more: www.pwc.ie/assetmanagement
Views: 676 PwC Ireland
ELTIF marketing rules
 
03:19
European long-term investment funds (ELTIFs) have been introduced via Regulation (EU) 2015/760 ELTIF is hybrid product, sharing framework of AIFMD and UCITS In fact, ELTIFs: Are EU AIFs themselves managed by authorised EU AIFMs Have investment limits and restrictions as well as retail investors passport akin to UCITS directive Upside of the new regulation lies in: the homogenisation of rules at EU level on long-term investment opportunities; Comparability of different investment opportunities Downside, especially for retail investors, lies in limited redemption ability due to the types of investments. The main regulatory framework for ELTIF is the one of the AIFM directive The ELTIF regulation is strictly and exclusively Europe-centric and so is the eligibility under the relevant rules, restricted to EU AIFs insofar as these are managed by EU AIFM authorised as ELTIF Non-EU AIFMs and AIFs are not in scope for the regulation The ELTIF regulation defines: eligible assets investment restrictions portfolio composition and diversification ELTIFs can be marketed vis-à-vis retail investors in Europe Since implementation of AIFMD, certain EU domiciles allowed marketing of types of AIFs to retail investors. In these case passport to retail is a double step or top up process Once passport for institutional is obtained, second leg procedure carried out directly with host state authorities The ELTIF regulation is an exception to this Powers for the authorities of the home member states of ELTIF to deal with the passport process for retail investors in their entirety Requirements for ELTIF retail passport Appointment of local facilities agent PRIIPs KID
How to invest: Protecting yourself
 
00:57
Buzz4Funds - Episode 3 In real life protection is key. Both for you and your investments. “UCITS” is the European legislation for investment funds designed for the public. This legislation aims at ensuring investors protection through rules on eligible investments, liquidity of the portfolio, risk diversification. This legislation also imposes that there is a proper fund structure, with different parties being in-charge of monitoring investors’ interest (management company, investment manager, custodian, etc). UCITS funds are also supervised by financial authorities in Europe, who ensure that the UCITS rules are complied with. The assurance to stay protected! Buzz4Funds is an education platform by PwC dedicated to raising public understanding of financial investing, including investment funds. The Investor Education video series explains basic investing concepts with a touch of humor. Each video deals with one topic such as how investment funds work, what the different types of investment funds are and the rules and safeguards that apply. Should you have any question or topic you’d like to learn more about, let us know! Facebook: https://www.facebook.com/plug.into.pwc.luxembourg/ Twitter: https://twitter.com/PwC_Luxembourg
Views: 563 PwC Luxembourg
UCITS Marketing Article 272 FSMA
 
03:07
Onshoring is the process of incorporation under UK law of the European law on financial services. The UK European Union (Withdrawal) Act 2018 serves the following purposes: Retain the majority of the EU law in the UK legal system to ensure its completeness; Grant sufficient power to the UK Government and address deficiencies/mitigate risk of failure in the EU law retained. Good progress made so far with draft legislation issued well in advance of March 2019 Main spectrum of EU financial services and product law covered already. Draft Statutory Instrument to amend UCITS directive released October 2018 https://assets.publishing.service.gov.uk/government/uploads/system/uploads/attachment_data/file/746543/2018.10.04_CIS__Amendment_etc.___EU_Exit__SI_Draft_40__watermarked___002_.pdf The temporary permission regime designed by the draft statutory instrument for UCITS will introduce inevitably changes to the current framework of EEA UCITS marketing in the United Kingdom. EEA UCITS Marketing regime in United Kingdom is sensitive to the type of investors approached: Institutional investors – AIFMD national private placement regime; Retail investors – FSMA article 272 authorisation approach. Article 272 Financial Services and Markets Act authorisation has been used extensively in the past for recognition of certain types of funds, typically domiciled in the Channel Islands. Main features of the article 272 FSMA process: Up to six months authorisation period; Assessment of adequacy and comparability of investor protection afforded by foreign schemes to be authorised; Will treatment of EEA UCITS under article 272 FSMA be any different? Considerations on regulatory aspects of marketing are relevant but other factors come in play in the design of successful fund distribution project. The design of sustainable and successful fund distribution projects entail: start with the end goal in mind (e.g. type of investors and domicile); analyse investor and market preference; Build and/or use suitable product for market/investors. Brexit is a shift larger than regulation and encompasses market perception. Fund Managers interested in approaching the market in the United Kingdom will have to consider the use of UK domiciles funds for certain audiences.
Explaining UCITS
 
05:59
In this video, host Julian Hince is joined by Peter Grimmett, Head of Fund Regulatory Development for M&G. Petere gives an overview of UCITS, explaining what they are, how you can invest in them and how they have adapted following the financial crisis. To claim your CPD for watching this video, you will need to watch it on M&G's video platform, http://www.iviewtv.com/learning/business-matters/ Filmed March 2014 This video has been created for training purposes. All content regarding regulatory development is M&G's interpretation of future legislation, and our view is subject to change without notice. This information should not be regarded as confirmation of how your firm may be specifically impacted by regulatory change or relied upon as legal advice. This presentation is not a financial promotion and should not be regarded as a recommendation or as financial advice. Issued by M&G Securities Limited which is authorised and regulated by the Financial Conduct Authority and provides investment products. The registered office is Laurence Pountney Hill, London, EC4R 0HH. Registered in England No. 90776 Whilst M&G uses every reasonable effort to ensure that the information contained in this video is current and accurate at the date of publication, no warrants are given, whether express or implied, as to the reliability, accuracy or completeness of the information. No Liability is assumed for any use, or misuse, of the information presented in this video.
Views: 6305 M&G Investments
Finextra interviews Fidelity International: UCITS IV, Mifid II, & Basel III
 
02:55
David Green, head of change - group and oversight, at Fidelity International speaks with Finextra about how the industry is dealing with UCITS IV, Mifid II, Basel III and a slew of proposed regulations and directives. Originally published on Finextra.com on: 9 March 2011 For all your fintech-related news, please visit https://www.finextra.com.
Views: 13 Finextra Research
Link'n Learn - UCITS V & VI updates - Deloitte Luxembourg
 
46:35
Link'n Learn | Interactive access to Deloitte knowledge Led by Deloitte’s leading industry experts, Link’n Learn is series of webinars conducted over the course of the year, specifically designed to keep you up-to-date with today’s critical trends and the latest regulations impacting your business. The "UCITS V & VI updates" webinar agenda: - UCITS market overview - UCITS VI - ESMA’s consultation on different share classes - PRIPS & KID - Guidelines on ETFs and other UCITS issues - Depositary independence - UCITS V Speakers - Tom Renders, Senior Manager, Audit, Belgium - Aisling Costello, Senior Manager, Investment Management Advisory, Ireland The 2015 Link’n Learn programme: http://www2.deloitte.com/content/dam/Deloitte/lu/Documents/financial-services/IM/lu-linknlearn-programme-2015.pdf Find the previous webinars here: http://www2.deloitte.com/lu/en/pages/financial-services/solutions/link-n-learn-interactive-access-to-deloitte-knowledge.html
Views: 1899 Deloitte Luxembourg
UCITS Overview
 
02:13
Declan Casey, Director of Legal & Technical, looks at recent UCITS developments.
Views: 574 Irish Funds
UCIT Gate Entry/Exit Logistics Solution
 
01:51
How UCIT Online can improve access control for Transport & Logistics sites, minimize liability and reduces costs.
UCITS in Luxembourg
 
01:47
Undertakings for Collective Investments in Transferable Securities (UCITS) can be set up as a SICAV or SICAF. Our team of financial experts can offer more details on the advantages of each structure. You may address to our consultants at http://www.startluxembourgfund.com/.
Views: 129 bridgewestEU
Alternative UCITS
 
58:59
Views: 382 ifiglobal
Paul Stratford on UCITS IV | Ernst and Young UK | World Finance Videos
 
07:58
World Finance interviews Paul Stratford, UCITS IV Leader at Ernst and Young UK, on outsourcing gains as asset managers react to UCITS IV. UCITS IV, which came into force in July 2011, focused primarily on asset managers' risk management obligations; but it has a number of broader implications for the industry. Paul Stratford discusses some of the structural changes already seen as managers grapple with the new KII requirements, as well as the opportunities for revenue growth and cost savings that asset managers can achieve. For a full transcript visit: http://www.worldfinance.com/videos/paul-stratford-on-ucits-iv-ernst-young-uk-video For more World Finance interviews go to http://www.worldfinance.com/videos/
Views: 7374 worldfinancevideos
"What is a UCITS?" - Explaining investing without the jargon
 
03:20
What is a UCITS? We asked random people in London and Luxembourg about the jargon used within the finance and investment world. This video has been produced by LHoFT, in association with ALFI and PwC Luxembourg, for the 2018 ALFI London conference. This video is for informational purposes only, it is not intended to provide, and should not be relied upon, for any kind of advice. Viewers should consult legal, tax and/or accounting advisors before engaging in any transaction.
Views: 459 PwC Luxembourg
Link'n Learn - Remuneration (CRD, MiFID, AIFMD, UCITS)
 
01:09:00
Link'n Learn | Interactive access to Deloitte knowledge Led by Deloitte’s leading industry experts, Link’n Learn is series of webinars conducted over the course of the year, specifically designed to keep you up-to-date with today’s critical trends and the latest regulations impacting your business. The "Remuneration (CRD, MiFID, AIFMD, UCITS)" webinar agenda: - Key areas of focus for 2015 - Regulatory developments: - EBA guidelines on CRD IV - AIFMD - UCITS V - MiFID - Alignment of risk, reward and culture - Key themes in asset management remuneration The 2015 Link’n Learn programme: http://www2.deloitte.com/content/dam/Deloitte/lu/Documents/financial-services/IM/lu-linknlearn-programme-2015.pdf Find the previous webinars here: http://www2.deloitte.com/lu/en/pages/financial-services/solutions/link-n-learn-interactive-access-to-deloitte-knowledge.html
Views: 1570 Deloitte Luxembourg
Focus on Funds: Global Use of UCITS Funds Is Under Threat
 
02:01
(Transcript is below) New regulatory measures emerging from Brexit could jeopardize the success of funds based on the European Union’s Undertakings for Collective Investment in Transferable Securities, or UCITS. In the June 30, 2017, edition of Focus on Funds, ICI Global Managing Director Dan Waters details the ramifications for fund managers and investors. For more information, visit https://www.iciglobal.org/ ___________________________ Stephanie Ortbals-Tibbs, ICI director, media relations: Brexit—the United Kingdom’s exit from the European Union—will raise many questions. But one of the key ones for global funds and their investors is, what’s going to happen with delegation of portfolio management? Recently, I caught up with ICI Global Managing Director Dan Waters to find out the latest. Dan Waters, ICI Global managing director: You know, we’ve been involved in Brexit, really, from the beginning, with our key messages focusing on investors and their concerns, and our worries about investors, and that’s still in the core. But now we’re getting into the detail. And now it’s clear that there’s a threat to delegation. One of the hallmarks of the UCITS brand’s global success is the ability to delegate portfolio management right across the entire globe. Surprisingly, that is now under threat. Ortbals-Tibbs: Dan, what are you conveying on behalf of global funds and their investors? Waters: For the UCITS brand itself, it’s the only successful global investment brand—there’s nothing else. It’s sold in countries all over the world, it’s authorized in different jurisdictions. It is the global investment vehicle of choice, and one of the reasons is because it’s so flexible. It’s strong—the regulation is trusted and relied upon—but the delegation framework is very, very flexible. And that’s why it’s been working. You’re able to concentrate centers and sources of expertise, achieve economies of scale, achieve economies of scope, deliver better value to investors. It’s a winning proposition, and what we’re saying to the Europeans is, let’s not let an unseemly fight overcome the benefits that UCITS have brought to the single market, and to the whole world.
Views: 111 ICI Video
J8: UCITS CTA Structures
 
02:52
How do CTAs structure their UCITS offering?
Views: 53 Tillmann Sachs
Wolf Klinz on UCITS
 
03:07
Speech by Wolf Klinz MEP (ALDE-ADLE) on : Undertakings for collective investment in transferable securities (UCITS) [Rapporteur] [Language DE original] Report: Wolf Klinz (A6-0497/2008) on the proposal for a directive of the European Parliament and of the Council on the coordination of laws, regulations and administrative provisions relating to undertakings for collective investment in transferable securities (UCITS) (recast) [COM(2008)0458 - C6-0287/2008 - 2008/0153(COD)] Committee on Economic and Monetary Affairs Klinz_090113_093631_rapp_de
Views: 263 ALDE ADLE
ManCo - Spotlight on UCITS V Directive
 
05:14
The recent amendments on UCITS V Directive are impacting the overall UCITS framework and and first aim at aligning it with the AIFM framework. Watch this video to understand more in depth the correlation between UCITS V, depositaries and Management Companies. This video is for informational purposes only, it is not intended to provide, and should not be relied upon, for any kind of advice. Viewers should consult legal, tax and/or accounting advisors before engaging in any transaction.
Views: 720 PwC Luxembourg
Olle Schmidt on UCITS
 
02:13
Speech by Olle Schmidt MEP (ALDE-ADLE) on : Undertakings for collective investment in transferable securities (UCITS) [on behalf of the Group] [Language SV original] Report: Wolf Klinz (A6-0497/2008) on the proposal for a directive of the European Parliament and of the Council on the coordination of laws, regulations and administrative provisions relating to undertakings for collective investment in transferable securities (UCITS) (recast) [COM(2008)0458 - C6-0287/2008 - 2008/0153(COD)] Committee on Economic and Monetary Affairs Schmidt_090113_092253_obog_sv
Views: 83 ALDE ADLE
Graham Goodhew dscusses the challenges the industry has seen with UCITS IV
 
03:05
For more information on ITAS events - http://www.informaglobalevents.com/ytitasvidep Graham Goodhew, Vice President at J.P Morgan, speaks with us at ITAS
Views: 100 ITASTV
Custody of UCITS and AIFs
 
05:56
Mr. Kevin Portelli, Head of Custody - Bank of Valletta plc, shares more information about the BOV custody services offering whilst portraying the measures taken by the bank in relation to UCITS V and AIFMD regulation.
Views: 123 BankOfValletta
Mirabaud on UCITS
 
06:44
Anne-Cathrine Frogg Spadola, Portfolio Manager and Analyst at Mirabaud & Cie is in the Dukascopy TV studio to discuss the UCITS hedge fund industry. While other areas have suffered as a result of a shaky start to 2012, UCITS funds have maintained a long-term growth trend over the quarter.
Views: 1306 Dukascopy TV (EN)
Jensen Anne E  02 Jul 2013 plenary speech on collective investment in transferable securities
 
02:15
Jensen Anne E. 02 Jul 2013 plenary speech on Report: Sven Giegold (A7-0125/2013) - Laws, regulations and administrative provisions relating to undertakings for collective investment in transferable securities
Views: 6 ALDEGroup
BlockchainFund
 
02:16
The BLOCKCHAINFUND is designed to enable investors to gain an exposure to an investment in blockchain technology related companies, UCITS-eligible cryptocurrencies and non-physical precious metals.
Views: 48 Blockchain Fund
ManCo - Spotlight on remuneration guidelines under UCITS V
 
02:49
This video is for informational purposes only, it is not intended to provide, and should not be relied upon, for any kind of advice. Viewers should consult legal, tax and/or accounting advisors before engaging in any transaction.
Views: 514 PwC Luxembourg
Part 3: Distributing AIFs
 
08:47
The Alternative Investment Managers Directive (AIFMD) has been a catalyst for hedge funds to focus on distribution. It has created particular challenges for non-EU managers who don’t have a foothold in Europe. This video explores the various options available to non-EU managers intending to market AIFs in Europe and highlights some of the opportunities and challenges associated with marketing in different territories e.g. differing legislative requirements, fee structures, etc. Find out more: www.pwc.ie/assetmanagement
Views: 356 PwC Ireland
What Is Wrong with Mutual Funds? Fees, Earnings, and Structure of the Industry (2006)
 
02:05:11
A mutual fund is a type of professionally managed collective investment vehicle that pools money from many investors to purchase securities. While there is no legal definition of the term "mutual fund", it is most commonly applied only to those collective investment vehicles that are regulated and sold to the general public. They are sometimes referred to as "investment companies" or "registered investment companies." Most mutual funds are "open-ended," meaning investors can buy or sell shares of the fund at any time. Hedge funds are not considered a type of mutual fund. The term mutual fund is less widely used outside of the United States and Canada. For collective investment vehicles outside of the United States, see articles on specific types of funds including open-ended investment companies, SICAVs, unitized insurance funds, unit trusts and Undertakings for Collective Investment in Transferable Securities, which are usually referred to by their acronym UCITS. In the United States, mutual funds must be registered with the Securities and Exchange Commission, overseen by a board of directors (or board of trustees if organized as a trust rather than a corporation or partnership) and managed by a registered investment adviser. Mutual funds are not taxed on their income and profits if they comply with certain requirements under the U.S. Internal Revenue Code. Mutual funds have both advantages and disadvantages compared to direct investing in individual securities. They have a long history in the United States. Today they play an important role in household finances, most notably in retirement planning. There are 3 types of U.S. mutual funds: open-end, unit investment trust, and closed-end. The most common type, the open-end fund, must be willing to buy back shares from investors every business day. Exchange-traded funds (or "ETFs" for short) are open-end funds or unit investment trusts that trade on an exchange. Open-end funds are most common, but exchange-traded funds have been gaining in popularity. Mutual funds are generally classified by their principal investments. The four main categories of funds are money market funds, bond or fixed income funds, stock or equity funds and hybrid funds. Funds may also be categorized as index or actively managed. Investors in a mutual fund pay the fund's expenses, which reduce the fund's returns/performance. There is controversy about the level of these expenses. A single mutual fund may give investors a choice of different combinations of expenses (which may include sales commissions or loads) by offering several different types of share classes. In the US, a mutual fund is registered with the Securities and Exchange Commission (SEC) and is overseen by a board of directors (if organized as a corporation) or board of trustees (if organized as a trust). The board is charged with ensuring that the fund is managed in the best interests of the fund's investors and with hiring the fund manager and other service providers to the fund. The fund manager, also known as the fund sponsor or fund management company, trades (buys and sells) the fund's investments in accordance with the fund's investment objective. A fund manager must be a registered investment advisor. Funds that are managed by the same fund manager and that have the same brand name are known as a "fund family" or "fund complex". Mutual funds are not taxed on their income and profits as long as they comply with requirements established in the U.S. Internal Revenue Code. Specifically, they must diversify their investments, limit ownership of voting securities, distribute a high percentage of their income and capital gains (net of capital losses) to their investors annually, and earn most of the income by investing in securities and currencies.[2] Mutual funds pass taxable income on to their investors by paying out dividends and capital gains at least annually. The characterization of that income is unchanged as it passes through to the shareholders. For example, mutual fund distributions of dividend income are reported as dividend income by the investor. There is an exception: net losses incurred by a mutual fund are not distributed or passed through to fund investors but are retained by the fund to be able to offset future gains. Mutual funds may invest in many kinds of securities. The types of securities that a particular fund may invest in are set forth in the fund's prospectus, which describes the fund's investment objective, investment approach and permitted investments. The investment objective describes the type of income that the fund seeks. For example, a "capital appreciation" fund generally looks to earn most of its returns from increases in the prices of the securities it holds, rather than from dividend or interest income. The investment approach describes the criteria that the fund manager uses to select investments for the fund. http://en.wikipedia.org/wiki/Mutual_funds
Views: 4382 The Film Archives
UCITS !!!!!
 
04:54
UCITS overview-- Created using PowToon -- Free sign up at http://www.powtoon.com/join -- Create animated videos and animated presentations for free. PowToon is a free tool that allows you to develop cool animated clips and animated presentations for your website, office meeting, sales pitch, nonprofit fundraiser, product launch, video resume, or anything else you could use an animated explainer video. PowToon's animation templates help you create animated presentations and animated explainer videos from scratch. Anyone can produce awesome animations quickly with PowToon, without the cost or hassle other professional animation services require.
Views: 44 RICKY AJMANI
CMU
 
10:42
CMU
Capital Markets Union (CMU) Action Plan Establish a genuine internal capital market Address fragmentation in capital market Removing regulatory barriers to financing Increasing supply of capital to businesses Blog on Capital Markets Union http://www.venezianoandpartners.co.uk/all-you-need-to-know-about-the-capital-markets-union/ Proposal for Directive on cross-border distribution of investment funds (https://ec.europa.eu/info/law/better-regulation/initiatives/com-2018-92_hu#initiative-subscribe) Proposal for Regulation on facilitating cross-border distribution of investment funds (https://ec.europa.eu/info/law/better-regulation/initiatives/com-2018-110_hu)
Franz OBERMAYR - Credit rating agencies - Undertakings of collective investment in...  - 15-01-2013
 
01:10
Franz OBERMAYR - Credit rating agencies - Undertakings of collective investment in transferable securities (UCITS) and alternative investment funds managers (debate) - 15-01-2013
Views: 5 eurallfree
An interview with Paul Ellis of HSBC
 
04:37
Thomas Murray spoke to Paul Ellis of HSBC about implementing UCITS V, the impact this has had on custody arrangements and what the future of the UCITS and AIFMD landscapes hold.
Views: 393 Thomas Murray
UCITS Me All Night Long
 
03:44
A tribute to our favorite fund vehicle, UCITS.
Views: 1098 KNEIPvideo
Learn European Rules for Fund Distribution
 
05:11
www.worldgondola.com Learn European Rules for Fund Distribution Compliance with European Rules for Fund Distribution for US Fund Managers will never be an easy task. There are various acronyms in the relevant European Regulation - UCITS, AIFMD, MiFID, and also significant overlaps with local national rules. All those rules should be publicly available, but, when they are, sometimes they are rather opaque and distorted by consolidated local administrative practices. Nowadays it is also difficult to secure in-house experts at the other side of the Atlantic and compliance with European Rules for Fund Distribution is most often outsourced by the legal and compliance departments to external providers. However, too often outsourcing takes place in an acritical manner. We define this hands-off approach to compliance with European Rules for Fund Distribution. Internal resources are left with the role of managing the external outsourced provider without necessarily a clear understanding of what is required to obtain and maintain a marketing authorisation for a fund in Europe (under UCITS or AIFMD marketing rules). Also, when instructing outsourced providers, internal resources most often lack the knowledge of the big picture and the experience to be able to ask specific questions and filter out the most important elements of a project of fund distribution from what is merely accessory. This is one of the factors that drives up significantly the cost of compliance with European Rules on Fund Distribution. World Gondola provides training for internal resources with a Foundation, Advanced and Practical course on European Fund Distribution. Users can gain a greater understanding of the bigger picture of the European Rules for Fund Distribution through video tutorials as well as learn how to complete, submit and maintain marketing authorisations.
Views: 5 World Gondola
UCITS
 
04:01
UCITS overview-- Created using PowToon -- Free sign up at http://www.powtoon.com/join -- Create animated videos and animated presentations for free. PowToon is a free tool that allows you to develop cool animated clips and animated presentations for your website, office meeting, sales pitch, nonprofit fundraiser, product launch, video resume, or anything else you could use an animated explainer video. PowToon's animation templates help you create animated presentations and animated explainer videos from scratch. Anyone can produce awesome animations quickly with PowToon, without the cost or hassle other professional animation services require.
Views: 14 RICKY AJMANI
Why Luxembourg is the best place to invest offshore from
 
05:54
In simple terms, a UCITS is a mutual fund based in the European Union. UCITS stands for "Undertakings for Collective Investment in Transferable Securities" and UCITS funds can be sold to any investor within the European Union under a harmonised regulatory regime. They have a strong brand identity across Europe, Asia and South America and are distributed for sale in over fifty countries as they have transparent, tried and tested regulation. Since 1985 Luxembourg have become the leader in UCITs. At the London G20 summit on 2 April 2009, G20 countries agreed to define a blacklist for tax havens. Luxembourg Prime Minister Jean-Claude Juncker criticised that list, stating that it has "no credibility", for failing to include various states of the U.S.A. which provide incorporation infrastructure which are indistinguishable from the aspects of pure tax havens to which the G20 object. As of 2012, 89 countries including LUXEMBOURG have implemented reforms sufficient to be listed on the OECD's white list. Learn more at http://www.investoffshore.com
Views: 2411 Invest Offshore
Launch of SPDR MSCI World UCITS ETF
 
01:05
State Street celebrates the listing of the MSCI World UCITS ETF (Ticker: SWRD) on Euronext Amsterdam. To celebrate Noussair Aatil sounds the gong. The new SPDR MSCI World UCITS ETF offers investors access to a broad basket of over 1,600 stocks across 23 advanced economies. This represents roughly 85 per cent of the float-adjusted market capitalisation of developed equity markets. Philippe Roset, head of SPDR ETFs Netherlands, illustrates: “State Street Global Advisors have a lot of experience and heritage in managing assets against the MSCI World Index. This has allowed us to construct a cost-efficient fully-replicated MSCI World ETF which does not engage in securities lending.”
Views: 102 Euronext TV
When European UCITS funds become a success model for U.S. fund managers
 
14:49
Subscribe to this channel: http://www.youtube.com/OpalesqueTV Drew Hayworth is one of three founders of Madison Street Partners LLC, a $380 million long/short equity fund in Denver, Colorado. The firm was launched in 2004 and focuses on a core value investing proposition based on bottom up stock picking both long and short. As a special twist compared to usual long/short value investors, Madison runs about one third of assets in a tactical trading component that thrives on volatility and liquidity. In this Opalesque.TV Backstage interview, Drew explains the process, significant benefits and also issues around setting up an UCITS fund. For Madison Street Partners, running an UCITS fund has become a success model, it is the "new, big fund structure" globally and the UCITS relevance and size will continue to increase. The firm is registered as an investment adviser with the United States SEC and runs two U.S. domestic funds as well as an offshore fund and a UCITS fund. Its largest client base is in Europe.
Views: 1933 OpalesqueTV
Matheson Asset Management and Investments Funds Group
 
04:06
Matheson’s Asset Management and Investment Funds Group is the number one ranked funds law practice in Ireland, acting for 28% of Irish domiciled investment funds by assets under management as at 30 June 2014. We advise on asset management law and regulation, and fund products including undertakings for collective investment in transferable securities (UCITS); alternative investment funds (AIFs); money market funds; exchange traded funds (ETFs); manager platforms; private equity and property funds; and Shariah compliant UCITS and AIFs. We provide a comprehensive and professional service to our clients drawing on the considerable breadth and depth of expertise not only in our Asset Management and Investment Funds Group but also in our taxation, structured finance and commercial litigation departments. We act for the world’s leading institutional fund managers including 6 of the top 10 global promoters of Irish funds, 7 of the top 10 US asset managers and the world’s two largest asset managers. Our specialist team is led by 10 partners and comprises over 60 asset management and investment fund professionals in total. We have the strongest Irish law firm presence in the US through our offices in Palo Alto and New York, and the largest operation of any Irish law firm in London. We have dedicated asset management partners based in both our London and New York offices.
Views: 1000 Matheson Law
Wolf Klinz on UCITS
 
05:16
Speech by Wolf Klinz MEP (ALDE-ADLE) on : Undertakings for collective investment in transferable securities (UCITS) [Rapporteur] [Language DE original] Report: Wolf Klinz (A6-0497/2008) on the proposal for a directive of the European Parliament and of the Council on the coordination of laws, regulations and administrative provisions relating to undertakings for collective investment in transferable securities (UCITS) (recast) [COM(2008)0458 - C6-0287/2008 - 2008/0153(COD)] Committee on Economic and Monetary Affairs Klinz_090113_090159_rapp_de
Views: 74 ALDE ADLE
Lyxor Core morningstar UCITS ETFs - ETF Stream Fund Overview
 
01:27
In this fund overview we look at two new products from Lyxor - the core morningstar UCITS ETFs for the US and UK For more information visit Lyxor's website: https://www.lyxoretf.co.uk/en/instit/products/range/reducecost Don't forget to visit ETF Stream the “go to” website for everything ETF related in Europe and Asia/Australasia. http://www.etfstream.com/ Our international team of journalists cover all the new issues, highlight the people moves, and track the industry’s rapid growth. We’re also dedicated to educating the investor and advisor – our guides, features, analysis and data help explain the passive investment industry to a wider audience. If you’ve got a strong opinion on the industry, we want to hear from you ! We’re also keen to hear about key people moves, new issues and new issuers, and we want to learn from the best practice of investors and advisors using ETFs.
Views: 93 ETF Stream
TPR Update
 
02:25
On the effective date when the United Kingdom withdraws from the European Union (Withdrawal Day), the EU (Withdrawal) Act 2018 will: repeal the European Communities Act and incorporate and convert relevant EU law into UK law UK Government issued legislation in order to put forward Temporary Permission Regimes (TPRs) that will allow for: inbound firms to continue operating in the UK Inward authorised EEA funds marketing in the UK to continue to do so The Statutory Instrument on UCITS creates TPR framework for EEA UCITS funds Subject to prior notification made before Withdrawal Day, EEA UCITS funds can continue to market in the UK for a limited period of time TPR October 2018 version provided that: All sub-funds of umbrella funds need to be notified under TPR to continue marketing in UK new sub-funds that are either not included in the TPR notification or created subsequently of the withdrawal day will not have the ability to be marketing in the UK under TPR TPR December 2018 version provides that: new sub funds of an umbrella fund, already notified under the TPR, will be permitted to notify the FCA to enter the TPR after withdrawal day new sub-funds are those which become authorised in accordance with the UCITS Directive by their EEA home state regulator on or after withdrawal day
WG   in person video   1
 
01:31
www.worldgondola.com World Gondola is a digital repository powered by a network of best of breed lawyers and service providers. With World Gondola Fund managers will learn about European Fund Distribution, outsource the marketing passport authorisations of their UCITS and AIFs and optimize their existing procedures and processes around European Fund Distribution. World Gondola is ideal to help fund managers with aifmd private placement rules, aifmd marketing passport rules, ucits fund distribution rules, ucits marketing passport rules. Soundtrack: Bensound Video Maker: Renderforest
Views: 3 World Gondola