Here you will find the latest insights, interviews and analyses on asset management, sustainability and developments within the sector. DUFAS provides in-depth information and context on topics that affect our sector. Sign up for our newsletter or follow us on LinkedIn for even more updates!
On June 17, the European Commission published proposals to strengthen the European securitization market. A well-functioning securitization market can contribute to the objectives of the Savings and Investment Union. Think of increasing the financing possibilities for SMEs and contributing to the financing of the green and digital transitions. From DUFAS we endorse the importance of strengthening the European securitization market, but also see risks in the current proposal. Therefore, we have prepared a position paper with suggestions to adjust the proposals.
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Sandra Klaver supervises investment firms and institutions at De Nederlandsche Bank (DNB). She has worked at DNB since September 2022, having previously been a supervisor at the Netherlands Authority for the Financial Markets (AFM) for a long time. With this background, she has now experienced the supervision of the financial sector from multiple perspectives. In this interview, Sandra talks about the importance of reporting to the regulator and why it is important for asset managers to have their data quality in order.
In late February, the European Commission published the "Omnibus I" package, which includes proposals to simplify the sustainable finance framework. The proposals include CSRD reporting and CSDD due diligence legislation. From DUFAS, we have prepared a position statement on this.
On February 26, as part of the Omnibus I package, the European Commission published a consultation on simplifying reporting on the European Taxonomy for Sustainable Economic Activities. To this we have responded from DUFAS
On February 26, as part of the Omnibus I package, the European Commission published a consultation on simplifying reporting on the European Taxonomy for Sustainable Economic Activities. We responded to this from DUFAS.
In this series, we engage with leading figures from the asset management industry and around it. This time we spoke with Judith Boom, committee chair of Fund Regulation & Investment Services and active in daily life as a lawyer at APG Asset Management.
In November, the European Commission announced the "Omnibus proposal." From DUFAS, we drafted a position statement on this. For a sustainable economy, access to reliable data is essential.
In November, ESMA published a Discussion Paper on the conditions of the Active Account Requirement (AAR) under EMIR 3. From DUFAS, we responded to this paper expressing support that compliance with the AAR should not create excessive additional costs. At the same time, we express some concerns.
New tax rules for mutual funds, effective from 2025, are causing turmoil in the industry. Some mutual funds may face unexpected tax charges as a result, putting pressure on their returns and ultimate distributions to participants. We express our concerns and call for early clarity to avoid these negative consequences.
At the end of 2023, the Tax Qualification Policy of Legal Forms Act was passed. This law introduces from January 1, 2025 a new framework to assess whether (foreign) legal forms qualify as transparent or non-transparent for tax purposes. What matters for foreign legal forms is whether they are comparable to a Dutch legal form.
