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!
As DUFAS we welcome the European Commission's proposal to revise the Sustainable Finance Disclosure Regulation (SFDR) as a significant and much-needed step forward for the EU sustainable finance framework. We reiterate our strong support for the SFDR and its core objectives of enhancing transparency, strengthening investor confidence, and supporting the transition to a more sustainable economy. The proposed shift toward a product-focused framework, combined with a simplification of entity-level requirements, marks an important improvement in making the regulation more practical and effective. At the same time, we recommend several targeted improvements to ensure that the revised framework is workable in practice, supports capital allocation to sustainable activities, and enhances comparability for investors. The DUFAS position statement, prepared by our SFDR Expert Group, contains several key recommendations, including:
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The Dutch Climate Act stipulates that every five years the government must draw up a climate plan. In each case, the plan looks ahead ten years to achieving the goal of being climate neutral by 2050. Because asset managers contribute to accelerating the energy and climate transition, we responded to this consultation.
In ten years, the cost of financial supervision in the Netherlands rose 53%. To temper costs and promote the business climate, the government must reflect and co-pay, writes Jeroen van Wijngaarden in the Financieel Dagblad.
Many Dutch people are missing out on financial returns due to a lack of knowledge about investing. Research conducted by DVJ Insights, commissioned by DUFAS, shows that nearly half of the Dutch themselves say they lack the knowledge to invest. At the same time, a large group is worried about their financial future.
At our request, EFAMA conducted a survey of national associations to better understand the development of supervision costs in Europe.
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.
On May 22, 2024, the European Commission (EC) launched a consultation to assess the appropriateness of macroprudential policies for Non-Bank Financial Intermediation (NBFI). From DUFAS, we have prepared a memorandum. This provides a brief overview of our views, insights and recommendations regarding this consultation.
In this series, we engage with leading figures from the asset management industry and beyond. This time we spoke with Erika Korthof, senior asset management supervisor at the Netherlands Authority for the Financial Markets. In this role, she deals with licensing applications from investment firms, investment fund managers and crowdfunding service providers, among others. In this interview, she talks more about what it's like to work for the AFM, the relationship with the asset management industry and DUFAS, and why professionals from the industry are very valuable to the AFM.
In this series, we put three questions to leading figures from the asset management industry and around it. This time we spoke with Anouk van Brug, MEP for the VVD. Anouk, 32, grew up in Amsterdam on a houseboat and currently lives in Scheveningen. Last summer she was elected to the European Parliament and took a seat in the ECON committee. In this interview, we discuss her role within this committee, which is responsible for all financial sector-related issues.
In this series, we engage with leading figures in the asset management industry and beyond. This time we spoke with Cecile Roze, Manager of Corporate Sustainability at PGGM. In this role, Cécile signed the CFA DEI code on behalf of PGGM. This is a guideline that helps companies develop internal diversity. In this interview, she talks more about PGGM's inclusion, equality and diversity policy and the value of the CFA DEI code.
Welcome to the DUFAS team! From October 1, 2024, Daan Zebel will join our team as manager of regulatory affairs. DUFAS is pleased to welcome Daan as a new team member. His knowledge and experience make him a valuable addition to the team. To get to know him better, we asked Daan a few questions.
In June 2024, the final texts of the European AML Package were published, including the new Anti-Money Laundering Regulation (AMLR), which establishes rules to combat money laundering and terrorist financing. In this memo, we focus on the impact of this regulation on the definition of UBOs in common account funds (FGRs).
A busy week in political The Hague. Last Friday the new cabinet presented its coalition program and today the million note was presented to the House of Representatives during Prinsjesdag. Both a first for the Schoof administration. A new cabinet with new coalition partners and new ideas. From DUFAS we would like to bring you up to date on the five issues of importance to the sector.
