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!
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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.
In June, EBA and ESMA published a Discussion Paper on the call for evidence regarding the prudential framework for investment firms. From DUFAS, we responded to this call for evidence addressing in particular the inclusion in the scope of IFR and IFD of activities of fund managers authorized to provide MiFID services.
ESMA published its ideas on the revision of the sustainability framework on July 24. It is good, including for financial parties, to start thinking now about what needs to be done to take the framework into its next phase.
In June, the State Department published the draft International Sanctions Bill. With this bill, the government intends to replace and modernize the current Sanctions Act 1977.
Welcome to the DUFAS team! We are very happy with our new colleague Gerwin van de Steeg as regulatory affairs manager. His knowledge and experience make him a valuable addition to the team. To get to know Gerwin better, we asked him a few questions.
Through EFAMA, we have compiled a comprehensive fact sheet with the most important facts and figures about the Dutch Asset Management sector. This fact sheet offers a clear overview of the most recent developments and trends within the sector, and is a tool for anyone interested in the dynamics of asset management in the Netherlands.
In June, EFAMA, the European industry association, published its 2024 factbook. This contains an in-depth analysis of key trends and developments in the fund industry, both within and outside Europe. It also provides a range of data on the market, funds and trends.
On April 23, the AFM published its consultation guideline PARP 'scenario analyses from a client perspective'. We endorse the importance of scenario analyses by investment firms or managers of investment institutions that also offer investment services. Nevertheless, we made it clear in our response of June 7 that drafting a guideline is not the right instrument to give substance to a European standard for asset managers.
On May 31, the Ministry of Finance published the draft bill "DNB Mortgage Market Reporting Act. This bill aims to create a legal authority for DNB for data-driven supervision. We indicated in our June 28 response that we are not convinced that introducing this reporting requirement is necessary.
