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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Earlier this year, the European Commission published a white paper and accompanying consultation on "outbound investments" as part of the European Economic Security Strategy. In it, the EC mentioned that investments in third countries in a number of critical technologies could risk EU know-how being used to undermine international peace and security. These are mainly technologies suitable for enhancing military and intelligence capabilities.
In this series, we engage with leading figures in the asset management industry and beyond. To kick things off, we spoke with Marnix Kluiters, founder of the podcast Ecosophy.
The European Parliament recently proposed the introduction of an independent comparison tool for various investment products. Randy Pattiselanno talks more about this in his latest column on Investment Officer.
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.
On December 14, the European Securities and Markets Authority (ESMA) published a discussion paper on investor protection and digitalization. We consider it positive that ESMA pays attention to this and responded to it March 14. This consultation response relates in particular to the technique of 'layering' used in an online environment. In addition, we expressed our concerns about the practice of financial influencers (finfluencers), especially in the Dutch context.
From March 11 to 15, it is "Money Week. This week is dedicated to making students in primary, secondary and vocational schools financially aware. For us, financial education is an important focus. After all, with greater financial awareness comes greater financial security.
On Thursday, February 29, the DUFAS Asset Management College Tour took place at Utrecht University. It was a successful edition, during which the CEOs, Karin van Baardwijk of Robeco and Martijn Rozemuller of VanEck, were extensively questioned about their experiences in the asset management sector.
In early December 2023, the European Supervisory Authorities (EBA, EIOPA and ESMA - together the ESAs) published a consultation on the second batch of policy products under the Digital Operational Resilience Act (DORA). This batch of technical standards includes subcontractors, threat led penetration testing and incident reporting and incident costs. We responded to the consultation on March 4.
In the last week of February, both the DUFAS Asset Management College Tour took place at the VU Amstedam and the University of Utrecht. They were two successful editions where CEOs were extensively questioned about work in the asset management sector.
Late last year, the Ministry of Finance published its long-awaited consultation for the "Financial Sector Climate Measures. We underline the role of the financial sector in the climate and energy transition. This is demonstrated, for example, by entering into the 2019 National Financial Sector Climate Commitment, in which a large number of asset managers have declared their commitment to participate in financing the energy transition and contributing to the goals of the Paris Climate Agreement.
As of February 1, 2024, Marlon Jansen joins our team as manager public affairs & communications. DUFAS is pleased to welcome Marlon as a new permanent team member. His knowledge and experience make him a valuable addition to the team. To get to know him better, we asked Marlon a few questions.
As of February 1, 2024, Pepijn Hendrix will strengthen our team as executive secretary. DUFAS is pleased to welcome Pepijn as a new permanent team member. His knowledge and experience make him a valuable addition to the team. To get to know him better, we asked Pepijn a few questions.
