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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On October 25, 2023, De Nederlandsche Bank (DNB) consulted the "Good practices Handreiking prudential reports for investment firms and investment fund managers". With the handbook, DNB wants to give investment firms and managers of investment institutions and UCITS (hereinafter: institutions) more guidance on how to correctly complete and submit and provide an overview of good practices for prudential reporting. We responded to this consultation on December 13, 2023.
On 15 December 2023, we responded to the European Commission's (EC's) targeted consultation on the implementation of the Sustainable Finance Disclosures Regulation (SFDR), as published on 14 September 2023. We are appreciative of the efforts to further improve the SFDR, and we do see merit in more standardization of disclosures via the SFDR to improve comparability throughout the market and, needless to say, to avoid greenwashing which is the main purpose of the EU legislation.
Despite the growing interest and importance of SRI, most EU citizens often find it difficult to find their way around the investment landscape. This is why EFAMA, the European trade association for asset managers, published a new brochure.
On June 19, 2023, the European Commission published a proposal for a directive entitled "Faster and Safer Relief of Excess Withholding Taxes," better known as the "EU FASTER.
Should investors and asset managers also have a say or even a say in the sustainability policies of companies? Randy Pattiselanno talks more about that in his latest column on Investment Officer.
The November 22 House of Representatives elections are approaching. For DUFAS an important moment to strengthen our advocacy and to strengthen ties with politicians. Therefore, we traditionally organized an election debate together with the Dutch Banking Association (NVB) and the Dutch Association of Venture Capital Companies (NVP).
In early November, Jeroen van Wijngaarden started as DUFAS' new managing director. His first two weeks have already passed and he is working at full speed. Jeroen brings with him a wealth of knowledge and experience. Not only in the field of complex files, spokesmanship and building and maintaining relationships, but also with his years of legal and public affairs background in the business world. To get to know him better, we asked Jeroen a few questions.
On Oct. 20, we responded to a consultation from the Ministry of Finance on the actual return box 3 bill. DUFAS is pleased that there is a draft bill proposing a tax on the actual return for income and assets in box 3. It is important for savers and investors to be able to set aside their money to build up a good provision for later. A levy on actual returns should prevent taxation from being the guiding factor in wealth-building choices.
Together with the Dutch Banking Association (NVB), we advocate in a joint statement the introduction of a "light" regime for non-complex, well-spread and diversified investment products at the European level. The statement follows the proposals for a Retail Investment Strategy published by the European Commission (EC) on May 24.
Member of Parliament Jeroen van Wijngaarden will become the new general director of DUFAS. He will succeed Iris van de Looij from November 1, who earlier this year expressed her wish to return to a position in the sector itself. Jeroen will therefore take his leave from the Lower House on Oct. 27 before starting this new role.
