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Asset Management Library - Ernst & Young - Luxembourg

Asset Management Library

General publications

 

cover of investment funds 2009

Investments Funds in Luxembourg - A technical guide - September 2009

Ernst & Young Luxembourg's technical guide entitled Investment Funds in Luxembourg provides an introduction to Luxembourg as a centre for investment funds, the types of funds available and a summary of the regulations applicable to the formation and operation of funds. It also covers the regulations applicable to management companies based in Luxembourg.


 

Cover Opportunity in adversity for Financial Services

Opportunities in adversity - Accelerating the change for financial services organizations

The impact of the current economic crisis has been felt hardest among financial institutions (pdf 4.93 mb) and has demonstrated this industry's centrality to the economy of not only nations but the whole globe. The financial services sector has also been one of the quickest to react.


 

Cover:2009 Ernst & Young business risk report Asset management

The 2009 Ernst & Young business risk report Asset Management

An evaluation of the top 10 risks (pdf 4.07 mb) most likely to affect asset management companies during 2009 and shape the industry.


UCITS

 

Cover publication Ucits IV: Transforming the European investment fund industry

UCITS IV - Transforming the European investment fund industry

The European Parliament adopted UCITS IV in January 2009. This publication oultines the enhancements to the UCITS Directive and the challenges of implementing these for asset management groups and service providers.


 

Cover of Risk management process for investment funds

Risk Management process for investment funds

Recent turmoil in financial markets and investor uncertainty have emphasized the need for robust risk management processes(pdf 1.43 mb).


 

Cover Ucits III Risk Management - CSSF 07/308 guide

UCITS III risk management - CSSF 07/308 guide

The Luxembourg Commission for the Supervision of the Financial Sector (CSSF) has issued a Circular (CSSF 07/308) on the use of a risk management method (pdf 592.39 kb), as well as the use of derivative instruments.


Alternative Investment Funds

 

Cover of our SIF law publication (English)

The Luxembourg Specialized Investment Fund

Luxembourg introduced a law for investment funds to be distributed to "informed investors" in February 2007. The Law on Specialized Investment Funds ("the SIF Law") significantly simplifies the rules for setting up fund structures such as hedge funds, real estate funds and private equity funds, greatly enhancing Luxembourg as a "domicile of choice" for such products. It replaced the 1991 institutional investor fund law (the 1991 Law).


 

Hedge funds 2008 publication

Hedge Funds in Luxembourg - A technical guide - April 2008

Hedge Funds in Luxembourg 2008 technical guide provides an introduction to Luxembourg as a location for hedge funds, and a comprehensive guide to the setting up and running of Luxembourg hedge funds along with details of the key regulations applicable.


 

Cover Global Hedge Fund Survey 2009

Global hedge fund survey - Weathering the storm

The purpose of this 2009 study (pdf 369 kb)was to record the views and opinions of hedge funds globally to understand how market forces and the changing regulatory landscape are affecting them and what actions they are taking to prepare for the future.


Tax issues

 

Tax alert

Luxembourg Investment Funds and VAT impact as from April 1st, 2007

The Luxembourg VAT authorities have expressed their interpretation of the ECJ decisions regarding the taxable status of investment funds and the scope of the VAT exemption (pdf 534 kb) relating to management services provided to investments funds.


Management company

 

Cover 2008 Management company survey

2008 Management company survey

Between September and November 2008, Ernst & Young Luxembourg conducted detailed interviews with representatives of Luxembourg management companies (ManCos).


Investment firms

 

Cover Basel II - Pillar 2 / ICAAP

Basel II - Pillar 2/ ICAAP - Assessing your capital resources

Basel II/CRD/CSSF circular 07/301 (pdf 592.39 kb) has clarified the requirements that banks and investment firms need to comply under Pilar 2 and, more specifically, the Internal Capital Adequacy Assessment Process (ICAAP).


Pension funds

 

Cover Pan-European pension funds in a future world

Pan-European Pension Funds in a Future World

The importance of pan-European pension funds (pdf  4.68 mb) may easily be overshadowded by the current turbulence on the global financial markets. What is the best location for pan-European pension funds?.


 

Cover Luxembourg Financial Connection Issue 12 63X82

Luxembourg Financial Connection Issue 12

The Luxembourg Financial Connection is our newsletter on developments in the Financial Services Industry from a Luxembourg perspective, focusing in particular on the regulatory regimes and market trends. Each issue includes numerous Luxembourg, EU, national & international articles and new items.


 

Cover: Asset management insights

Asset Management insights - issue 13, September 2009

This is an industry-focused thought leadership catalogue(pdf 972 kb) featuring selected publications from Ernst & Young global Asset Management.


 

Cover European regulated funds news August 2009

European regulated funds news - August 2009

This newsletter covers developments in accounting, regulatory, tax and other areas of relevance to the European regulated funds industry(pdf 568 kb)


 

Cover Asset Management insights July 09

Asset Management insights - issue 12, July 2009

This is an industry-focused thought leadership catalogue (pdf 580 kb) featuring selected publications from Ernst & Young global Asset Management.


2009

new Les nouveaux défis den la gestion d'actifs - des pressions antagonistes
Luxemburger Wort, 22 September 2009

 AIFM directive: a Luxembourg perspective
Business Review, September 2009

 UCITS IV - La transformation de l'industrie européenne des fonds d'investissement
Agefi Luxembourg, July 2009

Panorama de la fraude au Luxembourg et en Europe occidentale
Agefi Luxembourg, June 2009

UCITS IV : transforming the European investment fund industry
Business Review, April 2009

Que retenir de la crise des sub-primes et du crédit au niveau de l'administration des fonds d'investissement?
Agefi Luxembourg, March 2009

Calls for more regulation of hedge funds - The Rasmussen and Lehne resolutions
LFR, January 2009

Sociétés de gestion : vers une gestion qualitative du risque
Revue Banque, January 2009

Sociétés de gestion : vers une gestion qualitative du risque
Agefi, January 2009

2008

Management company in Luxembourg: operating models and risk managment
Funds Europe
, December 2008

Une gestion qualitative des risques pour prendre en compte la réalité des modèles opérationnels (pdf  578,35 kb).
D'Wort, 23 September 2008

Les inducements passeront-ils l'hiver?
AGEFI Luxembourg, September 2008

La classification des fonds "sophistiqués", un faux débat? 
Agefi Luxembourg, May 2008

Hedge Funds: challenging the changes (pdf  2436 kb).
Paperjam, May 2008

Luxembourg: an expanding domicile for alternative investments (pdf  1256,04 kb).
Alternative Investment Review, May 2008

Apports de la loi FIS à l'industrie des fonds alternatifs
Agefi Luxembourg, January 2008

Asset Management Overview

News

Contacts

icon envelope  Michael Ferguson  
Luxembourg Head of Asset Management and European Regulated Funds Leader
icon telephone + 352 42 124 8376

All Asset Management contacts 

Cover Luxembourg Financial Connection Issue 12 63X82 Luxembourg Financial Connection - Issue 12

Download our latest issue (pdf, 3mb)  (September 2009).

 

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