UCITS

ESMA publishes follow-up report to the peer review on the Guidelines on ETFs and other UCITS issues

Retrieved on: 
Sunday, June 11, 2023
Review, Investment fund, ETF, National, European Securities and Markets Authority, Undertakings for Collective Investment in Transferable Securities Directive 2009, Exchange, DE, EFSA, UCITS, AMF, ESMA, Instrument, Guideline, Stochastic dominance, CSSF, Financial adviser, Property management, EU, Federal Financial Supervisory Authority

ESMA publishes follow-up report to the peer review on the Guidelines on ETFs and other UCITS issues

Key Points: 
  • ESMA publishes follow-up report to the peer review on the Guidelines on ETFs and other UCITS issues
    The European Securities and Markets Authority (ESMA), the EU’s financial markets regulator and supervisor, has today published its follow-up report to the peer review on the Guidelines on ETFs and other UCITS issues.
  • At the same time, ESMA notes that there are still concerns in relation to the level of costs for some UCITS using Efficient Portfolio Management techniques.
  • The report assessed if BaFin (DE), EFSA (EE), and CSSF (LU) improved their practices based on the 2018 peer review findings and recommendations.
  • Next steps
    NCAs are expected to continue monitoring the effective application of the Guidelines and the effectiveness of the supervisory practices implemented taking supervisory action when needed.

Chatham Hires Jennifer McLellan as a Managing Director in Global ISDA and Regulatory Practice

Retrieved on: 
Tuesday, June 6, 2023
Professional Services, Finance, Consulting, Asset Management, Banking, Accounting, University, LBO valuation model, ISDA, Real estate investment trust, FX, OTC, UCITS, Knowledge, Paris-Sud University, Financial services

Chatham Financial, a global leader in financial risk management advisory and technology solutions, is pleased to announce Jennifer McLellan is joining the company as a Managing Director in the global OTC derivative instruments, ISDA and regulatory practice.

Key Points: 
  • Chatham Financial, a global leader in financial risk management advisory and technology solutions, is pleased to announce Jennifer McLellan is joining the company as a Managing Director in the global OTC derivative instruments, ISDA and regulatory practice.
  • Jennifer established a leading practice in 2011 for law firm Dickson Minto, where she was the Head of Derivatives before joining Chatham.
  • Jennifer brings hands-on knowledge in navigating complicated cross-border M&A leveraged deals, including some of the largest European LBOs.
  • “Chatham is unrivalled in the market for their scale and coverage, and I have personally experienced their first-class approach to client service,” said Jennifer.

EQS-News: JPMorgan ETFs (Ireland) ICAV: Update to Supplements

Retrieved on: 
Saturday, May 27, 2023
UCITS, ESG, JPMorgan Chase, URL, ICAV, Security (finance)

The issuer is solely responsible for the content of this announcement.

Key Points: 
  • The issuer is solely responsible for the content of this announcement.
  • JPMorgan ETFs (Ireland) - Update to Supplements: Shareholder Notice - effective from 9 June 2023
    This is to notify you that the supplements for following Sub-Funds will be updated, with effect from 9 June 2023:
    JPMorgan ETFs (Ireland) ICAV - Global Emerging Markets Research Enhanced Index Equity (ESG) UCITS ETF.
  • To view the full document including the options available to Shareholders, please paste the following URL into the address bar of your browser.

JPMorgan ETFs (Ireland) ICAV: Update to Supplements – 2

Retrieved on: 
Friday, May 26, 2023
UCITS, ESG, JPMorgan Chase, URL, ICAV

JPMorgan ETFs (Ireland) - Update to Supplements: Shareholder Notice - effective from 9 June 2023

Key Points: 
  • JPMorgan ETFs (Ireland) - Update to Supplements: Shareholder Notice - effective from 9 June 2023
    This is to notify you that the supplements for following Sub-Funds will be updated, with effect from 9 June 2023:
    ·     JPMorgan ETFs (Ireland) ICAV - Global Emerging Markets Research Enhanced Index Equity (ESG) UCITS ETF.
  • To view the full document including the options available to Shareholders, please paste the following URL into the address bar of your browser.

ESMA calls for legislative amendments to prevent undue costs in funds

Retrieved on: 
Thursday, May 18, 2023
Steps, Industry, European Securities and Markets Authority, Civil service commission, Opinion, Policy, RIS, European Commission, Thema International Fund, UCITS, ESMA, Cryptocurrency, EU

ESMA calls for legislative amendments to prevent undue costs in funds

Key Points: 
  • ESMA calls for legislative amendments to prevent undue costs in funds
    The European Securities and Markets Authority (ESMA), the EU’s financial markets regulator and supervisor, has published an Opinion to the European Commission with suggested clarifications of the legislative provisions under the UCITS Directive and the AIFMD relating to the notion of “undue costs”.
  • Verena Ross, Chair of ESMA, said:
    “If we want to enhance retail investors’ participation in capital markets, we should ensure that the expected return of investment products isn’t impacted by undue costs.
  • With its Opinion to the European Commission on undue costs in funds, ESMA calls for legislative amendments to the UCITS Directive and the AIFMD.
  • By further harmonising the notion of undue costs among Member States, the proposal aims at preventing investors from being charged with undue costs and ensuring appropriate compensation for investors."

Granahan Investment Management Hires Kelvin Jiang, CFA, as Portfolio Manager

Retrieved on: 
Monday, May 15, 2023
Columbia University, Calamos Investments, Fintech, Semiconductor, JPMorgan Chase, CFA, MBA, Kellogg School, Internet, Entrepreneurship, Investment, UCITS, Monarch, Growth, ESG, Granahan, Northwestern University, Software, Cryptocurrency, Management

WALTHAM, Mass., May 15, 2023 /PRNewswire/ -- Granahan Investment Management, LLC, an employee-owned SEC-registered small cap growth equity specialist, today announced the appointment of Kelvin Jiang, CFA, as portfolio manager.

Key Points: 
  • WALTHAM, Mass., May 15, 2023 /PRNewswire/ -- Granahan Investment Management, LLC, an employee-owned SEC-registered small cap growth equity specialist, today announced the appointment of Kelvin Jiang, CFA, as portfolio manager.
  • Before joining Granahan, Jiang was a portfolio manager and senior equity analyst for Monarch Partners Asset Management, where he focused on investments across small cap, micro cap, and SMID cap strategies.
  • At Monarch, Jiang covered the technology sector, including semiconductors, software, IT services, communication services, fintech, Internet, digital media, and e-commerce firms.
  • "Kelvin is an experienced portfolio manager, with deep expertise in technology, a key area of focus for Granahan.

Lyxor MSCI Europe ESG Climate Transition CTB (DR) UCITS ETF - Acc: Net Asset Value(s)

Retrieved on: 
Wednesday, May 10, 2023
UCITS, ETF, Security (finance)

Lyxor MSCI Europe ESG Climate Transition CTB (DR) UCITS ETF - Acc: Net Asset Value(s)

Key Points: 

Lyxor MSCI Europe ESG Climate Transition CTB (DR) UCITS ETF - Acc: Net Asset Value(s)
NUMBER OF SHARES IN ISSUE: 147406
Dissemination of a Regulatory Announcement, transmitted by EQS Group.
The issuer is solely responsible for the content of this announcement.