Case study 13
Private equity manager's first steps in new emerging investment funds markets
Private equity funds manager
Business need
Private equity fund manager expressed interest for new markets, emerging in the investment funds sphere, inter alia Thailand, Malaysia, Philippines, South Africa, … Managers needed quick answers ...
FundGlobam's role
Results
Case study 12
Ongoing monitoring of distributors, KYD due diligence
UCITS management companies & AIFMs
Business need
A Luxembourgish Asset Manager decided to put in place an comprehensive ongoing monitoring on their distributors across 15+ markets, requesting FundGlobam’s assistance.
FundGlobam's role
Results
Case study 11
AMF requirements on green, sustainable, SRI and ESG products disclosure
EU UCITS funds
Business need
EU UCITS marketing funds labeled green, sustainable, SRI or ESG in France, and wishing to communicate on non-financial criteria have to comply with recent French AMF’s 2020-03 guidelines. A ga ...
FundGlobam's role
Results