Case Studies

Our case studies illustrate how we help asset managers and asset servicers to master global fund distribution

12 Total Case Studies

2 results found

On "marketing-communication"

Case study 5

Marketing material compliance for multiple jurisdictions

Tier 3 Luxembourg asset manager
Business need

Tier 3 Luxembourg asset manager already distributing its funds in several EU and non-EU markets was concerned about the risk of failing to comply with non-harmonised local marketing material rules.

FundGlobam's role
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

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