Insights

What we are reading, writing and watching.

Blog Post

Pounds, Percentages and the End of RIY: Presenting Costs under CCI

Gentijana Begu and Jeet Doshi set out how the Product Summary reshapes cost disclosure under the UK CCI regime: Reduction in Yield calculations are gone, implicit transaction costs are no longer disclosed, and costs…

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Blog Post

New Q&As added to ESAs’ Consolidated questions and answers on the SFDR and the SFDR Delegated Regulation

Discover key insights from the AMF’s July 2024 audit on promotional literature for UCIs, highlighting issues in ESG compliance among French and…

Newsroom

Zeidler Group Expands Marketing Material Review Tool with Comprehensive US Regulatory Coverage

We are proud to announce the latest upgrade to Marketing Material Review Tool (MMR-Tool) now includes extensive coverage of US marketing communication…

Podcast

ELTIF 2.0: What You Need to Know About the New RTS

Get the latest insights regarding ELTIF 2.0 reforms and Regulatory Technical Standards. Learn about key changes, including derivatives restrictions, asset lifecycle alignment,…

Blog Post

Summary of spot checks on promotional literature for French and foreign UCIs marketed by distributors – focus on ESG aspects

Discover key insights from the AMF’s July 2024 audit on promotional literature for UCIs, highlighting issues in ESG compliance among French and…

Newsroom

ESAs Release Updated Consolidated Q&A on SFDR and Delegated Regulation

The 15 new Q&As address topics such as disclosures on principal adverse impacts, methods for calculating Taxonomy-aligned and sustainable investments, the treatment…

Blog Post

ELTIF 2.0: Understanding the New Regulatory Technical Standards

Discover the latest updates in European Long-Term Investment Funds (ELTIF) with ELTIF 2.0. Peter Sherwood explores the new regulatory standards, including eligible…

Podcast

SFDR in Focus: Insights from Recent Assessment and Consultations

Explore the Sustainable Finance Disclosure Regulation (SFDR). We discuss the recent comprehensive assessment of the SFDR framework, unpacking key findings from the…

Newsroom

Zeidler Group Announces Major Enhancements to Global Knowledge Hub for Improved User Experience

We are delighted to announce major upgrades to our Global Knowledge Hub (GKH). Enhancements include an interactive world map, content overview, interactive…

Newsroom

Global ETF Specialist VanEck Becomes New Client for Zeidler Group’s AI-based Marketing Material Review Tool

VanEck will now use the Marketing Material Review Tool (MMR-Tool) to automatically review investment fund marketing materials for compliance in each relevant…

Newsroom

Zeidler Group Strengthens Marketing Material Review Tool by including Swiss Marketing Communication Rules

We are proud to announce that the latest enhancement to our Marketing Material Review Tool (MMR-Tool) now includes comprehensive coverage of Swiss…