Global Asset Management Review: Issue 2

Welcome to the second issue of Global Asset Management Review.

Global Asset Management Review features a collection of articles from partners and other senior practitioners active in the funds, asset management and financial services regulation space. These articles will focus on some of the key regulatory, market and transactional developments across a range of core global jurisdictions.

In this issue we cover:

United Kingdom

• General Update July 2024
• Private funds – July 2024 Market Update
• Does tokenisation mean the retailisation of private funds is inevitable?
• The Overseas Funds Regime – where are we now and what should firms be doing?
• UK Spring Budget 2024
• Significant changes for funds in final rules published as part of UK listing regime reforms

EU

• The EU SFDR and UK SDR examined
• ESMA guidelines on funds’ names using ESG or sustainability-related terms
• The future of the SFDR – views from market participants
• The suitability test under ELTIF 2.0 and investment advice
• Luxembourg VAT treatment of director’s fees

Hong Kong

• Hong Kong OFCs – a rough guide

United States

• The DOL's final fiduciary rule expands the scope of investment advice subject to ERISA
• Updates from US regulatory intelligence

Canada

• Canada’s modern slavery act – what does it mean for private equity and venture capital?

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