Insights

An overview of California's climate disclosure requirements

ESMA seeks clarity on crypto-asset regulation: reverse solicitation and classification of crypto-asset as financial instruments

The Markets in Crypto-Assets (“MiCA”) Regulation is nearing its implementation, and the European Securities and Markets Authority (“ESMA”) released two crucial consultation papers on January 29th. The first one focuses on reverse solicitation and the other on the classification of crypto assets as financial instruments in light of the Markets in Financial Instruments Directive II (“MiFID II”). This article provides an overview of the insights they offer.

Why do carve-outs thrive in high-interest economies?

Daniel Vijselaar, Global Head of Strategic Development Boudewijn Korten, North Europe Sales Director The growing popularity of carve-out transactions in a high-interest rate macro-economic environment reflects the increasing strategic relevance and effectiveness of this approach in various industries.

EU Council and Parliament strike a deal on stricter AML rules

On January 18 2024, the European Council and European Parliament reached an agreement on the final details surrounding stricter anti-money laundering (“AML”) rules in the EU, further to its AML package.

How to navigate sidecars in reinsurance and insurance-linked securities

Andrew Franklin, Vice President Insurance Fund Services Sidecars have become an integral feature in the landscape of reinsurance and insurance-linked securities (“ILS”) over the last decade. These special purpose vehicles (“SPVs”), established to enable investors to assume insurance risk in exchange for a share of the premiums and profits, have developed into an innovative method for insurers to transfer risk and raise capital while providing a lucrative investment opportunity for those with the appetite for it.

What is driving demand for greater private asset valuation frequency?

We are seeing a demand for more frequent valuations of private assets from our closed-end clients, primarily driven by greater liquidity requirements. What is traditionally a quarterly reporting cycle has now been reduced to monthly cycles, and depending on the asset class, even daily and weekly cycles are becoming a common ask.

Bermuda regulatory updates Q4 2023

Our latest report on Bermuda will bring you up to speed on relevant updates and regulatory developments that took place during the fourth quarter of the year.

SailGP adopts Apex Group's Women's Accelerator Program to advance inclusion in the world of sport

SailGP, a global leader in purpose driven and sustainable sport, and its Exclusive Financial Solutions Partner, Apex Group, have today launched the league’s first ever Women’s Accelerator Program. Having signed a new three-year sponsorship deal in June 2023, SailGP and Apex Group have been working together to bring the latter’s change-making Women’s Accelerator Program into the world of sport for the first time.

How technology can be used by private equity investors for ESG innovation

Asset managers and investors are leveraging technology and data to develop cutting-edge methods for environmental, social, and governance (“ESG”) strategies. By embracing ESG principles, companies can improve their long-term performance and create lasting value for their stakeholders and the environment.

6 reasons why it may be time to switch your financial services provider

Transitioning to a new financial services provider can be a daunting prospect, but our research indicates that priorities around technology and scalability are increasingly driving managers to switch.

Financial services industry outlooks 2024

As we look to the year ahead, our experts share their insights and predictions for the trends and drivers that will shape 2024.

What is the purpose of the CSRD?

At the core of the EU Action Plan on Sustainable Finance, the Corporate Sustainability Reporting Directive ("CSRD") mandates that companies publicly disclose their environmental and social impact. The objective is to establish a framework that ensures that the disclosed sustainability data is comparable, relevant, and reliable.