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Asset Management and Investment Funds Publications

Read our briefing notes, updates and articles on the main issues affecting the Irish and European investment fund industry.

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Matheson's Asset Management and Investment Funds Department produces updates and briefing notes on the main issues affecting the Irish and European investment fund industry, together with information on Ireland as an international fund domicile and establishing investment funds in Ireland, which may be downloaded below.

Updates

Updates - provide key information on the latest legal and regulatory developments impacting the investment funds industry.
Sustainable Finance Next Steps for Investment Funds - July 2021 PDF | 389 KB Cross Border Distribution of Funds - July 2021 PDF | 557 KB Central Bank of Ireland Proposed Guidance on Outsourcing - July 2021 PDF | 360 KB Central Bank of Ireland Dear Chair Letter on Liquidity Risk Management - July 2021 PDF | 406 KB The Irish Investment Limited Partnership - March 2021 PDF | 1 MB Enhancements to Irelands Investment Limited Partnership December 2020 PDF | 935 KB Brexit Checklist for Fund Managers - December 2020 PDF | 1 MB

2020

Central Bank of Ireland Confirms Fast-Track Process for SFDR Updates - November 2020 PDF | 1.00 MB UK Temporary Permissions Regime - October 2020 PDF | 545.00 KB ESMA Recommendations on the Review of the AIFMD - October 2020 PDF | 985.00 KB Sustainable Finance Update - October 2020 PDF | 609.00 KB Central Bank of Ireland Adds to Pre-Approval Controlled Function Roles - October 2020 PDF | 942.00 KB Outcome of Central Bank of Ireland CP86 Thematic Inspection - October 2020 PDF | 663.00 KB ESMA Promotes Supervisory Convergence on the Supervision of Costs June 2020 PDF | 630.00 KB Sustainable Finance Update - June 2020 PDF | 646.00 KB COVID-19 Implications for Investment Funds and Fund Management Companies - May 2020 PDF | 964.00 KB ESMA SFTR Reporting Guidelines - April 2020 PDF | 418.00 KB Central Bank of Ireland PRISM Review - April 2020 PDF | 408.00 KB Central Register of Beneficial Ownership for ICAVs and Unit Trusts - March 2020 PDF | 413.00 KB Sustainable Finance and Investment Funds March 2020 PDF | 679.00 KB Cybersecurity Central Bank of Ireland Expectations - March 2020 PDF | 421.00 KB Notice of Intention to Create New Pre Approval Control Functions - February 2020 PDF | 419.00 KB Central Bank Authorisation Process Increased Scrutiny of Certain Assets - January 2020 PDF | 407.00 KB Central Bank of Ireland Priorities for Investment Funds 2020 - January 2020 PDF | 420.00 KB

2019

CP86 and Irish Managment Companies - November 2019 PDF | 238.00 KB ESMA Guidelines on Liquidity Stress Testing - September 2019 PDF | 131.00 KB Central Bank of Ireland Consultation on Errors in Investment Funds - September 2019 PDF | 174.00 KB Central Bank of Ireland Letter on Liquidity Management - August 2019 PDF | 142.00 KB Brexit - Where Are We Now PDF | 575.00 KB Updated Central Bank Guidance on Financial Indices - August 2019 PDF | 105.00 KB Matheson Investment Funds Update - Central Bank of Ireland Responds to Industry Brexit Queries March 2019 PDF | 812.00 KB