Latest Publications
3W is an enhanced web-based service providing users with up to date details of changes impacting the distribution of cross-border funds. 3W covers many key jurisdictions from a regulatory, tax and fund distribution perspective.
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In a context marked by in-depth legal and regulatory changes, the Luxembourg Stock Exchange is a world-class player offering an attractive international listing marketplace for a large range of securities. With 3,127 listed issuers coming from 103 countries, the Luxembourg Stock Exchange meets capital market player's needs as a result of a 80-year old experience, high quality products and services as well as fast, customer-oriented and secure processes.
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This issue of the Technology Forecast examines the impact of Internet of Things trends on businesses and the IT organization. It analyzes how businesses now have the ability to continue the relationship with customers after the sales transaction by helping them achieve the goals for which they buy the products.
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The recent period of extreme market volatility and illiquidity has highlighted the continued importance of having reliable valuations processes. In that context, AIFMD is imposing a set of new requirements that the Asset Management industry will have to cope with.
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The total number and value of global banking M&A transactions has declined steadily over the past few years. If 2007 represented the end of the bull market for banking M&A, then 2008 and 2009 were defined by a wave of nationalisations and rescue transactions. Since then banking deals have cooled, although M&A has remained a vital tool for adaptation, retrenchment and reform.
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Human Resources are facing complex systems, fast evolving environments, difficulties in managing the recruitment process and demographic changes. The Job Grading process provides you with a basis for decisionmaking and a structure in different HR areas, including compensation management, personnel development, mobility and career as well as succession planning.
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Coordinating and compiling Financial Statements is a challenge. The regulatory framework is continuously changing and it is increasingly complex to cope with all the new Investment Fund’s Financial Statements disclosure requirements imposed by Luxembourg legal and regulatory framework but also by foreign regulations where the fund is registered for distribution.
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In an ever changing fast paced competitive business environment, it is more important than ever not only to manage challenges but also be able to adapt your organisation while taking advantage of them. Understanding the underlying drivers of your industry and the evolving forces of change are fundamental in developing a successful and consistent strategy.
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The 2013 edition provides the top 50 cross-border management groups, including the different domicile platforms they use for international sales and highlights the evolution of cross-border distribution, the hot spot targets in 2012 and the key target markets of leading fund domiciles. In addition, this year, we have benchmarked cross-border funds against all European funds, (type of fund and various asset classes), as well as the origin of the top 50 groups.
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We help you enhance public services and deliver competitiveness in a period of economic and financial crisis through strategy and policy advice, support to modernisation of the institutions and audit services.
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Dealing with an international succession can be a trying and complex experience for your heirs.
Careful estate planning is the best way to preserve your assets and prepare your heirs for the challenge awaiting them: passing on your legacy to the next generation.
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The European Institutional Investors poster provides a quick, yet comprehensive overview of the European institutional market including the size and structure of the market, the asset allocation breakdown, the top locations and the largest investors. The poster also highlights the country origins and destinations of European portfolio investments outside Europe.
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In 2013, the government will pass a law providing a clear position on archiving rules and conditions (authenticity, reliability, integrity, traceability), the creation of 2 new status for operators offering digital records conservation and dematerialisation (PSDC-C & PSDC-D), as well as the equivalence of paper and digital copies.
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The Alternative Investment Fund Managers Directive (AIFMD) sets out rules for authorisation, ongoing operation and transparency of alternative investment fund managers. These rules require major changes to the structures, strategies and operations of fund managers and funds in the non-UCITS sphere including all sectors - i.e. hedge funds, private equity, real estate/infrastructure and other non-UCITS investment products. These changes need to be embedded in short order. Given the substantial amount of change required to meet AIFMD and the short timeframe involved, we recommend undertaking a project with clear phases to implement AIFMD requirements.
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The OECD has defined a standard audit file format (Standard Audit File for Tax (SAF-T) for tax audits and a standard set of tests to be performed during an audit. Many OECD countries are considering the feasibility of implementing SAF-T and some have already begun.
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A clear understanding of your tax liability.
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Optimism has returned to Europe's real estate industry. Sentiment among industry leaders about the prospects for their businesses is more positive than at any time since 2008, despite the uncertain macroeconomic outlook. Equity for investment in prime commercial real estate is expected to increase, but bank debt is predicted to contract further.
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