Finlac Risk & Legal Management’s Post

Check my latest column for the Financial Investigator. It delves into the idea that, for diversified portfolios, strategy holds greater significance than asset selection. https://lnkd.in/d5EfPbcx

Dr Hendrik Leber talks about our ACATIS Aktien Global Fonds in the new video and answers the following questions: - With the ACATIS Aktien Global Fonds you invest according to modern value criteria. What is special about your „Buffett 2.0“ approach? - The fund has been around since 1997 and is a popular basic investment. What should investors know about it? - What are the latest developments in the fund? See for yourself... Further information on the ACATIS Aktien Global Fonds can be found on our website: https://lnkd.in/e_bnJBsR #ACATIS #HendrikLeber #Buffett #ValueInvesting #ValueFunds

Excellent article on the potential of -and appetite for- the new #ELTIF regime, provided however the technical standards stay true to the objectives of the Level 1 text and provide enough flexibility. Otherwise the chances are that the ELTIF 2.0 will meet the same fate as the stillborn #PEPP. Article in NL. https://lnkd.in/ehVjfkA5 De Tijd Peter Van Maldegem Gwen Lehane #funds EFAMA #privatemarkets #CMU

Source of reference: ❗️💉 📍🧮 ⚖️📌💉Austria, Vienna, Report 2018-10-19. Report of the Finance Committee. 323 of the supplements to the stenographic minutes of the National Council XXVI. GP On motion 387/A from Member of Parliament's Karlheinz Kopf, Hermann Brückl, colleagues regarding a federal law with which the federal law on the entry into force of Regulation (EU) 2017/2402 establishing a general framework for securitizations and creating a specific framework for The simple, transparent and standardized securitization (STS Securitization Enforcement Act - STS-VVG) is enacted and amended by the Financial Market Supervisory Authorities Act, the Investment Fund Act 2011, the Alternative Investment Fund Manager Act, the Insurance Supervision Act 2016, the Stock Corporation Act, the Real Estate Investment Fund Act and the Banking Act. Motion 143/A(E) from Member of Parliament Josef Schellhorn, colleagues regarding financing of small and medium-sized enterprises by rethinking capital market policy. Report available in German.

We are thrilled to announce the launch of our two new funds, expanding our portfolio to five funds under management! With a combined asset value surpassing CHF 240 million, these additions underscore our commitment to innovation and sustainability in investment management. The new funds are characterized by the following features: HMTS Equities Value ESG Small & Mid Caps fund: this German mutual fund in EUR focuses on value-oriented companies with a market capitalization of less than EUR 10 billion that meet strict ESG criteria (environment, social, governance). The fund pursues a dual objective: financial return and a positive impact on the environment and society. The selection of investment securities is based on clear ESG criteria. HMTS Swiss Dynamic Yield Fund: This Swiss securities fund in CHF invests exclusively in Swiss Confederation bonds and Swiss mortgage bonds of various maturities as well as in derivatives. This targeted focus allows investors to benefit from the stability and creditworthiness of the Swiss financial and economic market. The fund aims to achieve long-term capital growth by investing in a broad range of high-quality bonds and mortgage bonds. In doing so, it relies on active risk management. The main objective of the fund is to achieve long-term growth through a diversified investment strategy. The fund is aimed in particular at institutional investors. Further information on all HMTS funds can be found at www.hmts.ch/fonds.

Johannes Hesche, Head of Qualitative Portfolio Management at ACATIS Investment, answers the following questions in the new video on the ACATIS Value Event Fonds: - Please briefly explain the fund concept. - What does „event“ stand for in the fund name? - What criteria do you use to select securities for the fund? - What makes the fund unique? See for yourself... Further information on the ACATIS Value Event Fonds can be found on our website: https://lnkd.in/enHNgq8Q #ACATIS #ValueInvesting #ValueFunds #BalancedFunds

Handbuch für Investoren Free plus Shipping - Florian Günther Book (printed). Are you looking to enhance your investment knowledge and strategies? Florian Günther’s Handbuch für Investoren is your comprehensive guide to successful investing. For a limited time, you can get your printed copy for free – just cover the shipping costs. In the Handbuch für Investoren, you’ll find: - Proven investment strategies and techniques. - Insights into market trends and analysis. - Practical advice for building and managing a successful investment portfolio. - Tips on risk management and financial planning. - Real-world examples and case studies. This book is perfect for both new and experienced investors looking to improve their financial acumen and achieve greater success in the market. Don’t miss out on this valuable resource. Get your free copy of Handbuch für Investoren today – just pay for shipping. #Investing #Finance #InvestorsGuide #FinancialFreedom #InvestmentStrategies #FlorianGünther https://lnkd.in/dTCxbQCD

REMIT II is here 📈 Algorithmic trading is now covered by REMIT II! Many thanks to Tialda Beetstra for signaling this important development. Stay tuned for her updates on the interface between algorithmic trading, competition law, and REMIT II in the energy sector. #remit #eulaw #algorithmictrading

𝐌𝐀𝐑 𝐋𝐢𝐬𝐭𝐢𝐧𝐠 𝐀𝐜𝐭 𝐌𝐚𝐫𝐤𝐮𝐩 𝟐𝟎𝟐𝟒 The EU has finally agreed on a final wording of the #ListingAct (https://lnkd.in/gtvwKAYD) that will i.a. reform the #MAR (#MarketAbuseRegulation) (EU No 596/2014). I had shared a mark-up on LinkedIn last year and I have updated it now showing the changes vis-a-vis the current version (save for compiling mistakes I might have made). The mark-up saves you from the work but not from the disappointment that there will hardly be the de-regulation we had all hoped for. The only good news is that Dr. Jörgen Tielmann and I will not have to change a lot in our Capital Markets chapter in Backhaus/Tielmann, Der Aufsichtsrat (https://lnkd.in/gBRJUHc3). Feel free to share - #capitalmarkets #MMMVO #Aufsichtsrat #BackhausTielmann #insider #marketabuse

The #EIS is a fantastic way to invest and empower the #UKEconomy, while receiving #TaxBreaks at the same time. It is a well-established part of the UK tax landscape for investors, due to the numerous #TaxIncentives for the short, medium and long-term. Click this link to request a complimentary guide and learn more: https://lnkd.in/emzufwmN Quant Capital Markets | Your Trusted Partner | https://lnkd.in/d5UK84h | 020 3950 7343 | info@quantplus.co.uk #AlternativeInvestments #AlternativeInvesting #Investments #SEIS #QuantCapitalMarkets