State Street’s Post

Raise your capital in Europe with the right support!

Capital raising in Europe can seem daunting for US investors and I imagine there are more than a few compliance teams that wince when the subject is raised. It is true that despite Europe’s strong investor base among other benefits, European alternative fund regulations are among the most demanding in the world. That said with the right support the process can be relatively pain free. Get in touch with Ocorian’s business development team in the US to discuss your European requirements and find out how we can guide you through the process.

𝗔𝘄𝗮𝗿𝗱𝗲𝗱 𝗘𝘂𝗿𝗼𝗽𝗲’𝘀 𝘁𝗼𝗽 𝗮𝘀𝘀𝗲𝘁 𝗺𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝗳𝗶𝗿𝗺 𝗯𝘆 𝗜𝗻𝘀𝘁𝗶𝘁𝘂𝘁𝗶𝗼𝗻𝗮𝗹 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿 🏆🥇 We often talk about the importance of being an active and long-term owner. It’s encouraging to see our portfolio companies also value these relationships 🤝   Emma Straw, Senior Originator Corporate Access, and Global Head of Corporate Access and Research, Edward Young, were on hand to collect the award. Institutional Investor is one of the leading providers of independent performance validation. The firm’s research rankings are highly coveted 🌟   The award was based on a survey which asked investor relations officers (IROs) from 300 European companies to identify the best asset management firms in five categories: 🔹 Best Active Engagement to Support & Encourage Long-term Business Plans 🔹 Efficient Engagement Across Funds 🔹 Knowledge of Your Sector 🔹 Ongoing Feedback 🔹 Transparency   Not only did the fund win three individual categories, we also won overall. We are very proud of this acknowledgement of our teams and departments in Norges Bank Investment Management, congratulations to all of you! 🥳🎉 #Award #AssetManagement #Oljefondet #IRO #NorgesBankInvestmentManagement

How does the #funds landscape in #Mauritius benefit asset managers in South Africa? Here's an overview: https://bit.ly/3ULHZIe

Bridging Borders, Building Investments: At Trigon Asset Management, we believe proactive solutions pave the way for lasting partnerships. In a few days we welcome the start of spring and also in April we mark the 6th year anniversary since making our New Europe fund more available for international Investors through a Luxembourg based management company. Since then, we have seen a significant increase in assets under management, a testament to the success of prioritizing transparency and accessibility for our Investors. - Luxembourg is Europe`s hub for fund management: 2# globally for total aggregate AUM with EUR 5.8 trillion (as of 2021) - Stringent Regulatory Framework: A robust regulatory environment, ensuring investor protection and adherence to the highest standards. - Transparency & Efficiency: Strict reporting requirements provide investors with clear and timely information about their investments. - Global Recognition: The Luxembourg fund industry is recognized and respected worldwide, fostering confidence and stability.   It wasn't the easiest path, but our commitment to bringing investors closer to emerging opportunities will always fuel our actions.   Trigon Asset Management - Partner of choice for Emerging Europe opportunities   #LuxembourgFunds #regulatorycompliance #transparency #investorprotection #ruleoflaw #trustedpartner #InvestorFirst #CEEInvestment #LuxembourgManagement #ProactiveSolutions #Transparency #GrowthPartnership Read the prospectus and basic information of the fund here https://lnkd.in/dtJNNyWz and consult with an expert.

Our Asset Management and Investment Funds team in Ireland have taken a closer look at the recently released text of the political agreement on the proposed revisions to the Alternative Investment Fund Managers Directive (AIFMD).   Read our advisory which assesses the key changes which will impact full-scope EU AIFMs and next steps in the implementation of AIFMD II here: https://lnkd.in/g5B6esxG   Nicholas Blake-Knox, Damien Barnaville, Eimear Keane, Aongus McCarthy, Claire Winrow, Joe Mitchell

Read more about the key changes to be introduced by AIFMD II in our latest advisory below #aifmd #walkers #investmentfunds

As you consider setting up an investment fund in Europe, after choosing the type of fund you want to establish and the specific European member state, deciding on a ManCo, or Fund Management Company, is the next thing to do. In this latest episode, we delve into the importance of a ManCo in setting up funds to Europe. From navigating the leasing model to crucial governance criteria, learn why partnering with the right firm is essential for success. #ManCo #FundManagementCompanies #Europe #InvestmentFunds

This morning I attended the Malta Fund Management Conference 2024 organised by Camilleri Preziosi Advocates, PwC Malta and Trident Trust. The three entities are FinanceMalta members. The presentation and panel discussions were very insightful, and the topics discussed included the challenges and opportunities of regulatory developments, governance and the future of asset management in Malta. The last topic, which particularly struck me, generated a healthy discussion amongst the panel, consisting of Steven Tedesco, Josef Portelli, CFA, Christian Manicaro, PhD, CFA and Joseph Portelli, with Andrew Caruana Scicluna being the moderator. The following salients points came out: - the Maltese financial services industry should promote Malta as an international financial services centre by focusing on the positives rather than the negatives; - institutions attending international events as an industry can attract more potential investors; -it was highlighted how much FinanceMalta and the Malta Financial Services Authority (MFSA) are transmitting positive energy to the industry through their work; - the industry should develop a strategy to attract and retain talent since this has become a primary challenge for many local financial institutions. Well done to the conference organisers and speakers! The financial services industry needs more events like the one held today.

Setting up onshore is one of the most crucial steps to ensure success of your #capitalraising activity in Europe. But it is not the only one. Traditionally, #investmentfunds are not just bought by investors. Raising capital in #Europe will require some significant #marketing and #solicitation activities for your European investment funds. Here is where a combination of regulatory and commercial considerations come into play. Learn more about the key to success in raising capital in Europe: https://smpl.is/8ho90