Asset and Wealth Management Regulatory Update — July to September 2024

Our Asset and Wealth Management (AWM) regulatory update for the period July to September 2024 offers insights into various regulatory topics impacting AWM firms. This edition delves into key developments and issues relevant to the AWM industry, including:

• ESMA guidelines for ESG and sustainability terms in fund names: the European Securities and Markets Authority (ESMA) has introduced guidelines on the use of environmental, social and governance (ESG) and sustainability terms in fund names
• The new ELTIF 2.0 Regulatory Technical Standards (RTS): an overview of the updated regulatory technical standards for the European Long-Term Investment Fund (ELTIF) 2.0.
• ESMA’s guidelines on liquidity management tools: an examination of ESMA’s guidelines on liquidity management tools for undertakings for collective investment in transferable securities (UCITS) and open-ended alternative investment funds (AIFs).
• The Euronext Dublin corporate governance code: a review of the latest corporate governance code introduced by Euronext Dublin.