Media news Banner 1920 200

News

    2022 07 Sweden

    EFA to open a Nordic Office

    We are excited to announce the opening of EFA’s Nordic office based in Stockholm. After having serviced Nordic Asset Managers for over 15 years, this emphasizes our continued commitment to the region and is a natural next step in our journey to become the leading investor services platform in the Nordics. EFA's clients include some of the most prestigious Nordic Asset Managers. We provide fund administration, transfer agency services and regulatory solutions for both Swedish domestic funds and Luxembourg domiciled funds, in addition to front, middle and back office services for segregated mandates. Download the press release here   Discover here our solutions for Nordic Asset Managers    
    2022 06 SFDR

    Clarifications on the ESAs’ draft RTS under SFDR

    Not a day without a new publication on SFDR! Some clarifications on the ESAs’ draft RTS under SFDR were published yesterday.

    2022 06 ESMA Briefing

    Regulatory Watch: ESMA Briefing

    Regulatory Watch: ESMA issued a very useful supervisory briefing on Sustainability risks and disclosures in the area of investment management.

    2022 05 EET

    EFA will produce EETs (European ESG Template) for its clients

    Either as a part of its ESG services where ESG data fields related to Principal Adverse Impacts or EU Taxonomy metrics and measures are filled in by EFA, or as a stand-alone service based on data provided by clients.  EET files shall be produced for all share classes of your funds. EETs include the ESG target market description of your funds, their ESG characteristics where applicable and all ESG metrics and measures mentioned in the SFDR and EU Taxonomy regulations. The production will start in June so that all asset managers’ counterparties receive the information on time, considering that investor suitability testing including ESG criteria shall start in early August. EET files must therefore be disseminated to the distribution network of your funds before that date. EFA can also support you for the dissemination of EETs.  Please contact us for more information
    2022 04 Sherpa

    EFA and Sherpa Asset Management

    EFA has been named Central Administration providing the Fund Accounting as well as the Registrar & Transfer Agency services to the Diversified Opportunities Fund managed by Sherpa Asset Management. The private equity strategy of the Fund is focused on longer than conventional value creation periods and more hands-on management of funds and companies via its Direct Investment holdings. Sherpa Asset Management is a Zürich based asset management company providing asset & wealth management services. We are confident that this first collaboration will lead to a successful and lasting partnership. Do you want to talk about EFA can help your projects? Contact us
    2022 04 UI

    European Fund Administration to become a member of Universal Investment Group

    Frankfurt/Main and Luxembourg, April 12, 2022. Universal Investment Group and the shareholders of European Fund Administration (EFA) – Banque de Luxembourg, Banque et Caisse d'Épargne de l'État, Oddo BHF, Quintet Private Bank (Europe) S.A. – today jointly announce that they have entered into an agreement for the acquisition of EFA by Universal Investment Group. The transaction is subject to regulatory clearance by the Luxembourg financial authority CSSF and is expected to be completed in the second half of 2022.   Combined assets under administration of more than EUR 900 billion in over 7,000 investment funds and segregated mandates Partnering with EFA is another milestone to reach the ambition of becoming the leading European investor services platform and Super ManCo Jointly, both companies want to significantly develop geographical regions like the Nordics, France and Benelux. Download the full Press Release
    2022 04 sfdr

    SFDR RTS adopted by the European Commission

    The European Commission adopted on 6 of April technical standards to be used by financial market participants when disclosing sustainability-related information under SFDR.

    2022 03 Loan Funds

    Loan funds: a growing source of finance for Europe’s economy

    Loan funds are increasingly popular with income investors and with corporate borrowers who struggle to access traditional sources of finance.

    2022 02 CSDR

    EFA's Settlement Monitoring Portal

    Track the settlement process of all your active trades in near real-time and in one place, regardless of broker or custodian?

    2021 11 SFDR L2

    SFDR Level 2 postponed to 2023

    The European Commission is now confirming that the date of application of this delegated act is postponed to 1 January 2023.

    2021 11 June Reim

    EFA et June REIM

    EFA est fière d'avoir été choisie par June REIM pour la gestion administrative et comptable de son nouveau fonds immobilier June Opportunity S.L.P..

    2021 10 AMDG

    EFA et AMDG Private Equity

    EFA est fière d'avoir été choisie par AMDG Private Equity pour la gestion administrative et comptable de son nouveau FPCI Croissance PME 1.

    2021 10 MNK Partners

    EFA et MNK Partners

    EFA est fière d'avoir été choisie par MNKPartners pour la gestion administrative et comptable de son nouveau FPS immobilier Polska by MNK.

    2021 10 esg services

    EFA’s ESG solution

    EFA’s ESG solution, with access to a multi-source set of ESG data, enables the integration of ESG criteria in the investment process in combination with risk and performance analysis.

    2021 10 Connect Pro

    EFA et Connect PRO

    EFA est fière d'avoir été choisie par Connect PRO pour la gestion administrative et comptable de son nouveau fonds de Private Equity FPCI Sud Rebond.