Publications
& Policy

This preliminary paper outlines interpretations that Invest Europe member firms might adopt when applying the new EU ESG Ratings Regulation in the alternative asset management context.

This member-only document is designed to give you all information on how to set up a European Long term Investment Fund (ELTIF), an EU label that allows marketing cross-border to non-professional clients. These Essentials were sponsored by Macfarlanes, Arendt, Simpson Thacher and Travers Smith.

In this response Invest Europe describes the importance of acknowledging the features of private equity funds when determining measures aimed at addressing financial stability concerns.

In the context of the ILPA Quarterly Reporting Standards Initiative (QRSI), Invest Europe provided detailed comments on ILPA's revised Reporting and Performance Templates. Invest Europe's greatest concerns relate to the complexity of the templates, the absence of grandfathering for legacy funds, and the lack of alignment with the Invest Europe Investor Reporting Guidelines.

In this response Invest Europe calls on ESMA to adapt its standards and guidelines on liquidity management tools to better reflect the realities of semi-liquid funds.

Invest Europe remains committed to working closely with the European Commission and national legislators to refine the application of ATAD I and ATAD II, ensuring that these directives achieve their intended goals without stifling the growth and competitiveness of the PE/VC industry by adopting a more nuanced approach.

Invest Europe had responded to the European Commission’s draft act regarding the standardization of the Country-by-Country Reporting (CbCR) framework and the potential adoption of XBRL as the mandatory format for submission.

In this letter, Invest Europe expands on their feedback provided in response to the public consultation regarding DAC1-6, placing a strong emphasis on DAC6.

Invest Europe had responded to the European Securities and Markets Authority Call for Evidence on the Review of the UCITS Eligible Assets Directive (EAD)

In this note, Invest Europe highlights a critical drafting issue in Article 6 of the Corporate Sustainability Due Diligence Directive (CSDDD), which creates inconsistency in the obligations that parent companies can fulfil on behalf of their subsidiaries.

Invest Europe replies to the questionnaire for the public consultation on the Evaluation of DAC 1-6, advocating for efficient administrative cooperation in direct taxation to enhance the investment climate across the EU.

In this letter, we set out the PE/VC industry's views on the final ESMA Fund Names Guidelines that were published in May 2024. Our primary concern remains that the Guidelines do not include adequate grandfathering provisions exempting closed-ended funds.

Our 12 priorities for a more competitive union

Response to the European Financial Reporting Advisory Group's (EFRAG's) consultation on a voluntary reporting standard for non-listed SMEs.

In this response we argue against the concept that private valuations cannot be deemed prudent in reaction the EBA suggestion for these to always fall under the fallback approach