Publications
& Policy

In this letter, we express our concerns about the envisaged changes to the final Guidelines on the use of ESG and sustainability-related terms in funds’ names.

Invest Europe took the opportunity to provide our thinking on certain specific areas of EFRAG’s draft implementation guidance on value chain. In this comment letter, we focused inter alia on the lack of legal certainty about what is required from investors with regard to corporate value chains.

In this paper Invest Europe responds to some of the assertions made by IOSCO in its Thematic Analysis on Private finance.

In particular, the response debunks a few myths about the risks posed by private equity as an asset class, reminds the strength of existing valuation processes and describes the difference between private credit and private equity.

This webinar is the opportunity to hear from experts about the recent revision of AIFMD and its impact on funds managers across the continent. 

On 25 January Invest Europe officially published the 2024 Investor Reporting Guidelines. During the launch webinar, we elaborated on the main focus areas of the review and the key changes that have been implemented compared to the previous iteration from 2018.

A comprehensive and practical set of guidelines encompassing best practices for investor reporting within the private equity industry.

The 2024 Invest Europe Investor Reporting Guidelines are also available as a standalone PDF document. Please download it here.

Invest Europe appreciates the concept and the idea behind the European Commission's proposal for a directive on Business in Europe: Framework for Income Taxation (BEFIT). We acknowledge the longstanding efforts by the European Union to establish a common consolidated corporate tax base.

This publication offers practical guidance to M&A related rules, an overview of the key workstreams involved in getting European M&A deals approved, as well as the steps involved in getting a deal over the line in the EU and in the UK, respectively.

The European Commission has recently intensified its focus on merger control, demonstrating a proactive approach to safeguarding fair competition within the European market. In a bid to ensure a level playing field and prevent anticompetitive practices, the Commission has heightened scrutiny on mergers and acquisitions, particularly within the technology and innovation sectors.

This year’s report focuses on the forces creating major opportunities for investors and their portfolio companies, from generative AI to the burgeoning Indian market to innovation in life sciences.

On December 14, Invest Europe and France Digitale jointly hosted a webinar on the Digital Markets Act (DMA) and its expected impact on portfolio companies and potential new investment opportunities. The webinar was joined by Eoghan O’Neill, Senior Policy Officer in the European Commission’s Directorate-General for Communications Networks, Content and Technology. the European Commission.

In our comprehensive submission, which comprises a formal response via the online form and an accompanying conceptual note, Invest Europe outlines the industry's views on a potential future SFDR regime and highlights the main priorities from a PE/VC/infrastructure perspective.

In this response our association comments on the good practices proposed by IOSCO, noting that they often follow existing market practices but should avoid going further as it could damage existing commercial practices.

Coller Research Institute: A unique snapshot of global trends in private equity – a twice-yearly overview of the plans and opinions of Limited Partners worldwide.

The publication provides a valuable picture of the developments in the PE mid-market sector in 2023, as well as an outlook for the near future.