Stéphane Pesch

The Brookfield Luxembourg infrastructure fund was reorganized into the Brookfield Infrastructure Income Fund on 11/1/23. The new fund, a tender offer fund, received in-kind capital contributions of net assets valued at approx. $1.5bn from the predecessor fund in exchange for Class I Shares. With strong global demand for infrastructure, the tender offer fund now has over $2.1bn in assets as of 3/31/24. The research team at XA Investments LLC is pleased to share with you our XAI Interval Fund Daily Observations. To read the recently published Q1 2024 XA Investments LLC Quarterly Market Updates for Non-Listed CEFs and Listed CEFs, please visit the CEF Market Research page (link below) of XAI’s website and click 'Subscribe' for access to XAI’s new online research portal and pricing info. The in-depth reports provide actionable insights and consolidated data, including market statistics, IPOs, recent fund filings, sponsor data, and market overview. #IntervalFunds #XAIConsulting https://lnkd.in/eVxmcaVC

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🎺 Insight/Out Magazine #30 is Out! What if Luxembourg takes the lead in Private Asset data standardisation?  By Tomasz Szubartowski, FCCA - Head of Design & Client Consulting, Private Asset Services, efa. A more professional approach to asset servicing is required as global demand for private asset fund investments continues to grow. Investors have the right to demand regular, comparable updates of financial and qualitative data about their holdings. Greater standardisation of industry KPIs would make a major contribution to such an upgrade. The private equity industry has thrived for decades on a foundation of mutual trust between general and limited partners. Such “club deals” are lubricated by semi-formal conversations and email exchanges between long-standing trusted colleagues, ensuring that portfolios are serviced in line with mutually understood values. Formal reporting tends to be of a relatively basic nature. Download the full Article : https://lnkd.in/e9d7wBpM #efa #datastandardisation #AssetManagement #LPEA #UniversalInvestmentGroup #OneUI

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🤝 [#Corporate] | Amundi and Victory Capital sign a definitive agreement to become strategic partners.   The agreement is in line with the Memorandum of Understanding announced on April 16, 2024: 🔹 Amundi US will be combined with Victory Capital 🔹 Amundi will become a strategic shareholder of Victory Capital with a 26.1% economic stake in Victory Capital 🔹 Both parties have entered into 15-year #distribution and #services agreements, which will be effective upon the closing of the transaction   Under these distribution and services agreements, Amundi will be the #distributor of Victory Capital’s US-manufactured active asset management products outside of the #US. Additionally, Amundi will become the supplier of non-US manufactured products for Victory’s distribution in the US. 

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For professional investors. This year, three of our funds have received the LuxFLAG ESG label for the period from July 1, 2024 to June 30, 2025 : Alken Fund Global Sustainable Convertible Alken Fund Sustainable Europe Alken Fund Sustainable Income Opportunities The Luxembourg Finance Labeling Agency (LuxFLAG) is an independent and international non-profit association created in Luxembourg to help and support the Responsible Investment sector. The LuxFLAG ESG label validates the investment strategies of financial players and reassures investors that the product respects environment, social and governance (ESG) criteria. The LuxFLAG ESG label for the product is valid until 30 June 2025. Investors must not rely on LuxFLAG or the LuxFLAG Label regarding investor protection issues and LuxFLAG cannot incur any liability related to financial performance or default. More information can be found at https://luxflag.org/. To find out more about our products, register here : https://lnkd.in/eNHdUiyv #communication #marketing

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📍 A favourable regulatory regime and flexible solutions to support alternative investment funds are among the contributing factors that make Luxembourg appealing to global fund managers. ELTIF 2.0, the rebound in demand for UCITS funds, and continued ESG inflows should bring another good year. 📊 At the annual lunch during the ICI Investment Management Conference, Dr. Stefan Staedter contributed to the discussion on Luxembourg’s status as a major centre for alternative asset classes; ELTIF 2.0; the growth in ESG funds; as well as its sustained position as the leading cross-border distribution for UCITS. This event was co-hosted with HSBC, PwC Luxembourg and ONE group solutions earlier this year in Palm Desert. 📖 Read the full publication with the insights from the event here > https://lnkd.in/epBG5mMj   Learn more about our: 💡 ELTIF expertise > https://lnkd.in/eHfCFvh2 📊 Investment Management practice > http://bit.ly/ArendtInvest #Luxembourg #law #regulation #investmentmanagement #assetmanagement #innovation #digitalisation #funds #distribution #US #IMC24

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𝐌𝐚𝐤𝐢𝐧𝐠 𝐭𝐡𝐞 𝐦𝐨𝐬𝐭 𝐨𝐟 𝐩𝐫𝐢𝐯𝐚𝐭𝐞 𝐦𝐚𝐫𝐤𝐞𝐭𝐬🌐📈 Alternative investments have become essential in diversifying and stabilizing institutional portfolios – and they will continue to do so. As our expert Martin Groos explains in his column for Investment Officer Luxembourg, this trend is driven by an unstable investment environment marked by global conflicts, contradictory inflation data, and uncertainty around interest rates. In 2022 and 2023, bonds in institutional portfolios showed little momentum, while equities were stronger. However, it's infrastructure investments that truly enhance diversification and risk management. Most importantly: throughout 2023, alternative investments played a key role in supporting the solid performance of institutional portfolios. To read the ful article, please follow the link below. #AlternativeInvestments #PrivateEquity #PrivateDebt

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❗True innovation in investment strategy is challenging! FE fundinfo's Chief Product Officer, Joerg Grossmann, and Head of Asset Management Product Strategy, Maxime Aerts, discuss in Delano's latest article the challenges fund managers face in adapting to market trends, ESG compliance and digital transformation. ➡️ Read the full article here: https://hubs.ly/Q02GmVyV0 #FundManagers #Investment #Technology #ESG #Luxembourg

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🌟 𝐇𝐨𝐰 𝐝𝐨𝐞𝐬 𝐍𝐎𝐑𝐑𝐈𝐐 𝐅𝐒 𝐚𝐝𝐝 𝐯𝐚𝐥𝐮𝐞 𝐟𝐨𝐫 𝐢𝐭𝐬 𝐜𝐥𝐢𝐞𝐧𝐭𝐬 🌟 Have you always wondered how does NORRIQ FS add value for its clients? Thanks to the testimony of our Manager Adrien Wargnier, you will find the answer below:     Strong of its technology and services background, NORRIQ Financial Services is now evolving towards the highest standard within the financial sector.   The company counts inspirational and knowledgeable consultants present in multiple domains that a top tier bank has to offer. Any problems that may be encountered will find its group of collaborators for remediation.   One of the core features comes from the fact that NORRIQ FS is in the center of many projects from the strategic idea to the final delivery, giving accurate recommendation starting with the needs analysis to the concrete solutions.   Considering the extremely competitive market in Belgium for the banking and insurance industry, the organisation is thriving for one of the world’s best in class expertise in this field.   #NORRIQFS #Manager #FinancialSector #Business #Banking

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Jeroen van Oerle, CFA, Portfolio Manager for Global FinTech at Lombard Odier Investment Managers, Martin Bednall, CEO at Jacobi Asset Management and Quentin Werlé, head of portfolio management at 6 Monks (6M) will talk about "The conflict between regulation and innovation" at our upcoming FundsTech Forum London. No one doubts the importance of regulation for delivering investor protection and market stability. But the regulatory costs on #assetmanagers are substantial and occur at a time when firms are investing heavily in #digitaltransformation and when smaller fintech players who lack regulatory resources are trying to aid positive change in the industry. Is there a danger that regulation could hinder innovation? Do regulators take proportionality into account? And will #DORA – the digital resilience act – hinder progress, just as another slab of regulation – MiCA – is trying to foster progress? More information about the event and agenda: https://bit.ly/3uKHe8n #fundstech #fundstechforum #fundstechforumlondon We encourage you to register, if you do not meet the complimentary criteria but would like to attend, contact your account manager: events@definitearticlemedia.com.

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The ALFI - Association of the Luxembourg Fund Industry seminar in Madrid features expert discussions on a series of matters linked to asset management and investment vehicles and on the latest regulatory developments in Luxembourg. Laura Totaro will be happy to discuss with you on the best solutions for your traditional or non-traditional fund project. Mónica Hortelano López and Stéphane RIES will introduce you to the services and solutions an independent depositary bank offers to insurance companies and Financial Intermediaries. #investment #funds #insurance #financialintermediaries #externalassetmanagers

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Our Head of Markets and Surveillance Guy Weymeschkirch recently sat down with Miao L. Head of Debt Capital Markets (BIL) as part of the Luxembourg Financial Markets Association SPOT & FORWARD interview series. The discussion focused on LuxXPrime, LuxSE's retail-sized bond trading offering, its role in Luxembourg's wider trading ecosystem, and the crucial steps towards democratising trading practices for both institutional and retail investors.    👉 Watch the full video: https://lnkd.in/ebgvnttC    #LuxembourgFinancialMarketsAssociation #TradingEcosystem

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Dear #financialadvisors, Today, we would like to draw your attention to the April FECIF - The European Federation of Financial Advisers and Financial Intermediaries editorial, with the article of ANACOFI - Association Nationale des Conseils Financiers Chairman David Charlet explaining why the training of advisors and intermediaries requires improved and clearer rules and why the new #RIS strategy emphasises strict norms regarding lifelong training (#continuousprofessionaldevelopment / ¨CPD¨) https://lnkd.in/eBWCQzN8 #financialplanning #fecif #efpa

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Thinking about launching an impact fund? 🚀 A third-party dedicated AIFM in Luxembourg may be your best choice. From regulatory complexity to high compliance costs, launching an impact fund in Europe can come with multiple difficulties. As the impact investing market continues to grow, it also becomes much more intricate. Navigating these challenges requires a deep understanding of various regulations like the Sustainable Finance Disclosure Regulation (SFDR) and the EU Taxonomy, which are essential for ensuring compliance and transparency. Additionally, staying ahead of evolving ESG (Environmental, Social, and Governance) standards and managing associated risks is crucial for the long-term success and sustainability of impact funds. In this edition of Impact Knowledge Bits, we highlight some advantages of using a dedicated AIFM in Luxembourg to launch your impact fund. #innpact #impactknowledgebits #AIFM #Luxembourg #impactfund

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Where should investors be looking for opportunities in today's complex markets? Eric Sturdza Investments offered a whole range of answers when it welcomed guests to its annual conference. We were delighted to present a truly international line-up of speakers: Vincent Gave from Gavekal and Raphaël Sobotka from Amundi, along with our own portfolio specialists Yutaka Uda, Shasha Li Mafli, Scott Utzinger and Eric Vanraes who shared insights into Japan's economy, opportunities in Asia, investing in owner-operators and the role of hybrid bonds in a portfolio. #InvestmentManagment #Investing #MarketOpportunities #MarketingCommunication

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Why is diversification essential for 2024? UBP’s experts Ariane Kesrewani and Cedric Le Berre shed light on opportunities in the equity space. Read more about it in this article for AGEFI Luxembourg - Le Journal Financier de Luxembourg.

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Why Luxembourg for Our AIF Fund At Bricksave Capital, ensuring our investors' trust and the integrity of our investment structures is paramount. That's why we've chosen Luxembourg for our Alternative Investment Fund (AIF). What makes Luxembourg so favourable? 1. Robust Regulatory Environment Luxembourg is renowned for its stringent regulatory framework, overseen by the Commission de Surveillance du Secteur Financier (CSSF). This ensures all entities comply with strict licensing and ongoing supervision, providing our investors with a high level of protection. 2. Rigorous KYC and AML Standards Luxembourg’s rigorous Know Your Customer (KYC) and Anti-Money Laundering (AML) standards mean all investors are thoroughly vetted, mitigating potential risks. This prioritises transparency and due diligence, adding an extra layer of security for our investors. 3. Comprehensive Audit and Reporting Luxembourg mandates regular audits and detailed financial reporting for AIFs. This ensures our fund’s operations are transparent and performance is continuously monitored, offering peace of mind to our investors. 4. Professional Management Companies (ManCos) Luxembourg boasts a network of professional Management Companies (ManCos), ensuring our fund benefits from top-tier management and governance. This expertise aligns with industry best practices and optimises returns for our investors. 5. Efficient Legal and Tax Framework The legal and tax environment in Luxembourg is highly favourable for investment funds. The jurisdiction offers flexible structures under the Alternative Investment Fund Managers Directive (AIFMD) and a favourable tax regime, maximising returns in a compliant manner. 6. RCS Registration All funds in Luxembourg must be registered with the Registre de Commerce et des Sociétés (RCS). This adds legitimacy and transparency, requiring detailed disclosures about the fund’s structure and operations. In summary, Luxembourg’s combination of a robust regulatory environment, rigorous KYC/AML standards, comprehensive audit requirements, professional management, and favourable legal and tax framework makes it the ideal jurisdiction for our AIF. At Bricksave Capital, our choice of Luxembourg underscores our commitment to providing a secure, transparent, and professionally managed investment opportunity. Please get in touch directly to find out more about who our partners are and the opportunity we are presenting. #Investment #AIF #Luxembourg #BricksaveCapital #InvestorProtection #USRealEstate

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📢 New at Saxo Bank Switzerland: Securities Lending! We explain how our new "Securities Lending" offering allows stock and ETF holders to reduce costs and generate additional income. 💼📈 Learn more about the benefits, security measures, and transparency of this offering in our detailed interview. Discover how we help our clients make their portfolios more efficient while benefiting from an innovative financial service. 👉 https://lnkd.in/dYgUbMNz #SaxoBank #SecuritiesLending #Fintech #Investments #Innovation #YvesHulmann #Diversification #PortfolioTheory

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💗 Carmat secures equity financing from Vester Finance SA for artificial heart The French medical technology firm designs, manufactures, and markets the Aeson artificial heart. The agreement with Vester Finance SA allows for the issuance of a maximum of 3.5 million shares over 24 months. Under the deal, Vester Finance will subscribe to CARMAT’s ordinary shares at a maximum of 9.96% of the latter’s current share capital, at its discretion and subject to standard contractual conditions. Read more online: https://lnkd.in/eHppBfmv 📰 Follow Medical Device Developments to receive the latest medical device news daily and to subscribe to our weekly newsletter #MedicalDeviceDevelopments #medicaldevices #medicalmanufacturing

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Exciting News from the Responsible Investment Brand Index! Today marks the launch of our 6th edition, analysing once more 600 asset managers globally on their ability to translate commitment to responsible development into their brand.   A special congratulations to DPAM, Candriam, UBS Asset Management, Nordea Asset Management, Pictet Asset Management, Amundi, WHEB, Impax Asset Management, Ecofy and Robeco for not only reaching the Avant Gardist Category but also breaking into this year’s Global Top 10! 🏆   Want to dive deeper? Download the full report here: https://lnkd.in/epUYw8z   Don’t miss our live launch webinar at 3 PM CET/Geneva today. Register now to join the conversation and learn more about this years results, Top 10 by Region and more: https://lnkd.in/dS4KNuMc   #ResponsibleInvestment #RIbrandIndex #AssetManagement

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