18 décembre 2020
Études et rapports

Revue thématique de la CSSF en matière de gestion efficace de portefeuilles par les OPCVM – revenus & coûts/frais (uniquement en anglais)

Following the thematic review on the use by UCITS of efficient portfolio management techniques (EPM), this publication concerns the main observations made by the CSSF together with the related recommendations and improvements. The review was focused on the regulatory provisions on revenues and costs / fees arising from these EPM techniques as well as the related controls in place at the level of the management companies.