Trends and Insights.

Disintermediation in the Private Markets

The structure of the public capital market has changed significantly over the last 30 years, primarily due to rapid technological progress. In the same dynamic, it will also change the private markets now. Digitalization not only opens new opportunities for investors, but also for the composition of investment products on the provider side as well as the management of these assets.

ELTIF Capital Raising

The reform introduces new forms of capitalisation for ELTIFs.

EU Commission and the Overregulator Myth: The ELTIF is Not a Banana.

Proposed Changes to the Draft Regulatory Technical Standards for ELTIF 2.0 Ease the Challenges.

ELTIF Distribution and Processing – A Book with Seven Seals?

The success of the ELTIF – even in its 2.0 version – depends not only on the respective fund but also on the processes behind it. This includes innovative technological solutions that break down existing barriers, making so-called non-STP (Straight-Through-Processing) products STP-capable, for example.

ELTIF 2.0 becomes the Catalyst for End-to-End Processing

The processing and administration of alternative investment funds (AIFs) are traditionally considered more costly compared to equity or index funds. AIFs continue to be primarily processed manually, partly due to their complex structures. Manual processing sometimes extends to the use of good old fax machines.

Does the ELTIF have the potential to become an Evergreen?

Currently, on the radio, the perennial Evergreens are being played repeatedly… “Last Christmas, I gave you my heart…” (sorry for the earworm song 😄)… But not only songs or plants like Christmas trees can be Evergreens. They also exist in the financial world:

The Idea behind ELTIF

ELTIF was introduced in Europe in 2015 to promote long-term investments in the European real economy through private investors. It is distributed through a unified EU passport and provides a regulatory-protected structure for the distribution of closed private market funds. ELTIF operates under the protection of a specific European framework and, under certain circumstances, is eligible for custody.

portagon Automates Compliance Conformity for Investments in Alternative Investments with Effecta

portagon and Effecta, the liability umbrella specializing in online subscription processes, jointly provide a solution for automated investment compliance validation.