KNOWLEDGE CENTER

Knowledge Center Archive

Dec
2
2008

Assessing the Impact of UCITS III: Regulatory Experts Weigh In

By SEI Knowledge Partnership with David Dillon, Partner, Dillon Eustace (Dublin); Michael Jackson, Partner, Matheson Ormsby Prentice (Dublin & London); Ethan W. Johnson, Morgan, Lewis & Bockius LLP (Miami)

Presentation: Assessing the Impact of UCITS III (PDF)

Implementation of UCITS III is reshaping the marketplace for all retail investment funds sold cross-border in the European Union.  At SEI's web seminar and presentation, top international legal and regulatory experts provided their insights on the legislation's far-reaching impacts on traditional and alternative fund managers alike. 

Issues covered include:     

  • What have we learned from product conversions?  From management company conversions? 
  • What are the advantages of remaining a non-UCITS Fund? 
  • How much is UCITS III enhancing crossborder marketing?
  • How is new product development being affected? 
  • What are the effects on governance and managerial structure? 
  • What role will the CESR play in implementation?