Global Asset Management Standards

Sharing regulatory templates, inventory and checklists to help managers, administrators, regulators & associations

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Resource & Updates

CSSF SFDR Precon Data Collection Template.xlsx

More information on the CSSF SFDR resource. Click here

Global Asset Management Standards Platform: Introduction and Overview

Introduction to platform, features and benefits

Volunteer Director

David Ryder

How it Works

FAQs

Who are we?

Experienced investment industry professionals with a range of skills, working pro bono on this initiative.

The volunteer board of directors includes:

Natalie Dogniez, Independent Director (Former Partner, PwC Luxembourg)
Mark Phillips, Independent Director (Former Managing Director, Aviva Investors Luxembourg)
David Ryder, Managing Director, Prospero Media (Former Head of Investment Comms, Lloyds Wealth)
James Spanjaard, Co-founder, Alis Exchange
Enricho Turchi, Non Executive & Independent Director (Former Deputy CEO Amundi Luxembourg)
Revel Wood, Co-founder, ONE group solutions (Former Group CEO, FundRock, and Global Head of Derivative Product Northern Trust).

What are we doing?

Building a freely available resource of templates, data definitions, checklists and other materials to help:

Everyone in the industry meet their regulatory requirements.
Make the industry more efficient for the benefit of investors.
Reduce cost, waste and risk.

Why are we doing this?

To help everyone in the industry cope with an increasingly challenging environment.
Traditional investment products are encountering:

Rising costs and regulatory requirements
Increasing levels of complexity, such as the merging of liquid and private capital strategies
The growing competitive threat posed by digital asset investments

Rather than various companies creating lots of different solutions to the same problem, we offer a freely available platform of centralised resources (including templates, guidance and best practice) that everyone can use (and provide feedback on if they wish).

This benefits everyone in the industry because it can help to:

Save money
Save time
Reduce the likelihood of failing to meet requirements
Support market standardisation and efficiency.

Is it really free?

Yes, it’s totally free.

This entire resource is built as a result of contributors’ goodwill and time given freely.

What if I spot an error or area for improvement in a template?

Tell us.

Each Templates & Resources page has a dedicated feedback form for exactly this purpose.

Can I contribute to the production of templates etc?

Yes. Click here to let us know how to get in touch

Can I request coverage of standards that are not included?

Yes. Click here to submit a request.

What information of mine do you hold?

None if you just want to dip in and use the resources.
If you want alerts, we use MailerLite to hold an email address for you - it can be personal or work email as you prefer. We don’t need your name or any other data.
If you use the contact form, we require a name and email address so that we know who we’re talking to and how to get in touch with you.
If you’d like to contribute to the production of a checklist or template, then we’ll need you to login as a publisher using your LinkedIn profile.