Asset Management

Packaged retail and insurance-based investment products (PRIIPs)

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Since the beginning of 2021, Asset managers have experienced significant changes and increased focus on reporting obligations to protect the interest of retail investors. Whether tackling UCITS to PRIIPs transition, value for money rules, increased focus around reporting requirements for costs and performance benchmark - the asks on regulatory reporting teams have continued to increase significantly.
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Navigating the ever-changing regulatory reporting environment poses a continuous challenge for firms. These new requirements continue to impact asset managers, not only through increased complexity in gathering, calculating, and disclosing data, but also by leading to higher workloads and expenses. However, these actions should provide fund managers with a greater ability to explain their costs and charges, helping consumers make better-informed investment decisions.

At Grant Thornton, we offer best-in-class advisory and assurance services to support your needs in adapting to changing requirements and ensuring full compliance with the Regulation. Our services are delivered by subject matter experts at the forefront of their field.

How can we help?

Our regulatory risk team in Dublin consists of over 30 staff. We offer a dedicated team with the expertise to assist you in all aspects of regulatory reporting, including:

  • The calculation of SRI, transaction cost, performance scenarios and past performance;
  • The monitoring of the SRI and performance scenario data;
  • The calculation of monthly performance scenarios;
  • The calculation of past performance and publication which includes performance graphs and disclaimers.

Our experience

Many of our team members have held leading positions in both industry and regulation, bringing deep expertise in regulatory reporting.

Our experienced team of subject matter experts is well-positioned to support you in all aspects of regulatory requirements.

We have extensive experience assisting asset managers with their reporting obligations, documenting underlying reporting frameworks, and supporting clients in their change agendas related to regulatory reporting.

To discuss how we can support you in the delivery of your ambitions, speak to us today.

Learn more about how our Regulatory solutions can help you
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Learn more about how our Regulatory solutions can help you
Visit our Regulatory page