ESG disclosure – SFDR
This will directly affect managers regulated under the EU AIFMD and indirectly affect EU insurance companies and occupational pension schemes that are major investors into real estate.
Government Response to RPI Consultation
As part of the Government’s Spending Review they have published a Response to the Consultation on the Reform to Retail Prices Index (RPI) Methodology.
Reminder: UK PFI deadlines Q4 2020
Click to view the deadlines for submission to the MSCI/ AREF UK Property Fund Index for Q4 2020.
Investment Association European Policy Update - November 2020
Providing members with insight into the policy priorities of the European Union and its associated institutions, & identifying the likely direction of travel on key files under review in the Investment Management sector post-Brexit.
Autumn is upon us - an article from Paul Richards, MD
An update from Paul on new members, MUCs, FCA CP20/15 on liquidity, CVAs, and the shift from DB to DC.
Nominations revealed for Affiliate of the Year Award 2020
This year there are three awards, which will all be presented via a virtual recorded awards ceremony by Adrian Benedict, Chair of AREF.
Another five new members join!
It is my pleasure to announce another five new members joining us as at 1st November.
IA Brexit update: Negotiations in the final stretch
An update on the state of negotiations, new guidance on the EU STO, and essential guidance from the FCA concerning no-deal preparations and fund documentation.
IA Brexit update - Another negotiating deadline passed, and update on EU STO
In this note, we update members on UK and EU responses to the failure to reach an agreement, and provide an update on the EU Share Trading Obligation.
Near final draft response to FCA CP20/15
Click to read the a near final draft response by AREF and the Investment Association (IA)
AREF Member discount to CREFC Europe Autumn Conference
CREFC Europe is extending an invitation to our members to join their first virtual conference this November at a discounted rate.
IA Sustainable Finance Regulatory Overview
The IA has produced an overview of incoming regulatory requirements in sustainable finance. It is intended to help firms ascertain the extent to which their products are captured, what is expected of them, and by when.
RICS commissions independent review of real estate investment valuation practices
The review will examine the way valuations of property assets for investment purposes are conducted and make recommendations to ensure valuation practices remain robust and fit for purpose.
Member Update - ESMA publishes its Work Programme for 2020/21
A summary of the ESMA work program from David McCarthy, Investment Association
FRC UK Stewardship Code
The UK Stewardship Code 2020 took effect on 1 January 2020 and sets high expectations of those investing money on behalf of UK savers and pensioners.
Investors' Award for Outstanding Achievement - revised deadline
We have decided to go ahead with the AREF Annual Awards for 2020, with a virtual awards ceremony, sponsored by Aztec Group, taking place in December 2020. The submission deadline for the Investors' Award has therefore been revised to Friday 23rd October 2020.
Back to school update from Paul Richards, MD at AREF
The period since my last Newsletter has been an eventful one, to say the least. This article gives an update on the general lifting of the Material Uncertainty Clause from property valuations, FCA engagement, and the eviction moratorium.
Liquidity Management Contingency Plans
AREF has produced a template which AFMs can use as a basis for their requests for information from intermediate holders.
Our events through the global pandemic, by Clare Whyte, Marketing Manager at AREF
"Six months on from the UK entering lockdown, I thought it would be useful to review the events we’ve held & more importantly, outline what we have planned"
RSM Annual Survey
RSM have asked us to share a link to their Annual Survey.