Brochures
This section includes brochures and flyers published by ALFI (sometimes jointly with Luxembourg for Finance).
Regular publications:
Basic Information brochures:
- Luxembourg: the domicile of choice for financial services
- Re-domicile your fund onshore: Take the road to Luxembourg
- Investment Management: Setting-up an investment fund in Luxembourg
- Luxembourg regulated Investment vehicles
- Luxembourg: Your bridge between China and Europe
UCITS IV:
- Luxembourg where else?
- 10 reasons for a Luxembourg management company "ManCo"
- Master-feeder structures: made in Luxembourg
AIFMD:
SRI:
Brochures in collaboration with LFF:
Surveys & Technical Guides:
- Lipper FMI report: Symbiosis in the evolution of UCITS
- Alternative and Hedge Fund UCITS in the Next Decade
- 2010 ALFI Survey on Luxembourg Real Estate Investment Funds
- 2011 ALFI Survey on Luxembourg Real Estate Investment Funds
- Swing Pricing - Survey
- ALFI Risk Management guidelines
Brochures in Chinese:
- Setting up a fund in Luxembourg
- Re-domicile your fund onshore: Take the road to Luxembourg
- Luxembourg: Your bridge between China and Europe
New LFF brochure - Luxembourg Vehicles for Islamic Finance Structures
Luxembourg is recognised as one of the leading European centres for Islamic finance. This is not the result of a recent initiative: we have a long track record in the sector. Luxembourg is recognised as one of the leading European centres for Islamic finance. This is not the result of a recent initiative: we have a long track record in the sector. In 1978 Luxembourg hosted the first Islamic finance institution to establish in a western country (the Islamic Banking System). In 1983, the first shariah compliant insurance company in Europe was established in Luxembourg and in 2002 Luxembourg was the first European stock exchange to list a sukuk.
Today, Luxembourg is the leading non-Muslim domicile for shariah compliant investment funds and can rival any stock exchange in Europe for the number of sukuk issues listed.
ALFI Survey 2011: Luxembourg Real Estate Funds
The sixth edition of the annual ALFI Real Estate Investment Funds looks at the market to the end of 2010.
This survey, which focuses in particular on direct Real Estate Investment Funds (REIFs), but also covers Funds of Real Estate Funds (FoREFs), aims at gaining an understanding of trends in this market.
ALFI Survey 2011: Luxembourg Real Estate Funds (PDF, 2.27 MB)AIFMD brochure and flyer
The AIFMD brochure and flyer provide you with the main definitions about the Alternative Investment Fund Managers Directive. In November 2010, an agreement was reached between the European Council and the European Parliament on the Alternative Investment Fund Managers Directive (the “AIFMD” or the “Directive”). Today, the Directive has been formally adopted and it will enter into force shortly after its publication in the Official Journal of the European Union which is expected for the end of June 2011.
AIFMD brochure and flyer (, bytes)ALFI Risk Management guidelines
In the present guidance paper, we hereby present the first results of some of ALFI working groups (market risk, liquidity risk, credit and counterparty risk as well as operational risk). We attached a special focus on the key risk topics that are newly addressed by UCITS IV. It is the intention of this publication to assist the market players in the pragmatic operational implementation of these regulations.
ALFI Risk Management guidelines (PDF, 1.37 MB)Swing Pricing
In spring 2010 the Association of the Luxembourg Fund Industry (ALFI) reconvened a swing pricing working group.This group was formed from various ALFI members over a broad spectrum of disciplines including fund auditors, fund promoters, asset managers, legal representatives and third party administrators. The primary goal set by the chairman was to review, and if necessary update, guidance previously issued by ALFI in late 2006. In order to facilitate these objectives a survey was commissioned to research what has happened in the industry since the publication of the original brochure.
Luxembourg: the domicile of choice for financial services
This guide has been prepared by the ALFI Promotion Sub-Committee and is targeted at the deciders of financial services institutions.
Discover it by clicking here.
Luxembourg: the domicile of choice for financial services (PDF, 888.12 KB)Setting up an investment fund in Luxembourg
This brochure provides you with the main definitions about the legal framework for setting up an investment fund in Luxembourg, the available structures, the main players, the regulatory supervision, the taxation as well as the once-off and ongoing costs at a glance. Have a look at it by clicking here
Re-domicile your fund onshore: Take the road to Luxembourg
The advantages offered by Luxembourg makes it the domicile of choice for your investment funds.
There are many competitive advantages to be achieved by domiciling funds in the right country, including but not limited to reputation, tax efficiency, cost competitiveness, the availability of an experienced workforce and, most importantly, a business oriented regulatory environment.
Re-domicile your fund onshore: Take the road to Luxembourg (PDF, 497.76 KB)10 reasons for a Luxembourg management company "ManCo"
UCITS are now recognized as the only truly globally distributed investment funds. Luxembourg has successfully positioned itself as the global leader for cross-border distribution of investment funds, and today more than 75% of UCITS funds distributed internationally are based in Luxembourg.
Luxembourg: where else
Following the adoption of the latest UCITS Directive (“UCITS IV”) that is due to come into force in July 2011, the key challenge for crossborder fund promoters is to determine the best location for their management companies and UCITS funds.
Luxembourg: where else (PDF, 591.08 KB)

