ALFI Roadshow to Scandinavia

A dialogue between local and Luxembourg fund specialists will aim to highlight the most important regulatory developments in Luxembourg and the EU and their practical implications for Swedish managers using Luxembourg investment fund structures.

The retailisation of private assets is reshaping the investment landscape, potentially offering new opportunities for individual investors to access a diverse array of alternative investment opportunities. In this space, several innovative products are designed to broaden access for retail investors. The ELTIFs and Part II funds, which provide structured access to private equity, real estate, and other alternatives, and the RAIFs and specialised toolboxes, offer streamlined solutions for creating and managing investment vehicles tailored to diverse investor needs. Evergreen funds, with their perpetual investment horizons, provide an ongoing opportunity for capital deployment and growth. Enhanced wealth management solutions are at the forefront to offer tailored financial strategies while delivering a blend of personalised, integrated traditional financial advisory services, digital tools or direct investment platforms. Last but not least, the distributors are instrumental in the process by facilitating access to retail investors, providing education, managing compliance, and offering support, while also driving product innovation and expanding market reach. The panel of experts across the value chain will give tips on how to embrace the future of investing with these dynamic solutions, designed to expand the retail investors’ portfolio and meet their evolving investment goals.