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.

In today's dynamic investment landscape, effective governance in the investment process and best practices significantly influence fund performance, enhance transparency, and build trust, ultimately boosting investor confidence.
Luxembourg, with its flexilble toolbox and agile ecosystem, stands out for its attractiveness and capabilities, as well as for its unique ability to manage complex funds, also in restructuring scenarios. In this favourable environment, substance is crucial, underscoring the importance of comprehensive and robust governance structures. Looking forward, with Luxembourg’s regulator ahead of the curve on ESG considerations, staying informed and embracing these evolving requirements is crucial to maintaining compliance and leveraging Luxembourg's strengths in responsible fund governance. A diverse panel of local and Luxembourg experts will address the above key topics, providing practical insights.

Luxembourg stands out for its agility, offering a diverse array of flexible fund structures and operational models tailored to both local and international needs. In this testimonial, Swedish asset managers will share their individual experiences in establishing cross-border funds and highlight Luxembourg's effectiveness in enabling swift fund operations through streamlined regulatory processes, advanced technological infrastructure, and a business-friendly environment.