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Asset Management & Investment Funds

Recent significant deals include advising:

  • a range of leading global and domestic UCITS and AIF providers on compliance with the significant prospectus and website disclosure obligations imposed by the Sustainable Finance Disclosures Regulation (SFDR) Level 2 measures which took effect on 1 January 2023.
  • BlackRock on the establishment of a comprehensive range of highly publicised ETFs with an ESG/SRI focus on their flagship iShares platforms, which consists of over 350 ETFs over seven separate UCITS ETF platforms.
  • Mercer on all aspects of its legal and regulatory obligations applicable to its full range of Irish authorised schemes including two retail umbrella (UCITS) platforms, two qualifying investor (QIAIF) umbrella platforms and one professional investor fund (PIF) platform on an extensive reclassification project whereby a suite of funds were transitioned to become sustainable funds under the SFDR.
  • Irish Residential Properties REIT plc (IRES REIT) on the regulatory aspects of insourcing the management of IRES REIT.
  • Legal & General Investment Management on the establishment of the first newly established ETF tracking “EU Paris-aligned” benchmark indices.

All of our team’s practitioners work exclusively on funds matters and our Partners are all recognised industry leaders in their field. We currently serve on ten separate Irish Funds working groups responsible for raising and developing Ireland’s profile as a leading fund domicile, including:

  • Legal &Regulatory
  • Sustainable Finance
  • Asset Management Regulation
  • Depositary
  • UCITS Innovation & Regulation
  • Product Distribution (covering principal markets for product distribution)
  • Investment Limited Partnership legislative reform

In addition to having one of the largest legal teams dedicated to asset management and investment funds-related matters, William Fry is also known for providing perhaps the most rounded of all relevant offerings within the Dublin market with our Asset Management and Investment Funds Department also including:

  • a dedicated Funds Company Secretarial team (consisting of 5 full-time professionals, including some of the most senior Funds Company Secretaries available in the Dublin market);
  • a sophisticated Global Fund Registrations Solutions service (led by Marion Mellett); and
  • an Irish Stock Exchange Listing Sponsor team.

London Office

From our London office, we advise international clients on the establishment and the ongoing regulation of funds in Ireland.