Publications


Global Spotlight:


Investment Management

End 2007, Luxembourg boasted over EUR 2.1 trillion in net assets in over 10,500 Luxembourg domiciled funds, easily placing Luxembourg as the second largest fund centre outside the United States.

We are pleased to provide this summary of the Luxembourg business and regulatory environment for your information and stand ready to provide support whatever your needs may be.



Investment Management

This first edition of the “Luxembourg Real Estate Vehicles” practical guide describes the Real Estate industry in Luxembourg and promotes its success factors. Its main objective is to provide general background information on the legal and tax aspects, and opportunities, of regulated and unregulated Real Estate vehicles in the Grand Duchy. Moreover, due to an increasing importance of listing to Real Estate players, this guide also outlines the attractiveness of the Luxembourg Stock Exchange for the listing of Real Estate funds.



Our Luxembourg-based Investment Management Research Unit has compiled a poster to give a quick and comprehensive overview of the global fund distribution in 2007, e.g. the penetration of foreign funds and presence of top cross-border groups, target markets for distribution and cross-border management groups.

To order a hardcopy, please send an email to publications@lu.pwc.com.

 

This poster gives a quick and comprehensive overview of the Grand-Ducal Regulation of February 8, 2008 transposing the Directive 2007/16/EC on eligible assets.

 

As at June 30, 2007, alternative investment Funds represent roughly EUR 187 billion (USD 252 bn), or 9% of the total assets under management in Luxembourg.

In Luxembourg, the appetite for alternative investment strategies is growing.

 

This publication contains the laws and regulations regarding undertakings for collective investment as well as the related circulars of the supervisory authority.

 

This is our third report on the subject of how the EU single market is developing in the UCITS fund area. Since our first report in 2001, significant progress has been made. It is quite clear that the European Court is prepared to strike down laws that frustrate the development of the single market where it can be shown that the law conflicts with a fundamental freedom enshrined in the EU Treaty.

 

This publication provides a general overview and a omparison between the laws of 1988 and 2002 relating to Undertaking For Collective Investment in Transferable Securities.

 

The report, authored by PricewaterhouseCoopers and FEFSI, covers European Union countries and Switzerland and analyses the problems for marketing of UCITS direct from one Member State to another, either from the promoters’ country of origin or from a European platform.



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Contacts
John Parkhouse
Investment Management Leader
Tel: +352 49 48 48 2505

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