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FMA applies new rules against mislabelling of sustainable investment funds: ESMA Guidelines on ESG terms in funds’ names.

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FMA applies new ESMA Guidelines on using ESG terms in fund names into its administrative practice.

FMA using AI to review thousands of key information documents issued by Austrian credit institutions and retail funds

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The new edition of “Let’s talk about money” explains how investment funds can be compared using key information documents (PRIIPs-KIDs).

FMA refers to a warning by the German BaFin regarding “Agrarvis Forst- und Energiegenossenschaft” apparently established in Vienna

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Agrarvis publicly offers investment products without publishing sales prospectuses.

FMA Report on Asset Management – 2nd Quarter 2024: funds’ managed assets increased to € 222.6 bn (+1.2%). Prevailing trend towards sustainable investments.

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managed assets increased to € 222.6 bn (+1.2%). Prevailing trend towards sustainable investments.

Loans taken out for renovations as a result of flood damage do not fall in the scope of application of the Regulation for sustainable lending standards in the financing of residential property (KIM-V)

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Loans taken out for renovations following flood damage not in the KIM-V’s scope of application

FMA Report on Corporate Provision Funds – Q2 2024: managed assets increased by +2.57% to € 19.8 billion; investment performance: +0.67%

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Managed assets increased by +2.57% to € 19.8 billion; investment performance: +0.67%

FMA FX Lending Survey Q2 2024: outstanding volume € 6.5 billion, making up only 3.7% of all loans to private households.

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Outstanding volume € 6.5 billion, making up only 3.7% of all loans to private households.

FMA Q2 2024 Report on the Austrian Insurance Sector: significant increase in premium volume, good earnings situation and solvency

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Significant increase in premium volume, good earnings situation and solvency

FMA Executive Director Ettl: “The management of non-financial risks is an absolute necessity” – Clean Financial Centre: supervisor emphasises its zero tolerance policy – 6th FMA Workshop on Compliance and Anti-Money Laundering in Vienna

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Addressing the FMA’s 6th Workshop on Compliance and Anti-Money Laundering, FMA Executive Director Ettl emphasised that the “management of non-financial risks is an absolute necessity”.

FMA Report for Q2 2024 on Austrian Pensionskassen: assets managed increased by 1.55% to € 27.60 bn, investment performance of +1.25%.

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At the end of Q2 2024, Austria’s Pensionskassen managed assets of EUR 27.60 billion.

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