Irish Funds

This morning, our CEO Pat Lardner joined Joe Lynam on Newstalk to discuss the vital role Ireland's funds and asset management industry plays in shaping a #secure and #sustainable financial future for investors. 📻 Listen at: https://lnkd.in/gkGz7ktp 💡 Here are some key insights from the conversation: ➡️ Connecting investors with expertise: Ireland’s funds and asset management industry helps people invest with #confidence, building their financial futures. ➡️ A history of trust and innovation: With over 30 years as a global centre of excellence, Ireland has been an early adopter, continuously #adapting to the needs of investors and fostering an ecosystem built on trust and capability. 🌍 ➡️ A nationwide impact: Nearly 20,000 professionals are employed throughout Ireland, making a tangible difference in #communities. 🌟 ➡️ Supporting businesses: Through enabling investment in private companies and #infrastructure, Ireland can fuel growth and #opportunity. 📈 ➡️ Continued collaboration is key: Our regulated industry works with policymakers and regulators to ensure the industry here operates efficiently and effectively to meet the needs of investors and maintain competitiveness.🤝 ➡️ Financial literacy is critical: Beyond today, it’s about empowering the next #generation to understand and navigate the world of investing. That’s why Irish Funds is in 11 counties with our Transition Year Financial Literacy programme. 📚 Ireland’s funds and asset management industry continues to play its part on the global stage, driving sustainable investment and economic #progress. Listen to the full interview: https://lnkd.in/gkGz7ktp #IrishFunds

📣 Join us for our final Irish Funds webinars of 2024! Our last two #webinars for this year are focusing on ‘Financial & Regulatory Reporting’ and ‘Demystifying the Retail Investment Strategy’. Mark your calendars for Thursday, 5 December and Monday, 9 December respectively.📅 The #Financial and #Regulatory Reporting webinar will cover: ➡ Regulator focus on upcoming Financial Statements, ➡ FORM PF requirements in 2025, ➡ An update on MMIF, ➡ And the UK SDR regime. Speakers: Bobby Hoey, Andrew Brennan, Frank Barrett, Padraig Murphy, Alexandra Pavlovskis. 📌 Register for the Financial and Regulatory Reporting webinar:  https://lnkd.in/eKhBxzAC ➡️ Exclusive for members: the Demystifying the Retail Investment Strategy webinar will delve into the key provisions of #RIS, including Value for Money (VfM), and essential considerations for managers. Speakers: Killian Lonergan, Kimon Argyropoulos Niarchos, Hugues Gillibert, Catherine Weeks. 📌 The registration link has already been sent out to our member firms via email. If you wish to register and have not received an email, please contact us at events@irishfunds.ie. #IrishFunds #engagement #event

📰Irish Funds Media Round Up📰 Catch up on some of the latest Irish Funds media coverage and commentary. 💡 ➡️ Private Markets - Financial News published an article reporting on Ireland's private market jobs boom. Pat Lardner, CEO of Irish Funds commented, "We have seen an increase in the resourcing which member firms are dedicating to supporting private investment strategies and associated activities…This is a function of the level of servicing of these funds, which already occurs [in Ireland], and with enhancements to Ireland’s offering in the private assets space, #growing numbers of products being established in Ireland." 🗞️ https://lnkd.in/eZ7W4-Y6 ➡️ ETFs – The Business Post covered ETFs and a recent submission Irish Funds made to the Central Bank of Ireland on ETF portfolio transparency. 'Dublin has emerged as a key domicile for ETF funds, with Ireland increasingly seen as a hub for #ETFs distribution outside the EU.'  🗞️  https://lnkd.in/eF7J4Zet ➡️ Financial Literacy - RTE News covered the Irish Funds Transition Year Programme, which now includes 18 schools and over 800 students, addressing low financial literacy and household investing rates in Ireland. The Programme is proudly sponsored by Deloitte. Financial literacy is a #vital tool that will give citizens greater #security, control, and understanding of their money and #savings. 🗞️ https://lnkd.in/euFcYPHQ ➡️ ‘Ireland’s funds and asset management industry: our future, ours to shape’ Op-Ed by CEO Pat Lardner in Finance Dublin highlighting that the evolving needs of investors and helping them provide for the future is why we exist as an industry. He discusses the importance of the funds and asset management sector and investing as an activity itself. As #competition within the EU intensifies, Ireland must continue to invest in its legislative, regulatory, and operational infrastructure to remain at the #forefront of the global market. 🗞️https://lnkd.in/edRrZu2q   ➡️ Welcome to our new Director of Member Services! Business Post published announcements on Natasha Haugh's recent appointment at Irish Funds. We’re delighted Natasha has joined in this key strategic position bringing with her extensive industry knowledge and experience. 🗞️ https://lnkd.in/ezpS9vQB / https://lnkd.in/eav_zH_w ➡️ European Savings and Investments Union - RTE breaks down the importance for Europe of achieving the Capital Markets Union / Savings and Investments Union and some of the key challenges that remain. Umar Ahmed, Director of EU Affairs highlights the importance of #investing for our #citizens’ long-term financial wellbeing. 🗞️  https://lnkd.in/eyqUvRMY #IrishFunds #MediaCoverage #Engagement

Join us next Wednesday, 4 December at 4 PM for the next Irish Funds Members Coffee & Walk! ☕🚶♂️ 📍 The meeting point will be at Dublin Castle: https://lnkd.in/ei_bkD3h This is a fantastic opportunity for all members to #connect with fellow industry professionals in a relaxed and enjoyable setting. It’s the perfect way to get your steps in while engaging in meaningful conversations. We look forward to seeing you there for a great chat and some festive cheer. #IrishFunds #Members #Engagement #Walk Sarah Bradley, Daniel Herlihy, Anita Connolly, Trish Morris, Julie Ann Cullen, Michael Dyulgerov, Triona Connolly, David Barrett, Fionnuala Toner, Aislinn O'Keeffe, Ken Somerville, Grace O'Connor, Rachel Sexton, Caroline Griffin, Jarrod Bromley, Katrina Lawrence, Mohsin Zahoor, Jennifer Reilly

🙌 Yesterday, we had the pleasure of bringing together 55 representatives from 36 #memberfirms across all four provinces of Ireland for an insightful Lunch & Learn session. These individuals have been nominated as Irish Funds #EngagementLeaders by their firms. Our Engagement Leaders will play a crucial role in advocating for and disseminating information from Irish Funds within their firms. They will also collaborate with fellow engagement leaders to build and strengthen the Irish Funds #FutureLeaders community. During the session, we provided an overview of the Irish funds and asset management industry, detailed the #mission and #activities of Irish Funds, and discussed how industry participants can stay connected through our events and communication channels. 👉 Our Engagement Leaders also learnt about their roles and the exciting opportunities ahead. A special thank you to Citi for hosting the event and providing a fantastic venue for collaboration across our member firms. 🙏   If your firm has not yet nominated an Irish Funds Engagement Leader, please reach out to us at engagementleaders@irishfunds.ie. Jennifer Reilly Natasha Haugh Pat Lardner Caroline Griffin Cilian O'Gogain   #IrishFunds #FutureLeader #engagement #collaboration

🌱 #SustainableFinanceWeek Ireland 2024 is here! Formerly known as Climate Finance Week Ireland, this flagship event has expanded its scope to encompass the broader realm of #sustainablefinance. As part of a series of insightful talks by leaders, innovators and changemakers in the field, don’t miss the Irish Funds webinar on how #funds are driving the green transition tomorrow, 28 November at 3pm. Moderated by Cathal McGlinchey, Head of Financial Reporting Solutions at KPMG Ireland and Chair of Irish Funds’ ESG Data and Reporting Working Group, this panel will feature #ESG experts discussing data availability, transition strategy #implementation, key metrics and the regulatory framework. Panellists: ➡️ Tim Herzig – Portfolio Manager, Invesco Asset Management Deutschland ➡️ Nadia Humphreys – Head of Sustainable Finance Data Solutions, Bloomberg ➡️ Aoife Kearney – Assistant General Counsel, Neuberger Berman Register to attend the virtual event: https://lnkd.in/eQQC4qbt #SFWI2024 #IrishFunds #funds #assetmanagement

📣Sponsorship and branding opportunities are now available for Irish Funds in-person and digital events in 2025!   Our programme of #international events in 2025 will focus on core events in the UK, North America and Ireland in addition to the continued development of webinar and digital platform engagement covering key issues impacting the #globalfunds and #assetmanagement industry.   ➡️Sponsoring Irish Funds events provides you with incomparable #opportunities for brand exposure and strategic #networking among a core group of decision makers in the domestic and international fund industry.   Irish Funds member companies can avail of a 25% discount across all individual sponsorship items 🙌   For more information, visit our sponsorship page: https://lnkd.in/ehq5c64N   #sponsorship #IrishFunds #branding #engagement #events

📢Listen to Andrew O'Callaghan, Global Advisory Leader - Asset and Wealth Management PwC highlight the significant impact of Irish Funds. PwC employs approximately 3,500 people in Ireland, with around 600 dedicated to the #assetmanagement sector. These individuals benefit from their active participation in Irish Funds. Their deep industry knowledge not only helps their clients but also empowers them to achieve career success in ways that wouldn’t be possible otherwise. 📌Check out all our member testimonials from a broad range of organisations: https://lnkd.in/eY3eMScx   ➡️ Find out more about the benefits of Irish Funds membership: https://lnkd.in/e-i8AFRs #IrishFunds #Member #Engagement

Irish Funds was delighted to attend EFAMA‘s Investment Management Forum #IMF2024 in Brussels today. Day one included insightful keynotes and discussions with Verena Ross European Securities and Markets Authority (ESMA) and John Berrigan European Commission expertly interviewed by EFAMA’s Tanguy van de WERVE and thought provoking panel sessions focusing on driving EU competitiveness under the lens of the Savings and Investment Union and the recent Draghi and Letta reports and recommendations. Private markets being crucial to help finance the required change and a need to simplify and harmonise rules. How do we build a strong capital market that attracts investment, provides returns for investors and supports EU growth? John Berrigan made the point that this is a partnership - the Commission and National member states need to work to create a full package and ecosystem which supports better access, targeted financial literacy measures and important National tax incentives to domestic retail investors to drive the change needed. Day two focused on the investor as the panelists and keynotes spoke about the need to simplify the #Retail Investment Strategy, value for money, costs and transparency and the need to build scale and reduce complexity. The value of pension tracking systems and dashboards and the implementation of auto enrolment being key measures that are needed to help investors. The event concluded with an important discussion on #sustainablefinance, labelling and the requirement to enable the green transition. Thank you to EFAMA for hosting such a fantastic event. Vanora Madigan Ruth Fairclough Gwen Lehane Zuzanna Bogusz THOMAS TILLEY Marin Capelle Hailin Yang #EUCompetitiveness #Savings #RetailInvestors #PrivateAssets #SustainableFinance

👏👏 And that’s a wrap on this year’s 11th Annual Irish Funds UK Symposium! We had a fantastic turnout today – thank you to everyone who attended. We hope you found the day insightful, thought-provoking, and enjoyable.   In the latter part of the day, we delved into in-depth discussions on Efficiency in Motion – Shaping Funds Dynamics with Sarah Maguire, Des Pierce and Micaela Kelley. This was followed by an enlightening presentation on Why investing in Nature is business critical by Robert Gardner🌳   The final panel of the day, The Changing Needs & Trends of Allocators, featured James Costello, CFA Cian Hurley, CFA Catherine B. and Rhodri Mason . Our last speaker, Neil Brown Geopolitical Strategist at Deltroit Asset Management, captivated us with his talk on ‘It Is A Mad World And It Does Matter For Markets’.🌍   Pat Lardner closed the event, emphasising the importance of coming together and the power of relationships – between people, firms, and countries. 🤝   And now, on to our networking drinks! Thank you!   We are incredibly grateful for the support of our sponsors, exhibitors, and event partners, who made this event possible. 🙏 🙏 🙏 Premium Sponsors: 👉 Citi BNP Paribas Walkers JTC Group State Street J.P. Morgan PwC Ireland CACEIS IQ-EQ KPMG Carne Group Universal-Investment 👉 Event Sponsors & Exhibitors: Northern Trust FITZ Partners Ltd K&L Gates Societe Generale Thomson Reuters NAV Fund Services Broadridge PATRONAS Financial Systems EPIC Investment Partners Profidata IDA Ireland HIGHVERN #IFLondon24 #IrishFunds #UKSymposium