Ireland: Investment Strategy

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Welcome to the Mondaq Strategy homepage, here you will find thought leadership articles, podcasts, videos and webinars providing insights covering topics such as Economic Analysis, Government Policy, Public Finance, Investment Strategy, Management and Industry Updates and Analysis.

The EU Retail Investment Strategy: Implications For Fund Managers

The EU Retail Investment Strategy is a legislative package which introduces significant changes to the UCITS Directive and AIFMD, as well as MiFID II, the Insurance Distribution Directive and the Solvency II Directive via an omnibus directive (Omnibus Directive).

European Union Finance

DE

Dillon Eustace

Roadmap For The Taxation Of Retail Investment Published: Funds Perspective

The Irish Department of Finance has unveiled a comprehensive roadmap to transform how retail investors are taxed, with a new investment account at its core designed to simplify the tax framework and encourage greater participation in capital markets. The proposal includes annual contribution limits, a tax-free threshold, and a flat-rate tax structure that eliminates the controversial deemed disposal rule, while also signaling broader reforms to investment fund taxation from Budget 2028 onwards. This initiat

AC

Arthur Cox

Irish Limited Partnerships - Proposed Reforms Take Shape

Ireland's Department of Enterprise, Trade and Employment has launched a public consultation on modernising the limited partnership framework established under the Limited Partnerships Act 1907. The consultation seeks stakeholder input on three key reforms: increasing the cap on partner numbers, introducing a whitelist of permitted activities for limited partners, and allowing capital contribution withdrawals during the partnership's lifetime.

Ireland Wealth Mgt

W

Walkers

European Commission Launches Targeted Consultation On The Review Of MiCA

On 20 May 2026, the European Commission published a targeted consultation on the review of Regulation (“EU”) 2023/1114 on Markets in Crypto-Assets (“MiCA”).

Ireland Finance

MG

Maples Group

Ireland Strategy

AC

Arthur Cox

AIFMD II Loan Origination Rules: What's New?

Ireland Strategy

AC

Arthur Cox

Supervising The Future: How The Market Integration Package Will Reshape European Capital Markets

European Union Finance

AC

Arthur Cox

Sustainable Funds Take 2: The European Commission Revisits The SFDR

Ireland Strategy

M

Matheson

European Commission Announces Overhaul Of SFDR Regime

Ireland Finance

DE

Dillon Eustace

European Commission Adopts Technical Standards On Liquidity Management Tools Under AIFMD And The UCITS Directive

European Union Finance

AC

Arthur Cox

Regulatory Technical Standards On Open-Ended Loan-Originating AIFs Published

Ireland Strategy

AC

Arthur Cox

ESMA Publishes Final Report On Open-ended Loan-originating AIFs

Ireland Finance

DE

Dillon Eustace

Central Bank Provides Clarification On Certain Requirements Applicable To Irish QIAIFs

Ireland Finance

DE

Dillon Eustace

ESMA Advice On The Review Of The UCITS Eligible Assets Directive

Ireland Wealth Mgt

W

Walkers

Authorisation Processes In Ireland (Podcast)

Ireland Finance

AC

Arthur Cox

Video: Understanding The WRC Adjudication Process – Episode 4

Ireland Employment

WF

William Fry

Video: Key Workplace Policies and Procedures in Ireland - Episode 2

Ireland Employment

WF

William Fry

Life Sciences Outlook 2026 - Mergers And Acquisitions (Video)

Ireland Strategy

AC

Arthur Cox

From Copilot To Colleague: How Agentic AI Is Reshaping Work, Governance And Risk (Podcast)

Ireland Technology

WF

William Fry

Central Bank Of Ireland Updates Its UCITS Q&A On Portfolio Transparency For ETFs

In a move that will be welcomed by asset managers conducting exchange-traded fund (ETF) business in Ireland, or those who are hoping to move into the Irish ETF space, the Central Bank of Ireland (the Central Bank) has moved to allow for the establishment of semi-transparent ETFs by amending its requirements for portfolio transparency.

Ireland Finance

KG

K&L Gates LLP

Semi-Transparent ETFs: Ireland's New Approach To Portfolio Disclosure

Under the updated rules, ETFs authorised by the Central Bank can now disclose their portfolio holdings on a daily, or less frequent periodic basis, subject to certain conditions outlined below...

Ireland Finance

MG

Maples Group

Establishing A UCITS Management Company In Ireland - Submission To The Central Bank And Review Process

The UCITS ManCo will need to submit the following documents to the Central Bank for review as part of the application for authorisation...

Ireland Finance

AC

Arthur Cox

Establishing An Alternative Investment Fund Manager In Ireland - Submission To The Central Bank And Review Process

The AIFM will need to submit the following documents to the Central Bank for review as part of the application for authorisation...

Ireland Finance

AC

Arthur Cox

Savings And Investments Union: Commission Outlines Its Plans

Ireland Finance

AC

Arthur Cox

Fund Finance: Central Bank Of Ireland Relaxes Regulatory Prohibition On Provision Of Third-Party Guarantees By QIAIFs

Ireland Finance

W

Walkers

Artificial Intelligence In EU Investment Funds

European Union Technology

BW

Byrne Wallace

Matheson Talks Financial Regulation Podcast No.19: Look Back To Look Forward 2024 – IAF

Ireland Insolvency

M

Matheson

Matheson Talks Financial Regulation Podcast No.23: Look Back To Look Forward 2024 – Retail Investment Strategy

Ireland Strategy

M

Matheson

Preferred Equity Investments In Irish Real Estate

Ireland Real Estate

WF

William Fry

ELTIF – The Next Generation

Ireland Finance

AC

Arthur Cox

ESMA Launches Consultation On Open-ended Loan-originating AIFs

Ireland Finance

AC

Arthur Cox

ESMA Consultation On Open-Ended Loan-Originating AIFs Under AIFMD II

Ireland Finance

W

Walkers

Fund Finance In Ireland – Choosing The Appropriate Fund Structure

Ireland Finance

WF

William Fry

ELTIF – The Next Generation

In the past year, the European Long-Term Investment Fund ("ELTIF") has undergone several changes. The enhanced framework is proving attractive to fund managers looking to provide long-term investment options...

Ireland Finance

AC

Arthur Cox

ESMA Launches Consultation On Open-ended Loan-originating AIFs

On 12 December 2024, the European Securities and Markets Authority ("ESMA") initiated a consultation on draft regulatory technical standards ("RTS") for open-ended loan originating alternative...

Ireland Finance

AC

Arthur Cox

ESMA Consultation On Open-Ended Loan-Originating AIFs Under AIFMD II

On 12 December 2024, ESMA published a consultation paper containing draft regulatory technical standards ("Draft RTS") pursuant to Directive (EU) 2024/927 ("AIFMD II")...

Ireland Finance

W

Walkers

Fund Finance In Ireland – Choosing The Appropriate Fund Structure

An investment fund in Ireland is typically established as an umbrella fund – a fund which is divided into sub-funds with segregated liability.

Ireland Finance

WF

William Fry

Process For The Authorisation Of A UCITS

Ireland Wealth Mgt

AC

Arthur Cox

AIFMD 2.0 And UCITS – ESMA Consults On Level 2 Measures And Guidance

The European Securities and Markets Authority ("ESMA") has issued consultations on draft guidelines and technical standards under the revised Alternative Investment Fund Managers...

European Union Finance

M

Matheson

Using ESG Or Sustainability-Related Terms In Funds' Names: ESMA's Guidelines

Following an 18 month wait since the publication of the European Securities and Markets Authority's ("ESMA") consultation on funds' names using ESG or sustainability-related terms...

European Union Finance

M

Matheson

European Commission Adopts Delegated Regulations For ELTIF 2.0 And Rejects Key Changes Proposed By ESMA

The European Commission (EC) has adopted the long awaited ELTIF 2.0 Delegated Regulation (RTS).

European Union Strategy

KG

K&L Gates LLP

Pensions Summer Update 2024

This Summer update from our Pensions Group covers topical issues in pensions law, including the latest news on automatic enrolment, an update on DORA transposition...

Ireland Employment

AC

Arthur Cox

Funds Quarterly Legal And Regulatory Update: 1 April 2024 - 30 June 2024

Ireland Finance

DE

Dillon Eustace

ESMA Finalises Guidelines On Use Of ESG Or Sustainability-Related Terms In Fund Names

European Union Environment

AC

Arthur Cox

ELTIF – The Next Generation

Ireland Finance

AC

Arthur Cox

Video Series On The Irish ELTIF | Episode Three

Ireland Wealth Mgt

DE

Dillon Eustace

Video Series On The Irish ELTIF | Episode One

Ireland Wealth Mgt

DE

Dillon Eustace

New Pathway For ELTIFs Seeking Authorisation In Ireland

Ireland Strategy

AC

Arthur Cox

FIG Top 5 At 5 - 08/02/2024

Ireland Finance

M

Matheson

Proposed Changes to SFDR Annexes and Other Proposals From the ESAs' Amendments to the SFDR RTS

Ireland Wealth Mgt

AC

Arthur Cox

Responsibility Of UCITS Management Companies And AIFMS For Producing PRIIPs Key Information Documents Confirmed

European Union Strategy

KG

K&L Gates LLP

ESMA Publishes Its Annual Work Programme For 2024

European Union Wealth Mgt

DE

Dillon Eustace

ESMA Publishes Finalised Draft Implementing Measures Under The ELTIF Regulation

European Union Wealth Mgt

DE

Dillon Eustace

ESMA Publishes Its Final Report On The ELTIF Regulatory Technical Standards

European Union Wealth Mgt

W

Walkers

Central Bank Of Ireland Outlines Findings From Review Of SFDR Filings

Ireland Environment

M

Matheson

AIFMD 2.0 Is On The Way

European Union Finance

M

Matheson

AIFMD II – A Closer Look

European Union Strategy

W

Walkers

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