Episode 9 (Part 1): Clarifying the implications and best practice around the new PRIIPs RTS and SFDR

In discussion with Engine member:

Fintech Speakers

Gerhard Jovy

Managing Director, Founder and CEO, Acarda

Johannes Waldheim

Head of Product Development, Acarda

Igor Tesinsky

Co-founder, CFO & CTO

Igor is a technology enthusiast and a senior research analyst who spent the last 15 years working on the sell side and buy side in corporate lending and fixed income investment management. Igor has a master degree in Finance from London Business School and a postgraduate degree in Business from the University of Economics.

Mayank Agrawal

Co-founder, CTO & COO

Mayank is an entrepreneur who is passionate about FinTech and what the next generation of startups can do for the finance industry. Mayank is Co-Founder, COO & CTO of a IntelliBonds, a startup that tackle the big challenges of reducing cost and increasing margins for Bond investors through the use of technology. Prior to starting IntelliBonds, Mayank was running the FX options quant dev team at Citi Bank, London.

Episode Questions

Click each question below to jump straight to the answer in the video

Question 1:

What is SFDR and the new EET? Who has to produce it, which funds must provide it, and to whom will it be sent?

Question 2:

What are the key changes and potential complexities regarding performance scenarios under the amended PRIIPS RTS?

Question 3:

Do firms have to calculate the slippage cost before the end of the exemption period at the end of 2024? Can they take the AFG table instead?