News and current developments

It comes as no surprise that AI is constantly finding new areas of application within Fund Lifecycle Management. Our most recent example is the PoC we successfully carried out with a North American asset manager. In this project, we integrated the FundDesigner with various LLMs to test the automated detection and interpretation of investment restrictions. The client’s expectations for their asset management context were fully met, and plans for production deployment are under

On 16 April 2026, key provisions of the German Fund Risk Limitation Act (FRiG) came into force. Its primary aim is to limit risks arising from investment funds and to transpose the European requirements of the AIFMD II Directive into German law. The FRiG will significantly tighten regulatory requirements and pose considerable challenges for fund management companies. The provisions of the AIFMD II Directive regarding risk and liquidity management necessitate the implementatio

Investment Compliance Monitoring as a Service (ICMaaS) is growing in popularity. The range of ICMaaS-services on offer is expanding and improving. An international ICMaaS provider relies on FondsDesigner for the Lifecycle Management of Investment Restrictions and their efficient implementation within the ruleset of the Investment Compliance Monitoring System. This includes the integration of FondsDesigner with the ICMaaS provider’s LLM for rapid automated analysis of investme

The AIFMD requires the strengthening of risk management for open-ended AIFs through the use of LMTs. We support our clients in implementing this using the FondsDesigner. We would be happy to share our experiences with you. We look forward to hearing from you

The BVI Fund Operations Conference 2026 took place on 24 February at Kap Europa in Frankfurt. The main topics covered were artificial intelligence, digital assets and market infrastructure, as well as data and cyber security. Attendees were able to attend 40 specialist presentations and panel discussions featuring over 60 experts across the three parallel sessions. Once again this year, we were able to gain valuable feedback and inspiration through many interesting discussion

Our customers continue to work intensively on the digital integration of company-wide processes. Fund Lifecycle Management plays an important role in this. New investment products and changes to investment products are initiated at numerous points within the company, by clients and by business partners. These processes are often based on e-mails or even the exchange of unstructured documents. The time-consuming manual processing of these is not transparent, difficult to plan

The German Federal Ministry of Finance has presented the government draft of the Fund Risk Limitation Act . The planned law primarily serves to implement the amendments to the AIFM Directive . Compared to the draft bill, the government draft includes several adjustments that are primarily intended to improve the clarity of the regulations and their practical applicability for investment management companies. The Federal Government is thus responding to criticism from industry

A US consultancy firm is using FondsDesigner to rebuild the ruleset for the Investment Compliance Monitoring System of a North American investment manager. The investment manager is benefiting from the combination of specialist local consultancy expertise and specialised automation features of FondsDesigner. We would be happy to share our experiences with you. We look forward to hearing from you.

FundDesigner 4.6 is complete and has begun rolling out. In addition to further increasing configuration options, we have expanded APIs for integrating guideline monitoring systems. We look forward to hearing from you.

BaFin has updated its FAQ documentation on the ELTIF Regulation . The main change concerns question 3 on the duration of the ELTIF . While the previous version from February 2024 still stated a specific maximum duration limit, BaFin has now revised its position.

Since mid-April 2025, another of our existing clients has gone live with version 4.5 of FundDesigner® with enhanced configurations. In addition to the introduction of a new feature that enables the efficient management of rule packages, FundDesigner® has been extended for the onboarding of US business.

The BVI Fund Operations Conference 2025 will take place on 25 February at Kap Europa in Frankfurt and will be focusing on the topics of artificial intelligence (AI), DORA implementation and digitalisation in asset management . The programme will feature 40 presentations and panel discussions with almost 60 experts and over 30 companies exhibiting. Topics and questions to be addressed include: What are the challenges for fund companies when it comes to artificial intelligence

On 4 December 2024 the EU has published Regulation (EU) 2024/2987 , which forms part of the legislative package known as EMIR 3.0 . This package primarily aims to increase the competitiveness of EU central counterparties (CCPs) and foster clearing activities in the EU, while maintaining adequate safeguards for market participants and financial market stability . As part of EMIR 3.0 the EU has also published Directive (EU) 2024/2994 , to modify the Capital Requirements Dir

The first two clients are now using version 4.5 of FundDesigner®. Among other new features, version 4.5 allows an extended document view in combination with the automated import of contract documents, a copy function for faster capturing of restrictions and the export of meta rules.

The webinar "How to Optimize Compliance Rules with the FundDesigner Platform" on October 24th offered valuable insights into the efficient management of policies and rule libraries. Industry experts such as Joy Langdon (CEO of TillieStar Compliance Solutions) and Alexander Kazlou (Managing Director at Averroes Concept Lounge) highlighted the platform’s key features, provided a step-by-step guide to streamlining compliance processes, and shared practical case studies of succes