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ABC.DOCs Wiki
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AI ChatBot Landing Page
AI-Extractor
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ATLAS Fund Regulation
- Canada Investment Rules
- EU – AIFMD Annex IV Reporting
  - AIFMD Annex IV ESMA Opinion and Jurisdictional Differences
  - AIFMD Annex IV Reporting Secured Borrowing
  - AIFMD Data Taxonomies
  - AIFMD Reporting Codes – Decision Tree
  - AIFMD Small and Registered AIFM
  - Annex IV Reporting Private Equity and Real Estate AIF
  - ESMA Opinion – Master AIF Reporting
  - UK implementation of AIFMD
- EU – Long Term Investment Funds
- PRIIPs KID
  - Category II PRIIPs – What MRM calculations are required?
  - CRM Calculation Step 1
  - CRM Calculation Steps 2, 3 and 4
  - PRIIPs – The EPT
  - PRIIPs Costs and Charges
  - PRIIPs KID Template
  - PRIIPs KID Template Overview
  - PRIIPs KID vs UCITS KIIDs
  - PRIIPs MRM Market Calculation
  - PRIIPs Performance Scenarios
  - PRIIPs Risk Disclosures
  - PRIIPS Risk Overview (SRI, MRM and CRM)
  - The 4 PRIIPs Categories
  - The VEV Calculation – More Detail
- EU – SFTR
- EU – Solvency II
- EU – UCITS and AIFMD Exposure Concepts
  - Commitment Exposure – The Difference between UCITS and AIFMD
  - Example 1: Derivative Supported by Cash and Risk-Free Assets
  - Example 2: The Relevance of Derivatives’ Unrealised Gain
  - Example 3: The Relevance of Derivatives Unrealised Loss
  - Example 4: Fund has borrowed cash to buy more equities
  - Example 5: Total Return Swap example
  - Example 6: Deleverage Example 1
  - Example 7: Deleverage Example 2
  - Example 8: Convertible Bonds
  - Example 9: Future combined with Forward FX
  - Recommendations For Change
- UCITS / NURS KIIDs
  - KIID – Further Detail
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  - Malta AIFMD vs PIFs
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  - Malta Retail Funds
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  - Malta: Collective Investment Schemes Law and Regulation
- Nigeria Pension Funds
- Open Protocol (OPERA) Reporting
- Position Limits (including MIFID II)
- Singapore Funds
- Switzerland Investment Rules
  - BVV Funds
  - Switzerland CISA Overview
- UK – FCA Derivative Use Reporting
- UK – Non-UCITS Funds
- UK – NURS Rules
- US – 13F Reporting
  - 13F Data Lists
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- US – 1940 Act Investment Rules
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  - FORM PF Questions Summary
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Highwire Atlas Version 3
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- AIFMD Annex IV File Formats and Requirements
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- Alternative Assets Wiki
  - Alternative Assets Sandbox Portfolios
  - Asset Types
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- Assessment of Value
  - Assessment of Value Brochure
  - Assessment of Value Video
- Assessment of Value Module
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- Cashflow Monitoring
  - Brochure
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  - Cashflows file
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  - FundWare – Client – NAV – File – Specifications
  - Group, Manager, Entity, Portfolio and Shareclass Static Data Templates
  - Portfolio Holdings
  - Portfolio Summaries and Returns
  - Prices, Values and Dividends
  - Reuters File Specification
  - Security Data File Specification
  - Transaction Costs
- Comparing Investment Limits: NURS vs. UCITS
- Counterparty Risk
- Counterparty Risk Monitoring Module
- CPO-PQR
- Custody Market Oversight
  - Brochure
  - Video
- Custody Market Oversight Module
- Daily Client Governance
- Data Quality Management
- Decision Trees
  - IBP – 2.2 Darren Open Ended Funds / 650630217
  - IBP – 2.3 Is it equivalent to a UCITS / 393541808
  - IBP – 3. Eligible Deposit / 823095231
  - IBP – Additional criteria for closed end-funds / 968329355
  - IBP – Approved Deposit Takers / 916506419
  - IBP – Approved Money Market Instruments / 558037057
  - IBP – Approved Transferable securities – practical / 176732280
  - IBP – Closed end funds – subject to corporate governance mechanism / 323183939
  - IBP – Darren eligible TS / 640944159
  - IBP – Derivatives on Financial Indices / 685437239
  - IBP – Eligible Markets Assessment – PL / 522866454
  - IBP – HighWire HelpDesk: Resolving breaches and understanding rules / 563395676
  - IBP – Indices – Adequate diversification / 133638671
  - IBP – Is it an eligible Derivative / 238854105
  - IBP – OTC Derivative Counterparties / 939123244
  - IBP – SFI / 510610755
  - IBP – UCITS Asset Eligibility / 329477059
  - IBP – UCITS Equivalent Assessment – PL / 681715816
  - iBP 2.1 Eligible Collective Investment Schemes / 762159968
  - IBP1 – Investment Compliance Q&A / 660796844
- Depositary Cashflow Monitoring Module
- Derivatives Exposure
  - Derivative Concepts Summary
  - Security Identifiers
  - Standard Set-up ETD
- Dual Disclosures
  - Canada – Major Shareholdings
  - Dual Disclosures Overview
  - EU Short Selling
  - EU Transparency Directive
  - Identifying Canadian Issuer in scope for AMR / EWR Disclosures
  - Identifying EU Transparency Directive Disclosure in Scope
  - Identifying Schedule 13D / G Securities in Scope
  - Identifying UK Major Shareholding Disclosure in Scope
  - UK Short Selling
  - United States – 13D & G
- EMT/EPT Framework
- ESG and Sanctions Monitoring
  - Cannabis Stocks
  - Cluster Munitions
  - Country of Risk
  - Cryptocurrency Stocks
  - International Sanctions Lists
  - Russia
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  - Sin Stocks
    - Pornography and adult Entertainment
- EU MMF
- Factsheets
  - Data Requirements
- Factsheets and KIIDs
  - Brochure
  - Factsheets Video
- FCA Derivative Use
  - FCA Derivative Use – Data Taxonomy
  - FCA Derivative Use – FCA Queries
  - FCA Derivative Use – How to File on Gabriel
  - FCA Derivative Use Brochure
  - FCA Derivative Use Error Messages
  - FCA Derivative Use Video
- FCA Derivative Use Reporting Module
- File Requirements and Formats COPY
- Foreign Investment Rules Module
- Form PF
  - Data Requirements Docs
  - US Form PF Reporting Brochure
  - US Form PF Reporting Video
- FundWare – Client – General – File – Specifications
- FundWare – Client – Shareholder Disclosures simplified – File – Specifications
- Global Disclosures
  - Brochure
- Global Disclosures Information Portal Video
- Global Exchanges
  - Brochure
  - Video
- Global Exchanges Information Portal
- Global Exchanges Video
- Highwire Counterparty Risk Module
- HighWire Data Dictionary
- HighWire Data Mapping Framework
- HighWire e-Learning Hub
- HighWire Home v3
- Industry Sectors Monitoring
- Investment Compliance
  - Brochure
  - Brochures
  - Investigating Breaches
  - Investment Compliance Video
  - Quick Q&A
  - Rules Libraries
  - Rules Writing
    - Module Overview / Training
    - Style Guide
  - Sandbox Test Documentation
  - UCITS
- Investment Compliance Wiki
- Investment Compliance, Risk, Shareholder Disclosures
- Investor Communications Regulation
  - Branding Templates
  - DCPT (Defined Contribution Pension Template)
  - EMT (European MiFID Template)
  - FVPT (Fair Value Pricing Template)
  - INVESTOR COMMS – Data Mappings
    - Dissemination Template
    - Registration & Distribution Template
  - The European ESG Template (EET)
  - VaR Templates
- Leverage Requirements Monitoring Module
- Liquidity Risk
  - Atlas e-Learning
  - Calculations
  - Inputs
  - Liquidity Contractual Basis Methodology
  - Liquidity Fixed Income Methodology
  - Liquidity Fund of Funds Methodology
  - Liquidity Market Data Requirements
    - Liquidity Onboarding Checklist
  - Liquidity Risk Brochure
  - Liquidity Risk Video
  - Liquidity RMP Consultancy Support
  - Liquidity Troubleshooting
  - LST – Stress Tests Overview
  - Module Specifications
    - Liquidity Defaults – Contractual Basis Assets
  - Quick Q&A
  - Regulatory News & Blogs
- Liquidity Risk Management & Monitoring Module
- Major Shareholdings Module
- Market Risk Monitoring Module
- NAV Oversight
  - Brochure
  - Data Requirements
  - NAV Oversight Video
- NAV Oversight and Validation Module
- Non-UCITS Investment Compliance Module
- Portfolio and Shareclass Statistics
  - Active Premium
  - Alpha
  - Beta
  - Brochure
  - Capture & Market Percentage Ratio
  - Cost Calculations
  - Excess Returns
  - Jensen’s Alpha
  - Kurtosis
  - Market Correlation
  - Market Risk Measure (MRM)
  - Maximum Drawdown
  - Sharpe Ratio
  - Skewness
  - Sortino Ratio
  - Standard Deviation
  - Treynor Ratio
  - Value at Risk (VaR)
  - VaR Equivalent Volatility (VEV)
  - Video
- Portfolio Statistics Module
- Prospectus & Mandate Limits Compliance Module
- Risk Monitoring
  - Brochure
  - Risk Module Video
- Rules Summaries and Troubleshooting
  - UCITS Legislation
    - UCITS Rules References
    - UCITS Rules Summary
  - UK NURS Legislation
    - UK NURS Rules References
    - UK NURS Rules Summary
- Rules Writing
  - Complex Rules
  - Groupings of Assets
  - Investment Rules – Other Common Restrictions
  - Pre-coded Regulatory Rules and Prospectus Rules
  - Prospectus Rules Investment Rules
  - Rules writing – prospectus review
  - Rules Writing Style Guide
- Sector Rules Compliance Module
- Sensitive Sector Rules Module
- Shareholder Disclosures
  - Brochure
  - Client Daily Processes
  - Data Requirements
  - Data Terminology
  - Rules Testing & Documentation
  - Shareholder Disclosures Video
- Shareholder Disclosures Integration DB
  - Foreign Investment Rules
  - Issuer Limits
  - Large Shareholdings
  - Sensitive Sectors
  - Short Selling
  - Takeover Disclosures
- Standard Identifiers
- Takeover Disclosures Module
- UCITS Decision Trees
- UCITS Investment Compliance
  - Latest News
  - UCITS Country Comparisons
  - UCITS Derivatives Rules
  - UCITS Eligible Assets
    - UCITS Eligible Assets Decision Trees
    - UCITS Eligible Assets Guide
  - UCITS Eligible Markets
    - UCITS Eligible Markets Decision Tree
  - UCITS EPM Rules
  - UCITS Guidance and Legislation
  - UCITS Investment Rules
  - UCITS Legislation & Overview
- UCITS Investment Compliance Module
- UCITS KIID
  - UCITS KIID – User Guides and Data Requirements
- UCITS Rules Not Applicable to NURS: A Comparative Overview
- UCITS Value at Risk Module
- Underlying Funds Holdings Files
- US 13F Reporting
  - Brochure
  - Video
- US 1940 Act
  - US 1940 Act Investment Compliance Module Video
- US 1940 Act Investment Compliance Module
- US Form 13F Reporting Module
  - US Form 13F Reporting Module Video
- US Form PF Reporting Module
- Value at Risk (VaR)
  - Brochure
  - Value at Risk (VaR) Video
  - VaR Backtesting
  - VaR Regulatory Provisions
  - VaR Time Conversions
- AIFMD Annex IV
  - AIFMD Annex IV Data Requirements
  - AIFMD Annex IV Reporting Module Video
  - AIFMD System Troubshooting
  - Annex IV Operations
  - Brochure
HighWire Release Notes
HighWire Upcoming Events
HighWire XML Utils
HSBC
Investment Compliance – June 2023
Latest News (Global Disclosures News Articles)
Leverage
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- Calculations Examples
- Commitment Method Exposure – Funds-Axis Recommendations for Change
- Regulations
- UCITS Commitment vs. AIFMD Commitment – The key differences
Liquidity Calculations Traded Volume Basis Methodology
Liquidity v2
Major Shareholding Thresholds
Pieter Dual Disclosures
Pulse Dashboard
reports
Restricted Access
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SFDR
Shareholder Disclosures Integration
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- Sensitive Sectors Module
- Thresholds Overview Module
Shareholder Disclosures Integration v2
System Administration Guides
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  - Brochure
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UCITS Eligible Assets – Decision Tree
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3:00 pm

Friday, 30th April, 2021 @ 4:00 pm - 5:00 pm

AIMA ESG Regulation in Canada – Key Trends for Fund Managers Webinar

Webinar

Demand for ESG and sustainable finance continues to dominate regulatory focus around the globe, with each jurisdiction outlining their own regulatory guidelines and commitments amid developing global standards. Join us…

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