Asset Management Framework

The entry into force of the new Asset Management Framework 2002 (“RGA” - Regime da Gestão de Ativos) introduces a number of changes to the regulatory framework for collective investment undertakings (CIUs) in Portugal. These changes will require those operating in the market, including management companies, depositaries and investors, to take steps to adapt.

In order to provide guidance on some of the actions required, this Trending Topic is dedicated to the new rules and brings together material on the main measures to be considered. It also includes the views of our experts. 

Here you'll find:

• A guide highlighting the main innovations and clarifications provided by the CMVM in the context of the Asset Management Framework Regulation
• An opinion piece by Raquel Azevedo, João Dias Lopes and Sara Asseiceiro on the changes for small management companies (in Portuguese)
• A guide to the various changes introduced by the Asset Management Framework to the regulatory framework for collective investment undertakings (CIUs)