Clik here to view.
Regulations – Will Transparency Fall Short?
Welcome to my new blog – On Solvency II, Transparency and other Musings. This is my first post. Hope you enjoy it… John The decade of regulation is amongst us – there are regulations coming at us from...
View ArticleClik here to view.
Solvency II – Persist in identifying your limitations and you will fulfil them
If we look back to 2008, the year from which most of the current batch of regulations ensued, it is important to look at the lessons learned by the survivors of the crisis. The aftermath showed that it...
View ArticleClik here to view.
Asset data and Transparency … who is best positioned to manage it?
Aside from the uncertainty over the timeline, and long-term guarantees, there are a number of issues that still come up at conferences as unresolved and posing problems for all in the Solvency II...
View ArticleClik here to view.
10 Things worth remembering about Solvency II – Part 1
I wanted to take the chance to focus on some points that were discussed at recent conferences and address some issues that have been at the forefront of the minds of asset managers, insurers and...
View ArticleClik here to view.
10 things worth remembering about Solvency II – Part II
This is part 2 of my blog on some of the points discussed at recent conferences and some of the issues at the forefront of the minds of asset managers, insurers and third party administrators over...
View ArticleClik here to view.
Progressing with Solvency II – Best practice for market risk
As we wait for the local authorities to report back to EIOPA on the interim guidelines on June 19th in a ‘comply or explain why not’ way, it’s worth stepping back and having a look at how and why we...
View ArticleClik here to view.
Asset Managers, How to address the Fund of Fund issue
In previous blogs I have looked at the issue of transparency and how the requirement for asset managers to provide granular security level portfolio has grown. Investors are asking for this data, and...
View ArticleClik here to view.
Is this really Solvency II – Or Solvency I in disguise?
When you ask a question, sometimes the answer surprises you. This is what happened to this blogger at the recent Solvency II Summit conference in London, but more on that later. In the past this blog...
View ArticleClik here to view.
If a tree falls in a forest what is its measure of risk?
Interesting blog post from my colleague Ronan Brennan on the implications Solvency II has on asset manager and how they will be required to provide reporting with a full look-through. “If a tree...
View ArticleClik here to view.
Asset data – focus on the end game
In my previous blog, I focused on the progress , or lack thereof that insurers were making on the asset data side of Solvency II. I raised the question of the full balance sheet approach the regulators...
View ArticleClik here to view.
The European Commission provides clarity to insurers and asset managers...
Today the European Commission has issued the new start dates for Solvency II. The new transposition date will now be 31st January 2015 with Solvency II being applied from 1st January 2016. The European...
View ArticleClik here to view.
Solvency II, the clock is ticking – Timelines, Activity & Implementation
On the 2nd October the European Commission published the 2nd ‘Quick Fix’ directive, finally providing some clarity to insurers, asset managers and third party administrators (TPAs). The dates as many...
View ArticleClik here to view.
Solvency II Timelines and The Asset Data Challenge
I will be presenting a webcast on Tuesday 12th November on Solvency II Timelines & The Asset Data Challenge. Join me online where I will be discussing the current status of Solvency II, timelines,...
View ArticleClik here to view.
Omnibus II trilogues agreed
Solvency II , the European regulation that aims to create a level playing field in the insurance sector in the European union has been in planning for nearly 13 years to date. Originally planned for...
View ArticleClik here to view.
Plumbing for Transparency
This post is by guest contributor Jeff Willems, who is VP Client Services at MoneyMate. Jeff recently attended the EIOPA Conference in Frankfurt and in this post he is discussing transparency, one...
View ArticleClik here to view.
Solvency II the forgotten debate will rear its head in 2014
Quarter four of 2013 will be seen by many as a milestone in the Solvency II journey. We’ve had a 2nd quick fix directive and an agreement on the Omnibus II trilogues. Both of these have led to the dust...
View ArticleClik here to view.
Solvabilité II : Le retour de la problématique du ‘look-through’ en 2014
L’accord du Conseil et du Parlement européens sur la directive Omnibus II, le 13 novembre dernier, fixe au 1er janvier 2016 la date d’entrée en vigueur de la réforme Solvabilité II. Voici venu le temps...
View ArticleClik here to view.
MoneyMate Launches Silverfinch
MoneyMate today unveiled the new name and logo of their Solvency II Look-Through and Data Utility as Silverfinch. Silverfinch is a fund data utility that creates connectivity between asset managers and...
View ArticleClik here to view.
Solvency II: The Four Stages of Grief
As insurers prepare to engage with their investment partners on Solvency II asset data requirements, asset managers face a difficult journey that I would suggest is not dissimilar to the stages of...
View ArticleClik here to view.
The External Look-Through Debate
Now that the level 2 draft delegated acts are being circulated (on a somewhat restricted basis), insurers can now begin to evaluate what will need to be done in the run in period. Many have waited to...
View Article