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13 January 2017

Investment & Pensions Europe: FSB tweaks asset management plan, but G-SIFI thrust frustrates


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The FSB has set out its final policy recommendations for tackling structural weak spots in asset management activities, making some welcome changes but also frustrating some in the industry by deciding to pursue work that could lead to asset managers being deemed “systemically important”.


The Basel-based Financial Stability Board (FSB) has been examining the asset management sector since 2015 due to concerns its growth, alongside trends such as increased investment in illiquid assets, could pose a danger to financial stability.

It made policy recommendations to tackle “structural vulnerabilities” of asset management activities in June last year, covering risks such as liquidity mismatches in open-ended funds and leverage within investment funds.

The FSB, with other international bodies, has been considering designating asset managers as globally systemically financial institutions (G-SIFIs) alongside banks and insurers but delayed a decision on this until after its work on the structural vulnerabilities of asset managers was completed.

The FSB said its final policy recommendations deviated from its June 2016 proposals in a few ways to reflect responses to its consultation.

“Among other things,” it said, “the recommendations on liquidity have been revised to encourage authorities to develop consistent reporting requirements, to better distinguish the information that is useful to authorities and investors, and to emphasise the exploratory nature of system-wide stress testing at this time.

“The purposes and uses of leverage measures also have been clarified.”

The FSB said it also clarified the circumstances where authorities could consider providing specific guidance to facilitate the use of exceptional liquidity management tools to include, for example, when there is a market dislocation or overall market stress. 

Press release



© IPE International Publishers Ltd.


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