Assogestioni - Italian Investment Management Association

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Registration as it was on 12 Apr 2024
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Overview

Lobbying Costs

200,000€ - 299,999€

Financial year: Jan 2023 - Dec 2023

Lobbyists (Full time equivalent)

6.25 Fte (9)

Lobbyists with EP accreditation

4

High-level Commission meetings

4

Lobbying Costs over the years

  • Info

    Assogestioni - Italian Investment Management Association   (Assogestioni)

    EU Transparency Register

    89046007765-76 First registered on 18 Jan 2012

    Goals / Remit

    Assogestioni is a voluntary non-profit association of companies and other organisations engaged in any form of asset management, including pensions, provided such activity has been duly authorised and is subject to specific administrative supervision. The purpose of the Association is to support economic growth and financial market development and to protect the interests of investors by promoting the development of favourable regulatory and market conditions in order to expand and defend different forms of asset management in Italy, including pension schemes, and also to spread the culture of asset management.
    1. The aims of the Association are:
    a) to cooperate in Italy and abroad with public authorities and institutions,economic, social and cultural organisations and other types of associations and organisations, including by becoming members thereof, in order to research appropriate solutions to issues concerning asset management, complementary pensions and the capital mark (...)

    Main EU files targeted

    Commission proposal of 24 September 2013 for a Regulation on Indices Used as Benchmarks in Financial Instruments and Financial Contracts
    Commission proposal of 26 June 2013 for a Regulation on European Long-term Investment Funds (ELTIFs)
    Commission proposal of 4 September 2013 for a Regulation on Money Market Funds (MMFs)
    Commission proposal of 27 March 2014 for a recast of the IORP Directive
    Proposal for a Directive of the European Parliament and of the Council on insurance mediation
    Proposal for a Directive of the European Parliament and of the Council amending Directive 2007/36/EC as regards the encouragement of long-term shareholder engagement and Directive 2013/34/EU as regards certain elements of the corporate governance statement
    Proposal for a Council Directive implementing enhanced cooperation in the area of Financial Transaction Tax
    Directive 2014/65/EU of the European Parliament and of the Council of 15 May 2014 on markets in financial instruments and amending Directive 2002/92/EC and Directive 2011/61/EU (MIFID II)
    Undertakings for the collective investment in transferable securities (UCITS V)
    Packaged Retail Investment Products (PRIIPS)
    Sustainable Finance Package
    CRDV
    ESAs Review
    PEPPs II level measures
    Discosure and Taxonomy
    Non financial Information
    Shareholder Rights Directive (SRD I e II)
    CMU
    SFDR
    Retail investment strategy
    Sustainable Corporate Governance
    AML Package
    CSDDD
    Listing Act
    EMIR
    Retail Investment Strategy
    FIDA
    DEBRA
    FASTER

    Address

    Head Office
    Via Andegari 18
    Milano 20121
    ITALY
    EU Office
    Via Andegari 18
    Milano 20121
    ITALY

    Website

  • People

    Total lobbyists declared

    9

    Employment timeLobbyists
    100%3
    75%1
    50%5

    Lobbyists (Full time equivalent)

    6.25

    Lobbyists with EP accreditation

    All Lobbyists with EP accreditation over time

    4 accreditations were / are live (in bold) for the selected state of 24 Apr 2024

    Name Start date End Date
    Fabio GALLI 08 Jun 2023 07 Jun 2024
    Ilaria PERUCH 10 Jun 2023 07 Jun 2024
    Alessia DI CAPUA 08 Jun 2023 07 Jun 2024
    Massimo MENCHINI 08 Jun 2023 07 Jun 2024
    Ms Ilaria PERUCH 10 Jun 2023 15 Apr 2024
    Ms Alessia Di Capua 08 Jun 2023 15 Apr 2024
    Mr Massimo Menchini 08 Jun 2023 15 Apr 2024
    Mr Fabio Galli 08 Jun 2023 15 Apr 2024
    Mr Massimo Menchini 22 Jun 2022 08 Jun 2023
    Mr Fabio Galli 16 Jun 2022 08 Jun 2023
    Ms Alessia Di Capua 15 Jun 2022 08 Jun 2023
    Ms Alessia Di Capua 11 Jun 2021 11 Jun 2022
    Mr Massimo Menchini 11 Jun 2021 11 Jun 2022
    Mr Fabio Galli 11 Jun 2021 11 Jun 2022
    Mr Fabio Galli 23 Oct 2019 23 Oct 2020
    Mr Massimo Menchini 23 Oct 2019 23 Oct 2020
    Ms Alessia Di Capua 19 Oct 2019 17 Oct 2020
    Mr Fabio Galli 04 Oct 2018 23 Oct 2019
    Mr Massimo Menchini 04 Oct 2018 23 Oct 2019
    Ms Alessia Di Capua 04 Oct 2018 19 Oct 2019
    Mr Fabio Galli 02 Aug 2017 01 Aug 2018
    Mr Massimo Menchini 02 Aug 2017 01 Aug 2018
    Ms Alessia Di Capua 02 Aug 2017 01 Aug 2018
    Mr Fabio Galli 23 Jul 2014 21 Jul 2015
    Mr Massimo Menchini 23 Jul 2014 21 Jul 2015
    Ms Alessia Di Capua 23 Jul 2014 21 Jul 2015
    Ms Martina Cocciolillo 23 Jul 2014 21 Jul 2015

    Complementary Information

    Most colleagues based in the Rome and Milan offices participate partially in European-level activities, responding to consultations and following the decision making process, in order to assist our members in the best way

    Person in charge of EU relations

    Data not provided by Register Secretariat due to GDPR

    Person with legal responsibility

    Data not provided by Register Secretariat due to GDPR

  • Categories

    Category

    Trade and business associations

  • Networking

    Affiliation

    Assogestioni is a member of EFAMA (European Funds and Asset Management Association), with whom it collaborates for the elaboration of European Union regulations and an efficient self-regulation of the European investment management industry

    Member organisations

    None declared

  • Financial Data

    Interests represented

    Promotes their own interests or the collective interests of their members

    Closed financial year

    Jan 2023 - Dec 2023

    Lobbying costs for closed financial year

    200,000€ - 299,999€

    Major contributions in closed year

    None declared

    Intermediaries for closed year

    None declared

    Intermediaries for current year

    None declared

    Closed year Costs

    200,000€ - 299,999€

    Other financial info

    None declared

  • EU Structures

    Groups (European Commission)

    None declared

    Groups (European Parliament)

    N/A

    Communication activities

    None declared

    Other activities

    None declared

  • Meetings

    Meetings

    4 meetings found. Download meetings

    The list below only covers meetings held since November 2014 with commissioners, their cabinet members or directors-general at the European Commission; other lobby meetings with lower-level staff may have taken place, but the European Commission doesn't proactively publish information about these meetings. For more information about which commissioner is responsible for which portfolio, check out this link: https://commissioners.ec.europa.eu/index_en All information below comes from European Commission web pages.

    • Date 27 Feb 2023 Location Brussels
      Subject retail investment strategy
      Cabinet Cabinet of Executive Vice-President Valdis Dombrovskis
      Portfolio An Economy that Works for People
      Attending
      • Andrea Beltramello (Cabinet member)
    • Date 07 Feb 2019 Location Brussels
      Subject Sustainable Finance, ESAs Review, Capital Market Union, PRIIPs
      Cabinet Cabinet of Vice-President Valdis Dombrovskis
      Portfolio Euro and Social Dialogue, also in charge of Financial Stability, Financial Services and Capital Markets Union
      Attending
      • Andrea Beltramello (Cabinet member)
    • Date 03 Dec 2014 Location Brussels
      Subject Capital Markets Union
      Cabinet Cabinet of Vice-President Jyrki Katainen
      Portfolio Jobs, Growth, Investment and Competitiveness
      Attending
      • ValĂ©rie Herzberg (Cabinet member)
      Other Lobbyists
    • Date 02 Dec 2014 Location Brussels
      Subject Introductory Meeting
      Cabinet Cabinet of Commissioner Jonathan Hill
      Portfolio Financial Stability, Financial Services and Capital Markets Union
      Attending
      • Nathalie De Basaldua Lemarchand (Cabinet member)
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