Overview
Lobbying Costs
250,000€
Financial year: Jan 2014 - Dec 2014
Lobbyists (Full time equivalent)
10.25 Fte (16)
Lobbyists with EP accreditation
0
High-level Commission meetings
4
Lobbying Costs over the years
-
Info
Assogestioni - Italian Investment Management Association
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 market;
b) to foster the innovation of legislation governing asset management, complementary pensions and the capital market at international, European, national and regional levels;
c) to represent and protect the collective interests of members in Italy and abroad;
d) to protect the interests of one or more members, providing that these are not incompatible with common interests;
e) to engage in research, documentation and divulgation activities and provide consultancy services and technical assistance in order to further the professional expertise of members and also improve the understanding of asset management, complementary pensions and capital markets;
f) to promote initiatives to support the systematic, steady and effective growth of asset management, complementary pensions and capital markets;
g) to make every effort to ensure compliance with the Code of Conduct, which is an integral part of the present Articles of Association, and also to ensure the proper compliance with voluntary self-regulatory rules;
h) to promote any other appropriate initiatives that provide additional protection to investors through the proper and transparent functioning of capital markets.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 (MIFD II)
Undertakings for the collective investment in transferable securities (UCITS V)
Packaged Retail Investment Products (PRIIPS)Address
Head Office
Via in Lucina, 17
Roma 00186
ITALY -
People
Total lobbyists declared
16
Employment time Lobbyists 100% 1 75% 7 50% 8 Lobbyists (Full time equivalent)
10.25
Lobbyists with EP accreditation
All Lobbyists with EP accreditation over time
0 accreditations were / are live (in bold) for the selected state of 31 Jul 2015
Name Start date End Date 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 Fabio GALLI 08 Jun 2023 07 Jun 2024 Massimo MENCHINI 22 Jun 2022 08 Jun 2023 Fabio GALLI 16 Jun 2022 08 Jun 2023 Alessia DI CAPUA 15 Jun 2022 08 Jun 2023 Alessia DI CAPUA 11 Jun 2021 11 Jun 2022 Massimo MENCHINI 11 Jun 2021 11 Jun 2022 Fabio GALLI 11 Jun 2021 11 Jun 2022 Fabio GALLI 23 Oct 2019 23 Oct 2020 Massimo MENCHINI 23 Oct 2019 23 Oct 2020 Alessia DI CAPUA 19 Oct 2019 17 Oct 2020 Fabio GALLI 04 Oct 2018 23 Oct 2019 Massimo MENCHINI 04 Oct 2018 23 Oct 2019 Alessia DI CAPUA 04 Oct 2018 19 Oct 2019 Fabio GALLI 02 Aug 2017 01 Aug 2018 Massimo MENCHINI 02 Aug 2017 01 Aug 2018 Alessia DI CAPUA 02 Aug 2017 01 Aug 2018 Fabio GALLI 23 Jul 2014 21 Jul 2015 Massimo MENCHINI 23 Jul 2014 21 Jul 2015 Alessia DI CAPUA 23 Jul 2014 21 Jul 2015 Ms Martina Cocciolillo 23 Jul 2014 21 Jul 2015 Complementary Information
None declared
Person in charge of EU relations
Mr Massimo Menchini (Head of Institutional Relation and Corporate Governance)
Person with legal responsibility
Mr Fabio Galli (Director general)
-
Categories
Category
II - In-house lobbyists and trade/business/professional associations
Subcategory
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
Closed financial year
Jan 2014 - Dec 2014
Lobbying costs for closed financial year
250,000€
Other financial info
None declared
-
EU Structures
Groups (European Commission)
None
ACC
None
Groups (European Parliament)
None
Communication activities
None
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 - Valérie 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)