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About fi-compass

fi-compass is designed to support EU shared management managing authorities and other interested parties, by providing practical know-how and learning tools on financial instruments.

These include ‘how-to’ manuals, factsheets and case study publications, as well as face-to-face training seminars, networking events, and video information.

EU shared management financial instruments

Financial instruments co-funded by EU shared management funds can be an efficient way to invest in growth and development across the European Union. They can be set up by Member States and regions to invest EU shared management resources through financial products such as loans, guarantees, equity and other risk-bearing mechanisms that support projects on the ground.

fi-compass offers general information, practical tools and learning opportunities that guide you step-by-step through the life cycle of EU shared management financial instruments. Specific advice is offered also on the use of financial instruments under each of the EU shared management funds.

So, if you are a managing authority, a financial intermediary or any other party interested in learning more about the practical features of EU shared management financial instruments you can find the information you are searching for here.

In focus

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Showcase 2025

25 June 2025

Step into the spotlight—your story deserves to be celebrated

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Scale-Up: energy efficiency financial instruments

7 May 2025

To meet EU climate action targets, we need to increase the pace and scale of green investments, particularly in the field of energy efficiency.

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ESF+ Study on Workers' Buyout news

ESF+ Study on Workers' Buyout

2 April 2025

This fi-compass study aims to enhance capacity of ESF+ managing authorities assessing the use of ESF+ programme resources in support of workers buyouts (WBOs).

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Publications

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fi-compass survey 2024
fi-compass survey 2024
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ERDF equity factsheet
Financial instrument for competitiveness and innovation: Equity combined with grant
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Financial instrument to support innovation in enterprises and innovative enterprises: Loan combined with grant
Financial instrument to support innovation in enterprises and innovative enterprises: Loan combined with grant

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Events

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27
November
2025
Financing of refugee labour pathways: challenges and opportunities
Workshop
Brussels
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25
November
2025
FI Campus 2025
Conference
Brussels
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8
October
2025
11th annual EU conference on EAFRD financial instruments
Conference
Milan

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Podcasts

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Jam Sessions episode 22
Jam Sessions - Episode 22
ERDF financial instruments for innovation
31
Oct
2025

A discussion with Sara Dagostini from DG REGIO and Thomas Hüttich from Investitionsbank, hosted by Caterina Pieretto, European Investment Bank.

Combination with grants
Equity
Innovation
Loan

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discover the impact of financial instruments using EU funds and keep updated about our events, publications and news.

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