New publications
Check out our fi-compass latest releases: case studies, market research and much more.
Combination with capital rebate for financial instruments in energy efficiency
This factsheet provides guidance on the integration of financial instruments with capital rebates to support energy efficiency investments in residential and public buildings. It addresses key regulatory, operational, and market challenges encountered by managing authorities and financial intermediaries when combining loans, guarantees, and performance-based grants to accelerate renovation activities across the European Union. The document outlines the use of results-based capital rebates, whereby a portion of a loan is converted into non-repayable support once agreed energy performance targets are achieved.
Innovative financing for the Pact on Migration and Asylum Financial instruments and blended finance
This fi-compass factsheet provides an overview of innovative financing solutions, such as financial instruments and blended finance, supporting the implementation of the EU Pact on Migration and Asylum. The factsheet is designed to assist Managing Authorities and stakeholders in identifying opportunities beyond traditional grant funding.
Showcasing EU financial instruments: innovation, entrepreneurship and urban development in Romania, Germany and Portugal
Explore how shared management funds financial instruments are supporting innovation, entrepreneurship and urban development through three new case studies by fi-compass. Covering Germany, Romania and Portugal, they show how ERDF resources, combined with grants, equity and loans, can be used to design effective financial instruments that support start-ups, scale enterprises, mobilise private investment and address regional development needs across Europe.
Model for financial instruments and grants with co-financing from the EIB Group and others for affordable housing
This Commission Staff Working Document presents a model financial instrument designed to help Member States address the housing crisis. It provides managing authorities and implementing bodies with various options for combining EU Cohesion Policy Funds and grants with co-financing from the EIB Group, other IFIs and National Promotional Banks and Institutions.
ECA calls on Commission and Member States to make full use of financial instrument reflows
The European Court of Auditors (ECA) has published its Special Report 24/2025, urging the European Commission and EU Member States to fully capitalise on the reflows generated by EU financial instruments — in order to maximise the long-term impact of EU funding.