Ex-ante assessment summaries

Ex ante assessments for financial instruments promote the use of sound evidence based decision making by managing authorities when designing and implementing financial instruments. Read some examples of these summary findings provided by Member States in this dedicated page.

Introduction

Ex‑ante assessments for financial instruments promote the use of sound evidence‑based decision making by managing authorities when designing and implementing financial instruments. The successful completion of an ex‑ante assessment should allow managing authorities to tackle market gaps and to define the priorities for the allocation of public resources in accordance with Programmes and priority axis.

 

Seven steps to effective ex-ante assessments for ESIF financial instruments

 

Stocktaking study of ex-ante assessments

This fi-compass report summarises a review of the ex-ante assessments that were undertaken for 131 European Regional Development Fund (ERDF)/ Cohesion Fund (CF) Operational Programmes. The report highlights key trends and common findings that were identified. It also summarises outcomes from the ERDF/CF ex-ante assessments.

 

Regulatory Guidance

Guidance for Member States on Article 37(2) CPR– Ex-ante assessment

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Capacity Building Services for the European Social Fund financial instruments

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Capacity Building Services (CBS) offered by fi-compass support European Social Fund (ESF) managing authorities who are interested in advancing with the design and set-up of financial instruments under the ESF. CBS address the specific needs of ESF managing authorities related to the preparation and implementation of financial instruments and strengthen their skills via specific initial and advanced capacity building learning modules.

Financial Instruments within the European Social Fund (ESF) in Italy - SELFIEmployment

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In Italy, young entrepreneurs are benefiting from a financial instrument using the European Social Fund (ESF). This case study shows how the financial instrument makes public money go further and investing more affordable for businesses supporting youth who are not in education, employment or training (NEETs).