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services on financial instruments under the
fi-compass is a unique platform for advisory
for Employment and Social Innovation (EaSI).
European Structural and Investment Funds
(ESIF) and microfinance under the Programme
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be an important tool for boosting EU agriculture.
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Investments, in a variety of forms, will help create a modern, dynamic agri-food
sector to create jobs and enhance growth in the EU. Financial Instruments will
Financial instruments using the European Social Fund
can support a wide range of financially viable
investment projects
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Manuals

Manual (Scoping study for the use of financial instruments under the EMFF and related advisory support activities)

The European Structural and Investment Funds (ESIF) policy framework emphasises the need for more use of financial instruments (FIs) in 2014-2020: the overall aim is therefore to deliver more ESIF funding through financial instruments in the future. To help achieve this, the European Commission, in partnership with the EIB, has set up a single advisory platform on ESIF financial instruments for the programming period 2014-2020. This advisory platform is called fi-compass.

Manual (Introducing financial instruments for the European Social Fund)

This fi-compass publication introduces financial instruments for the European Social Fund (ESF). It gives an overview of the scope for financial instruments to promote inclusion, sustainable jobs and better education.

It helps managing authorities and ESF stakeholders to understand the potential offered by financial instruments to leverage and increase the effectiveness and efficiency of ESF programmes to achieve specific objectives and investment priorities.

Further, the content also targets financial intermediaries including both:

Manual (Methodological handbook for implementing an ex-ante assessment of agriculture financial instruments under the EAFRD)

The purpose of this fi-compass handbook is to serve as a guidance document for managing authorities preparing an ex-ante assessment with the intention to implement financial instruments under the European Agricultural Fund for Rural Development (EAFRD).

Manual (Ex-ante assessment guidance, Vol. V - Financial Instruments for urban and territorial development)

Ex-ante assessment methodology for Financial Instruments in the 2014-2020 programming period
Financial Instruments for urban and territorial development
Volume V

Manual (Ex-ante assessment guidance, Vol. IV - Supporting the shift towards low-carbon economy)

Ex-ante assessment methodology for financial instruments in the 2014-2020 programming period
Supporting the shift towards low-carbon economy
(Thematic objective 4)
Volume IV

Manual (Ex-ante assessment guidance, Vol. III - Enhancing competitiveness of SME)

Ex-ante assessment methodology for financial instruments in the 2014-2020 programming period
Enhancing the competitiveness of SME, including agriculture, microcredit and fisheries
(Thematic objective 3)
Volume III

Manual (Ex-ante assessment guidance, Vol. II - Strengthening research, technological development and innovation)

Ex-ante assessment methodology for nancial instruments in the 2014-2020 programming period
Strengthening research, technological development and innovation
(Thematic objective 1)
Volume II

Manual (Ex-ante assessment guidance, Vol. I - General methodology)

Ex-ante assessment methodology for financial instruments in the 2014-2020 programming period
General methodology covering all thematic objectives
Volume I

Manual (Ex-ante assessment - Quick reference guide)

This document is a quick reference guide that provides a compact and accessible explanatory overview of the scope and content of the ex-ante assessment and the main methodological steps to comply with the requirements of Article 37 (2) of the CPR. While largely following the structure of the General Methodology (Vol.