fi-compass library

The fi-compass library contains a range of different information and learning resources covering a variety of topics related to financial instruments under the European Structural and Investment Funds (ESIF). The fi-compass resources are published and can be downloaded here. They may be particularly useful for managing authorities and other bodies involved in the management of ESIF. They include:

  • Primary and secondary legislation – Here you can find the primary legal documentation for the Common provisions regulation and the secondary regulations for each of the ESI Funds.
  • EC Regulatory Guidance – Here you can find the guidance on the application of specific regulatory provisions relevant for the implementation of ESIF financial instruments, as issued by the European Commission.
  • fi-compass publications - aim to address issues faced by ESIF authorities during the establishment and the implementation of financial instruments, covering different stages of the financial instrument life cycle. They raise awareness on relevant practices, help improve the understanding about regulatory and technical requirements and provide advice on the approach to take. Short informative factsheets, practical manuals and case studies on financial instruments implemented in 2007-2013 and 2014-2020 programming periods can be found here.
  • fi-compass videos – video resources from fi-compass include films providing general and technical advice about using ESIF financial instruments. Other video material showcases financial instruments 'in action' as well the fi-compass event series and testimonials from practitioners involved with ESIF financial instruments.
  • News about ESIF financial instruments is published regularly through a series of short articles on our website and the Beacon newsletter is produced to provide a round-up of developments with ESIF financial instruments.
  • Other resources – this part of the library contains relevant information from EU sources, such as the European Parliament, European Investment Bank Group, Committee of the Regions, and the European Court of Auditors. Information produced by external sources about ESIF financial instruments is also available here.

Latest resources

New Guidance note about interest and other gains generated by European Structural & Investment Funds support paid to financial instrument (Article 43 Common Provisions Regulation) 25.02.2016 / EC Regulatory Guidance

New Guidance note about interest and other gains generated by European Structural & Investment Funds support paid to financial instrument (Article 43 Common provisions regulation)
Guidelines on combining European Structural and Investment Funds with the EFSI 22.02.2016 / EC Regulatory Guidance

New guidelines on combining European Structural and Investment Funds with the European Fund for Strategic Investments
Financing the social economy 01.02.2016 / Case Studies

Case study (Financing the social economy)
Financing the social economy 01.02.2016 / Case Studies

Case study (Financing the social economy)
Financial instruments working with microfinance 01.02.2016 / Brochures, Factsheets

Factsheet (Financial instruments working with microfinance)
Guidance for Member States on Article 42(1)(d) CPR– Eligible management costs and fees 08.12.2015 / EC Regulatory Guidance

EC Regulatory Guidance (Guidance for Member States on Article 42(1)(d) CPR– Eligible management costs and fees)
12.11.2015 / FAQ

Presentation (Financial instruments to support employment and social innovation: EU Programme for Employment and Social Innovation (EaSI) )
Scoping study for the use of financial instruments under the EMFF and related advisory support activities 04.11.2015 / Manuals

Manual (Scoping study for the use of financial instruments under the EMFF and related advisory support activities)
ERDF Languedoc-Roussillon 19.10.2015 / Case Studies

Case study (ERDF Languedoc-Roussillon)
ERDF Languedoc-Roussillon 19.10.2015 / Case Studies

Case study (ERDF Languedoc-Roussillon)
01.10.2015 / Videos

Seven steps to effective ex-ante assessments for ESIF Financial Instruments
European Structural and Investment Funds Guidance for Member States and Programme Authorities CPR_37_7_8_9 Combination of support from a Financial Instrument with other forms of support 11.09.2015 / EC Regulatory Guidance

European Structural and Investment Funds Guidance for Member States and Programme Authorities CPR_37_7_8_9 Combination of support from a financial instrument with other forms of support
Financial Instrument products 11.09.2015 / Brochures, Factsheets

Financial instrument products
Developing an action plan 11.09.2015 / Brochures, Factsheets

Developing an action plan
ESF Microcredit Fund Campania 04.08.2015 / Case Studies

Case Study (ESF Microcredit Fund Campania)