European Commission reporting template for financial instruments – online learning for managing authorities

All managing authorities using European Structural and Investment Funds (ESIF) are required by Article 46 of the Common Provisions Regulation (No 1303/2013, CPR) to send the European Commission a specific report covering their operations comprising ESIF financial instruments. Implementing Regulation (EU) No 821/2014 includes further details on the reporting obligations.

Towards a low carbon economy – support for Member States and regions

Learning resources provided by fi-compass are designed to help managing authorities and other stakeholders involved in implementing financial instruments through the European Structural and Investment Funds (ESIF). This includes specific fi-compass resources designed for financial instruments that focus on ESIF ‘Thematic Objective 4’ (TO4), supporting the shift towards a low carbon economy in all sectors. Energy efficiency measures can play a key role in this shift because efficiency generates savings and financial instruments can therefore offer useful opportunities for Member States to encourage investments in energy efficiency projects.

Helping Member States and regions to enhance the competitiveness of small and medium-sized enterprises

In the 2014-2020 programming period, the European Structural and Investment Funds (ESIF) are supporting 11 thematic objectives and financial instruments can be used in all of them. fi-compass provides a range of learning resources for managing authorities and other stakeholders involved in financial instruments' implementation that are targeted at specific thematic objectives.

New fi-compass case studies published

A collection of 13 new fi-compass publications have been released recently featuring case study information about loans, guarantees and equity investments supported by the European Structural and Investment (ESI) Funds.

These include experiences from Member States and regions that are moving forward with financial instruments for the 2014-2020 programming period, as well as other case studies that document success stories launched during the previous 2007-2013 programming period.

Targeted coaching services for Rural Development Programmes by fi-compass

Financial instruments using the European Agricultural Fund for Rural Development (EAFRD) represent useful opportunities to enhance the range of financial services that are available for Europe's agriculture, agri-food sector and the rural economy. Fi-compass is providing targeted coaching services for EAFRD managing authorities to help facilitate this process.

EC annual summary of data reinforces the potential of financial instruments in implementing Cohesion Policy

By the end of 2015, a total of almost EUR 16.9 billion of 2007-2013 Operational Programme (OP) resources was paid to more than 1000 financial instruments, of which around 75% was disbursed to final recipients, creating an estimated 140 000 jobs. These new figures covering the period up to the end of 2015 are available in the latest annual summary of data on the 2007-2013 financial engineering instruments by the European Commission.