Investment funds

Arthur Cox

Arthur Cox has a sizeable investment funds team and its broad-based practice has cemented further growth in ESG and sustainability, including SFDR compliance matters. It has also worked on a number of new ETF platform launches. The firm has advised on launching some of the very first ELTIFs in Ireland and has assisted clients with the formation of Investment Limited Partnership (ILP) structures under the new ILP regime. Kevin Murphy is a senior practitioner with an outstanding record across the investment funds arena, while Tara O’Reilly is a superb practitioner and a recognised authority on ETFs. Cormac Commins has vast experience in UCITS funds with Ian Dillon and Dara Harrington also having fine reputations. Siobhan McBean is an emerging talent, while Sarah Cunniff has retired from the firm.

Legal 500 Editorial commentary

Testimonials

Collated independently by Legal 500 research team.

‘On top of their very strong and wide expertise, what is quite unique is that they look into the matters from the client's business perspective. They know the business of their clients very well. They are keen to find the most effective solution. They are very focused. They are always available to discuss the matters but never waste the time unnecessarily. Straight to the point.’
‘Private funds group is top notch and works across not just funds but also tax, corporate, finance, capital markets and all other fields necessary to provide a one-stop-shop for private capital clients - very impressive.’
‘Ian Dillon leads the group and is an expert in private funds. Most pragmatic and responsive lawyer I have come across. Gives me solutions I can use, a real problem solver. Cormac Commins is excellent also and a true expert in UCITS and heavily regulated structures.’
‘The team led by Tara O' Reilly that manages our client work is well placed in the market as leading ETF advisors. Tara has been no. 1 in the market for over 15 years. Far superior to other law firms for speed, efficiency and capacity.'
‘Tara O' Reilly is a leading expert in ETFs. She is an exceptional lawyer, advisor and statesperson of the ETF industry. I would not use anyone else. Tara has an incredible eye for detail and is a master at solving issues.'
‘Cormac Commins is the stand out at Arthur Cox. He has a deep fund legal knowledge and is able to explain that to clients in a practical way. He responds to client requirements in a timely basis. His solutions based thinking is what separates him from others in the industry.’
‘The team's responsiveness and diligence in researching issues and providing practical advice has stood out for us over the years and has separated this firm from others. Dara Harrington and Tara O'Reilly are extremely attentive to our business needs and have been very thoughtful in advising us on very complex fund, AIFM and cross border related matters. ’
‘Arthur Cox asset management team are very well established and have a strong depth of practice covering all sectors within the financial markets space. We have received strong support from Arthur Cox on Brexit planning initiatives, including questions of pan-European selling arrangements, firm re-structuring and obtaining new regulatory licenses.'

Key clients

Aberdeen Standard
AlbaCore
Alter Domus
Altrinsic Global Advisors
Amundi
Antarctica Asset Management
Arkaim Advisors
Arrowstreet
Axiom
Aztec
Baillie Gifford
Bank of Montreal (“BMO”)
Blackstone
Blue Whale
CapVest
CBRE
Channel Capital
Citadel
Cohen & Steers
Colchester Global Investors
Columbia Threadneedle
Core Markets
Davy
Dimensional Fund Advisors
Dodge & Cox
DRZ Investment Advisors
Eaton Vance
European Investment Fund
Federated Investors
Fine Grain Property
First Eagle Investment Management
First Trust
Formuesforvaltning AS
Franklin Templeton
Global X
Grantham Mayo Van Otterloo & Co. LLC
Green Property Management
Gresham House
Gulf International Bank
HSBC
Industrial and Commerce Bank of China Limited ("ICBC")
Intertrust/CSC
Invesco
Janus Henderson
Kingnova
KKR
Lazard
Los Angeles Capital
M&G Investment Management
MacKay Shields/New York Life
Macquarie
Maitland
Mirae Asset Global Investments
Morgan Stanley
Nuveen / TIAA
Oak Hill Advisors
Oasis Asset Management
OMIGSA
Overstone
PGIM
Pillarstone
PineBridge
Platinum Asset Management
Poste Vita
Progressive Capital Partners
Rize ETF Limited
RTE Pension Fund
RTW Investments
Schroders
Seilern
Shenkman Capital
Sigrun
Somerset
Spear Street
State Street Global Advisors (“SSgA”)
Stone Harbor Investment Partners
Tabula ETF
Tilden Park
Trafaltin Park
Vida
Waverton
Wells Capital Management
Western Asset

Work highlights

Advised Franklin Templeton on the establishment of a suite of fixed maturity bond UCITS funds, categorised as Article 8 funds pursuant to SFDR.
Advised Nuveen on the establishment and repositioning of a number of Impact bond and carbon reduction funds, categorised as Article 9 Funds under SFDR, including advising Nuveen on the related Central Bank approval process.
Advised Federated Hermes on the establishment of its first Euro money market fund since the implementation of the new EU money market fund regulations.

Lawyers

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