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ARTICLE · 01 MAY 2025

Bermuda Investment Funds - Spring 2025 Update

Carey Olsen
Carey Olsen
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Our investment funds team outline the latest developments within the investment funds market in Bermuda, covering the Bermuda Monetary Authority ("BMA") business plan 2025...

BermudaFinance and Banking
Matthew Dulaney
Matthew Dulaney
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Our investment funds team outline the latest developments within the investment funds market in Bermuda, covering the Bermuda Monetary Authority ("BMA") business plan 2025, BMA Consultation Paper - operational resilience and outsourcing, BMA's Coordinated Portfolio Investment Survey Report and investment business licence application updates.

Bermuda Monetary Authority business plan 2025

The Bermuda Monetary Authority ("BMA") has released its Business Plan for 2025, which includes the following regulatory agendas for the investment funds and investment business sectors:

Green initiatives

The BMA is seeking to advance green initiatives regarding investment funds. Based on research conducted over the course of 2024, the BMA has determined that there is scope for gradually incorporating sustainability into its investment funds framework. The current proposal is to broaden the requirements for sustainability-related disclosures in order to build on the goal

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