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About fi-compass

fi-compass is designed to support EU shared management managing authorities and other interested parties, by providing practical know-how and learning tools on financial instruments.

These include ‘how-to’ manuals, factsheets and case study publications, as well as face-to-face training seminars, networking events, and video information.

EU shared management financial instruments

Financial instruments co-funded by EU shared management funds can be an efficient way to invest in growth and development across the European Union. They can be set up by Member States and regions to invest EU shared management resources through financial products such as loans, guarantees, equity and other risk-bearing mechanisms that support projects on the ground.

fi-compass offers general information, practical tools and learning opportunities that guide you step-by-step through the life cycle of EU shared management financial instruments. Specific advice is offered also on the use of financial instruments under each of the EU shared management funds.

So, if you are a managing authority, a financial intermediary or any other party interested in learning more about the practical features of EU shared management financial instruments you can find the information you are searching for here.

In focus

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Showcase 2025

25 June 2025

Step into the spotlight—your story deserves to be celebrated

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Scale-Up: energy efficiency financial instruments

7 May 2025

To meet EU climate action targets, we need to increase the pace and scale of green investments, particularly in the field of energy efficiency.

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ESF+ Study on Workers' Buyout news

ESF+ Study on Workers' Buyout

2 April 2025

This fi-compass study aims to enhance capacity of ESF+ managing authorities assessing the use of ESF+ programme resources in support of workers buyouts (WBOs).

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Publications

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Insurance and Risk Management Tools for Agriculture in the EU
Insurance and Risk Management Tools for Agriculture in the EU
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REV3 Capital Hauts-de-France
REV3 Capital Hauts-de-France
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Energy Savings in Existing Housing Programme
Energy Savings in Existing Housing Programme

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Events

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30
September
2025
ERDF financial instruments for innovation - Exploring new models combining equity and loans with grants
Workshop
Berlin
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8
October
2025
11th annual EU conference on EAFRD financial instruments
Conference
Milan
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25
November
2025
FI Campus 2025
Conference
Brussels

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Podcasts

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Jam Sessions episode 21
Jam Sessions - Episode 21
ERDF loan, equity and guarantee financial instruments
4
Aug
2025

A discussion with Aleksi Aho, Stela Vulpe, and Nathalie Van Neck from DG REGIO, hosted by Caterina Pieretto, European Investment Bank.

24 mins
DG REGIO
Equity
Guarantee
Loan

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discover the impact of financial instruments using EU funds and keep updated about our events, publications and news.

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