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

Annual summary report 2019 04.05.2021 / Other resources

Summaries of the data on the progress made in financial instruments – Situation as at 31 December 2019
2021 update of the annotated template for reporting on financial instruments 04.05.2021 / Other resources

2021 update of the annotated template for reporting on financial instruments
UPDATED Guidance on State Aid in European Structural and Investment (ESI) Funds  Financial instruments in the 2014-2020 programming period 30.04.2021 / EC Regulatory Guidance

UPDATED Guidance on State Aid in European Structural and Investment (ESI) Funds Financial instruments in the 2014-2020 programming period
Financing social economy in Poland 06.04.2021 / Case Studies

Financing the Social Economy in Poland
fi-compass knowledge hub 26.02.2021 / Factsheets

fi-compass Knowledge Hub - Combination of financial instruments with grants
knowledge hub 09.02.2021 / Factsheets

fi-compass Knowledge Hub - Selection of financial intermediaries
Residential energy efficiency financial instruments in Lithuania 01.12.2020 / Case Studies

Residential energy efficiency financial instruments in Lithuania
FOSTER TPE-PME-AGRI a new generation multi-sector fund of funds, Occitanie, France 26.11.2020 / Case Studies

FOSTER TPE-PME-AGRI a new generation multi-sector fund of funds, Occitanie, France
Financial needs in agriculture and agri-food sectors in 24 EU Member States 16.11.2020 / Publications

Financial needs in the agriculture and agri-food sectors in the European Union
AGRI Italy Platform 16.11.2020 / Case Studies

AGRI Italy Platform
EAFRD Risk Sharing Loan 2014-2020, Romania 13.11.2020 / Case Studies

EAFRD Risk Sharing Loan 2014-2020, Romania
EAFRD Loan Fund for agriculture Friuli Venezia Giulia, Italy 13.11.2020 / Case Studies

EAFRD Loan Fund for agriculture Friuli Venezia Giulia, Italy
The potential for investment in energy efficiency through financial instruments in the European Union - Executive summary 26.10.2020 / Factsheets

The potential for investment in energy efficiency through financial instruments in the European Union
Equity financing for SMEs in Greece – EquiFund 13.10.2020 / Case Studies

Equity financing for SMEs in Greece – EquiFund
Factsheet: SIH 13.07.2020 / Factsheets

Factsheet – Responding to the COVID-19 crisis through financial instruments: SIH Anti-Corona Guarantee