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

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
La Financière Région Réunion - Financial instruments to support SMEs, France 09.07.2020 / Case Studies

La Financière Région Réunion - Financial instruments to support SMEs, France
Crowdfunding and ESF opportunities: future perspectives for managing authorities 02.07.2020 / Manuals

Crowdfunding and ESF opportunities: future perspectives for managing authorities
fi-compass Knowledge Hub State aid 25.06.2020 / Factsheets

fi-compass Knowledge Hub – State aid
Study on financial needs in agriculture and agri-food sectors in 24 EU Member States 11.06.2020 / Factsheets

Study on financial needs in the agriculture and agri-food sectors in 24 EU Member States
Responding to the COVID-19 crisis through financial instruments 06.05.2020 / Factsheets

Factsheet – Responding to the COVID-19 crisis through financial instruments
European Structural and Investment Funds (ESIF) and Energy Performance Contracting (EPC) 06.05.2020 / Factsheets

European Structural and Investment Funds (ESIF) and Energy Performance Contracting (EPC)
Stocktaking study on financial instruments by sector - Executive summary 27.04.2020 / Factsheets

Stocktaking study on financial instruments by sector
Gap analysis for small and medium-sized enterprises financing in the European Union 30.03.2020 / Factsheets

Gap analysis for small and medium-sized enterprises financing in the European Union
updated annotated template for reporting on financial instruments according to Article 46 Common Provisions Regulation 19.03.2020 / Other resources

The 2020 update of the annotated template for reporting on financial instruments according to Article 46 Common provisions regulation
Audit methodology for auditing financial instruments in the period 2014-2020 21.02.2020 / Other resources

Audit methodology for auditing financial instruments in the period 2014-2020