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

Thumbnail 06.06.2018 / Case Studies

Case study (EAFRD Credit Fund Lombardy 2014-2020)
Thumbnail 30.05.2018 / Case Studies

Case study (Ex-ante assessment for financial instruments, Sweden)
Thumbnail 11.04.2018 / Brochures, Factsheets

EAFRD financial instruments in 2014-2020 Rural Development Programmes
Thumbnail 13.02.2018 / Case Studies

Case study (SELFIEmployment, Italy)
Thumbnail 12.02.2018 / Brochures, Factsheets

Factsheet (Financial gap in the EU agricultural sector)
Thumbnail 06.02.2018 / Other resources

Summaries of the data on the progress made in financial instruments – Situation as at 31 December 2016
Summaries of the data on the progress made in financial instruments – Situation as at 31 December 2015 05.02.2018 / Other resources

Summaries of the data on the progress made in financial instruments – Situation as at 31 December 2015
Thumbnail 23.01.2018 / Brochures

The SME Initiative under the EAFRD
Thumbnail 30.10.2017 / EC Regulatory Guidance

EC Regulatory Guidance (Guidance Note on implementation options for financial instruments by or under the responsibility of the managing authority)
Thumbnail 13.10.2017 / Other resources

EC summary of data on the progress made in financing and implementing financial engineering instruments
Thumbnail 12.10.2017 / Case Studies

Case study (Financial instruments for rural development 2014–2020, Occitanie/Pyrénées-Méditerranée, France)
Thumbnail 19.09.2017 / Brochures

Capacity building services on financial instruments in support of ESF managing authorities
Thumbnail 05.09.2017 / Other resources

Financial Instruments: A Stock-taking Exercise in Preparation for the 2014-2020 Programming Period - Final Report
Thumbnail 05.09.2017 / Other resources

Social Business Initiative - Creating a favourable climate for social enterprises, key stakeholders in the social economy and innovation
Thumbnail 05.09.2017 / Other resources

Proposed Approaches to Social Impact Measurement in European Commission legislation and in practice relating to EuSEFs and the EaSI