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 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
Thumbnail 04.07.2017 / Case Studies

Case study (Innovation Fund, East Netherlands)
Thumbnail 21.06.2017 / Brochures, Factsheets

Targeted Coaching on financial instruments for EAFRD managing authorities
Thumbnail 30.05.2017 / Other resources

Old Annotated template for reporting on financial instruments according to Article 46 Common provisions regulation
Thumbnail 30.05.2017 / Other resources

Comments received on the annotated template for reporting according to Article 46 CPR after the EGESIF meetings on 25 February and 27 April 2016
Thumbnail 12.05.2017 / EC Regulatory Guidance

EC Regulatory Guidance (Guidance on State aid in European Structural and Investment (ESI) Funds financial instruments in the 2014-2020 programming period)
Thumbnail 16.02.2017 / Manuals

Manual (Introducing financial instruments for the European Social Fund)
Thumbnail 15.02.2017 / Case Studies

Case study (Financial Engineering Instruments for SMEs, Slovenia)
Thumbnail 21.12.2016 / Case Studies

Case study (CAP Troisième Révolution Industrielle Nord-Pas de Calais, France)
Thumbnail 20.12.2016 / Case Studies

Case study (Mikromezzaninfonds, Germany)
Thumbnail 20.12.2016 / Case Studies

Case study (Central Denmark Entrepreneurship Fund, Denmark)