Financial Instruments and Territorial Cohesion

Theme: Financial Instruments

Scope

The main objective of this research activity is to provide territorial analysis on the impacts of European Structural and Investment Funds’ financial instruments in the 2007-2013 programming period and where data allows in the 2014-2020 programming period. The main outcome should be evidence on what the increasing shift to using financial instruments implies for the objective of territorial cohesion and whether using financial instruments as a complement to grant schemes is an effective way to implement European Structural and Investment Funds in terms of added value for territorial development.

Policy questions

  • What added value do ESIF financial instruments produce when implemented as a complement to grant schemes and how are the benefits distributed across countries and their regions?
  • Where and how are financial instruments being implemented and what are the main territory-related drivers and obstacles?
  • What does the increasing shift to financial instruments imply for the objective of territorial cohesion?
  • Is using financial instruments as a complement to grant schemes an effective way to implement European Structural and Investment Funds in terms of added value for territorial development?
  • How are different territorial features, governance mechanisms and administrative capacities supporting or hindering the use of financial instruments in this new setting in terms of regional development?

Contractors

  • University of Strathclyde, UK (lead contractor)
  • Nordregio, SE
  • Red2Red Consultores, ES
  • Technische Universiteit Delft, NL

Project Support Team

  • Joerg Lackenbauer, European Comission

Budget: € 711.205,00

Lifetime: September 2017 – May 2019

Deliveries

  • Inception delivery, 08 November 2017
  • Interim delivery, 30 September 2018
  • Draft Final delivery, 15 January 2019
  • Final delivery, 31 May 2019

Contact: Zintis Hermansons (Project Expert) [email protected], Akos Szabo (Financial Expert) [email protected]  

Documents

Financial Instruments_Draft Main Report.pdf

  • Acrobat Document | 4193KB

Financial Instruments_Draft case study_Andalucia.pdf

  • Acrobat Document | 1108KB

Financial Instruments_Draft case study_Lombardia.pdf

  • Acrobat Document | 873KB

Financial Instruments_Draft case study_Norway.pdf

  • Acrobat Document | 811KB

Financial Instruments_Draft case study_Sweden.pdf

  • Acrobat Document | 594KB

Financial Instruments_Draft case study_Wielkopolskie.pdf

  • Acrobat Document | 1065KB

Financial instruments Interim Report

  • Acrobat Document | 3346KB

Financial Instruments Inception Report

  • Acrobat Document | 1920KB