Log in

Relevant bibliographies by topics / Umbrella clauses

Contents

Journal articles
Dissertations / Theses
Books
Book chapters
Conference papers

Academic literature on the topic 'Umbrella clauses'

Author: Grafiati

Published: 25 May 2024

Last updated: 31 July 2025

Create a spot-on reference in APA, MLA, Chicago, Harvard, and other styles

Select a source type:

Consult the lists of relevant articles, books, theses, conference reports, and other scholarly sources on the topic 'Umbrella clauses.'

Next to every source in the list of references, there is an 'Add to bibliography' button. Press on it, and we will generate automatically the bibliographic reference to the chosen work in the citation style you need: APA, MLA, Harvard, Chicago, Vancouver, etc.

You can also download the full text of the academic publication as pdf and read online its abstract whenever available in the metadata.

Journal articles on the topic "Umbrella clauses"

1

Footer, Mary E. "Umbrella Clauses and Widely-Formulated Arbitration Clauses: Discerning the Limits of icsid Jurisdiction." Law & Practice of International Courts and Tribunals 16, no. 1 (2017): 87–107. http://dx.doi.org/10.1163/15718034-12341343.

Full text

Abstract:

This article examines the scope and the limits of icsid arbitration involving umbrella or “observance of undertakings” clauses and widely-formulated arbitration clauses, both of which may provide investors with broad recourse to dispute settlement for disputes related to investment, as defined in the applicable bilateral investment treaty (bit). It does so by analysing the origins and rationale behind both clauses as well as how they operate in principle and in practice. It appears there is no jurisprudence constante concerning the application of either clause. However, a clearer picture is em

APA, Harvard, Vancouver, ISO, and other styles

2

Bakhshali Zeynalli, Nargiz. "SIGNIFICANCE OF UMBRELLA CLAUSES IN INTERNATIONAL INVESTMENT LAW." SCIENTIFIC WORK 65, no. 04 (2021): 362–65. http://dx.doi.org/10.36719/2663-4619/65/362-365.

Full text

Abstract:

A large number of investment treaties contain provisions, often referred to as ‘umbrella clauses’, that require host states to respect non-treaty commitments and obligations made to foreign investment covered by the treaty. This article examines the general nature of umbrella clauses, their historical background, the various forms that they can take, and their application by arbitral tribunals. In view of the unsettled state of the jurisprudence on umbrella clauses, the article concludes with a suggested framework of analysis for applying umbrella clauses to specific investments, setting out a

APA, Harvard, Vancouver, ISO, and other styles

3

Borg, Guillaume, and Jean-Christophe Honlet. "The Decision of the ICSID Ad Hoc Committee in CMS v. Argentina Regarding the Conditions of Application of an Umbrella Clause: SGS v. Philippines Revisited." Law & Practice of International Courts and Tribunals 7, no. 1 (2008): 1–32. http://dx.doi.org/10.1163/157180308x332739.

Full text

Abstract:

AbstractIn CMS v. Argentina, an ICSID ad hoc Committee partially annulled the first ICSID award on the merits dealing with the 2000–2002 Argentine crisis, for failure to state reasons regarding the conditions of application of an umbrella clause. This question was somewhat overshadowed in prior cases by the question of the clause's effect. The key finding of the Committee is that an umbrella clause does not change the content, proper law of, and parties to, the obligations of the State, the breach of which may trigger the umbrella clause. The decision of the CMS ad hoc Committee has sparked de

APA, Harvard, Vancouver, ISO, and other styles

4

Gözlügöl, Alperen Afşin. "The Effects of Umbrella Clauses: Their Relevance in Interpretation and in Practice." Journal of World Investment & Trade 21, no. 4 (2020): 558–94. http://dx.doi.org/10.1163/22119000-12340184.

Full text

Abstract:

Abstract Umbrella clauses have sparked one of the great debates in international investment law as regards their proper construction. This article argues that a particular line of reasoning and interpretation appears to be unduly focusing on the effects of such clauses in the process of construing them. In other words, what seems to occur in the interpretation of umbrella clauses is that some tribunals, frightened by the far-reaching consequences, construe such clauses more narrowly. I call this phenomenon ‘adverse effects analysis’ and demonstrate that it is inconsistent with the proper const

APA, Harvard, Vancouver, ISO, and other styles

5

De Luca, Anna. "Umbrella Clauses and Transfer Provisions in the (Invisible) EU Model BIT." Journal of World Investment & Trade 15, no. 3-4 (2014): 506–33. http://dx.doi.org/10.1163/22119000-01504008.

Full text

Abstract:

The draft Investment Chapter of the Comprehensive Economic and Trade Agreement (ceta) between the European Union (eu) and Canada includes an umbrella clause, on eu’s proposal. Nevertheless, the inclusion in the final text of such a clause appears to be uncertain. Furthermore, the wording of the umbrella clause, proposed by the eu, fails to address all uncertainties regarding the effects and scope of application of umbrella clauses still existing in jurisprudence. Conversely, the inclusion in the draft Investment Chapter of a transfer provision, accompanied with safeguard provisions in case of

APA, Harvard, Vancouver, ISO, and other styles

6

Meurling, E., and B. Volders. "Umbrella Clauses in International Investment Litigation." European Procurement & Public Private Partnership Law Review 2, no. 2 (2007): 7. http://dx.doi.org/10.21552/epppl/2007/2/54.

Full text

APA, Harvard, Vancouver, ISO, and other styles

7

Morales, Nicolas Gamboa. "Algunas Consideraciones sobre Antecedentes y Evaluación Arbitral de las Cláusulas Paraguas." Revista Brasileira de Arbitragem 6, Issue 22 (2009): 116–29. http://dx.doi.org/10.54648/rba2009024.

Full text

Abstract:

RESUMO: O artigo trata das umbrella clauses, de sua definição como sendo aquelas que, de maneira geral, permitem elevar o nível do conflito surgido em relação a um contrato entre um investidor e o Estado receptor do investimento, ao âmbito internacional. Descreve os antecedentes destas cláusulas e finaliza mencionando sentenças arbitrais, proferidas a partir de 2003, nas quais se tentou traçar uma linha divisória e fixar um horizonte às umbrella clauses.

APA, Harvard, Vancouver, ISO, and other styles

8

de Lucas, Jaime Bandrés. "Umbrella Clauses: Uncertain Contract Protection Under IIAS." Journal of Globalization, Competitiveness, and Governability 10, no. 2 (2016): 100–113. http://dx.doi.org/10.3232/gcg.2016.v10.n2.06.

Full text

APA, Harvard, Vancouver, ISO, and other styles

9

Hur, Yunseok, and Jaewoong Yoon. "Application of Umbrella and Most Favored Nation Clauses Related to Restrictions Imposed on the Ratione Materiae of an Arbitration Clause." Korean Academy Of International Commerce 38, no. 1 (2023): 85–102. http://dx.doi.org/10.18104/kalc.2023.38.1.85.

Full text

Abstract:

Purpose: This study analyses the umbrella clause and the most favored nation clause by focusing on A11Y Ltd. v. Czech Republic issued under international commercial arbitration. Research design, data, and methodology: Typical case analysis deals with the issues surrounding the selection of applicable cases for international commercial arbitration. Results: Under the arbitration clause, which explicitly excludes disputes regarding the FET clause and the non-discrimination clause, it is not acceptable to invoke both clauses through an umbrella clause. Conclusions: Above all, fr

APA, Harvard, Vancouver, ISO, and other styles

10

Dessie, Tilahun Ayalew. "ICSID, Jurisdictional Basis, and Its Arbitral Perspectives: The Arbitral Tales of Umbrella Clause and Its Future." International Journal of Arts, Humanities and Social Studies 3, no. 6 (2021): 246–61. https://doi.org/10.5281/zenodo.5810112.

Full text

Abstract:

The development of international investment law in the last 50 years changed the paradigm of the standing before international law that individual investors have the right to directly institute investment claims even without having any contractual relationship with the host state. This non-privity nature of arbitration is more developed through a jurisprudence of arbitration tribunal adjudications. In this regard, the role played by ICSID is very pivotal. Among the jurisdictional basis of ICSID tribunals, the umbrella clause is one of the common bases of jurisdiction that frequently existed in

APA, Harvard, Vancouver, ISO, and other styles

More sources

Dissertations / Theses on the topic "Umbrella clauses"

1

Schmid, Michael. "Swiss investment protection agreements : most-favoured-nation treatment and umbrella clauses /." Zürich : Schulthess, 2007. http://aleph.unisg.ch/hsgscan/hm00180278.pdf.

Full text

APA, Harvard, Vancouver, ISO, and other styles

2

Meschede, Katrin [Verfasser]. "Die Schutzwirkung von umbrella clauses für Investor-Staat-Verträge / Katrin Meschede." Baden-Baden : Nomos Verlagsgesellschaft mbH & Co. KG, 2014. http://d-nb.info/1108808905/34.

Full text

APA, Harvard, Vancouver, ISO, and other styles

3

RUSSETTI, DEBORAH. "Le umbrella clauses nei BITs: ambito di applicazione e responsabilità internazionale." Doctoral thesis, Università Bocconi, 2012. https://hdl.handle.net/11565/4054297.

Full text

APA, Harvard, Vancouver, ISO, and other styles

4

Ahmed, Mohamed. "Convergence or divergence : recent trends in the application of the umbrella clauses." Thesis, Uppsala universitet, Juridiska institutionen, 2019. http://urn.kb.se/resolve?urn=urn:nbn:se:uu:diva-384540.

Full text

APA, Harvard, Vancouver, ISO, and other styles

5

Samson, Benjamin. "Les clauses parapluies des traités de promotion et de protection des investissements." Electronic Thesis or Diss., Paris 10, 2021. https://buadistant.univ-angers.fr/login?url=https://bibliotheque.lefebvre-dalloz.fr/secure/isbn/9782247226535.

Full text

Abstract:

Les clauses parapluie sont des dispositions des traités de promotion et protection des investissements dans lesquelles les États parties s’engagent à respecter les engagements pris à l’égard d’investisseurs étrangers. Ces clauses ont été inventées dans le but de rééquilibrer la relation contractuelle investisseur-État en soustrayant le contrat au seul empire du droit interne de l’État. D’apparence simple, elles soulèvent de nombreuses questions quant à leur champ d’application, leurs effets et leur portée et posent de délicats problèmes de droit applicable et d’articulation des recours formés

APA, Harvard, Vancouver, ISO, and other styles

6

Correa-Angel, Diana Ximena. "La stabilité juridique dans le droit international des investissements : étude sur le cadre juridique de l'investissement international." Thesis, Paris 2, 2012. http://www.theses.fr/2012PA020085.

Full text

Abstract:

Inscrite dans la dialectique changement-permanence, la stabilité juridique ne saurait s'opposer au changement normatif. Si rien ne changeait, il n'y aurait nul besoin de parler de stabilité, mais tout simplement d'intangibilité, d'immutabilité ou même d'éternité du droit. Par la stabilité, on cherche donc à garantir deux valeurs juridiques importantes : l'évolution du droit et la sécurité juridique. Tout produit juridique aspire à la stabilité. Sur le terrain du droit objectif, la stabilité est protégée afin d'éviter des situations d'inflation normative, de désordre dans la production normativ

APA, Harvard, Vancouver, ISO, and other styles

7

吳思靜. "雙邊投資協定中保護傘條款的解釋適用之探折 : 兼論ICSID相關仲裁案例 = Reviewing the interpretation and application of umbrella clause in Bilatreral Investment Treaties : on the ICSID-related arbitration cases". Thesis, University of Macau, 2010. http://umaclib3.umac.mo/record=b2182063.

Full text

APA, Harvard, Vancouver, ISO, and other styles

8

Zakhour, Georges-Philippe. "La prééminence du droit international et de l'arbitrage transnational en droit des investissements étrangers." Thesis, Paris 2, 2018. http://www.theses.fr/2018PA020018.

Full text

Abstract:

Établissant une relation entre un État ou l’une de ses émanations, d’une part, et un investisseur d’autre part, le droit des investissements étrangers se meut au-delà de la distinction droit public/droit privé. Compte tenu du fait qu’il se situe à un point de jonction entre le droit international et le droit interne, le droit des investissements pose d’importantes questions relatives à la loi applicable, ainsi qu’aux juridictions compétentes. Conçu comme un ordre juridique spécifique provenant de l’interaction entre les ordres juridiques international et interne, le droit des investissements e

APA, Harvard, Vancouver, ISO, and other styles

9

Šindelář, Jakub. ""Umbrella Clause" v investičních sporech." Master's thesis, 2014. http://www.nusl.cz/ntk/nusl-342475.

Full text

Abstract:

"Umbrella Clause" in investment disputes The diploma thesis deals with the topic of the so-called umbrella clause, a provision that can be often encountered in the bilateral investment treaties. The aim of the thesis is to identify and assess individual interpretation issues that are faced by the arbitration tribunals when applying this provision. The thesis is composed from two main parts, theoretical one and analytical one. Each part is further divided into two separate chapters. First chapter familiarizes a reader with the basic instruments of international investment law, the bilateral inv

APA, Harvard, Vancouver, ISO, and other styles

Books on the topic "Umbrella clauses"

1

Norah, Gallagher, and Shan Wenhua. 6 Umbrella Clause and Investment Contracts. Oxford University Press, 2009. http://dx.doi.org/10.1093/law:iic/9780199230259.003.006.

Full text

Abstract:

The “umbrella clause” takes its name from its main objective, namely to oblige the host state to observe any commitments it has entered into with regard to foreign investors. The clause brings such obligations of the state under the protection of an applicable international investment treaty, bilateral investment treaty (BIT), or multilateral treaty. This chapter begins by reviewing the evolution of the umbrella clause and how it has been applied by investment treaty tribunals. It then examines the main variants of umbrella clauses in Chinese BITs and discusses their legal effect in light of t

APA, Harvard, Vancouver, ISO, and other styles

2

Umbrella Clauses. a Balanced Approach to Interpretation. GRIN Verlag GmbH, 2016.

Find full text

APA, Harvard, Vancouver, ISO, and other styles

3

Katia, Yannaca-Small. Part III Guide to Key Jurisdictional Issues, 16 The Umbrella Clause: Is the Umbrella Closing? Oxford University Press, 2018. http://dx.doi.org/10.1093/law/9780198758082.003.0016.

Full text

Abstract:

‘Umbrella clauses’ are inserted in treaties to provide additional protection to investors and are directed at covering investment agreements that host countries frequently conclude with foreign investors. Inclusion of umbrella clauses in investment treaties provides a mechanism to make host States’ promises ‘enforceable’ and comes as an additional protection of investor-state contracts, which raises the controversial issue of whether the umbrella clause seeks to elevate contractual breaches to treaty breaches. For a better understanding of the clause, this chapter (i) gives an overview of its

APA, Harvard, Vancouver, ISO, and other styles

4

Jeswald W, Salacuse. 11 Treatment of State Obligations (the ‘Umbrella Clause’). Oxford University Press, 2015. http://dx.doi.org/10.1093/law/9780198703976.003.0011.

Full text

Abstract:

A large number of investment treaties contain provisions, often referred to as ‘umbrella clauses’, that require host states to respect non-treaty commitments and obligations made to foreign investment covered by the treaty. This chapter examines the general nature of umbrella clauses, their historical background, the various forms that they can take, and their application by arbitral tribunals. In view of the unsettled state of the jurisprudence on umbrella clauses, the chapter concludes with a suggested framework of analysis for applying umbrella clauses to specific investments, setting out a

APA, Harvard, Vancouver, ISO, and other styles

5

Jeffrey, Golden, and Lamm Carolyn, eds. International Financial Disputes. Oxford University Press, 2015. http://dx.doi.org/10.1093/law/9780199687862.001.0001.

Full text

Abstract:

This book provides specialist work on the arbitration of international financial disputes. The work covers commercial and investment arbitrations and considers the merits of and relationship between the various types of dispute resolution (mediation, arbitration, and litigation). International arbitration is a growth area and financial disputes have been a consequence of the financial crisis. The need for more specialist knowledge during the conduct of disputes involving complex financial instruments has become particularly apparent in recent years. This book explains the various financial pro

APA, Harvard, Vancouver, ISO, and other styles

6

Arregui, Ana, María Luisa Rivero, and Andrés Salanova, eds. Modality Across Syntactic Categories. Oxford University Press, 2017. http://dx.doi.org/10.1093/acprof:oso/9780198718208.001.0001.

Full text

Abstract:

This volume explores the extremely rich diversity found under the “modal umbrella” in natural language. Offering a cross-linguistic perspective on the encoding of modal meanings that draws on novel data from an extensive set of languages, the book supports a view according to which modality infuses a much more extensive number of syntactic categories and levels of syntactic structure than has traditionally been thought. The volume distinguishes between “low modality,” which concerns modal interpretations that associate with the verbal and nominal cartographies in syntax, “middle modality” or m

APA, Harvard, Vancouver, ISO, and other styles

7

Jonathan, Bonnitcha, Skovgaard Poulsen Lauge N, and Waibel Michael. 4 Standards of Investment Protection. Oxford University Press, 2017. http://dx.doi.org/10.1093/law/9780198719540.003.0004.

Full text

Abstract:

This chapter introduces the substantive obligations in investment treaties. Most offer a common core of six substantive protections to foreign investors. The chapter first considers the two ‘relative’ standards of protection—most-favoured nation treatment and national treatment. It then turns to four ‘absolute’ standards of protection: expropriation, fair and equitable treatment, umbrella clauses, and free transfer of funds. The third section examines carve-outs that remove certain state measures from the scope of application of investment treaties, defences that can justify or excuse breaches

APA, Harvard, Vancouver, ISO, and other styles

8

Campbell, McLachlan, Shore Laurence, and Weiniger Matthew. Part II Ambit of Protection, 4 Parallel Proceedings. Oxford University Press, 2017. http://dx.doi.org/10.1093/law/9780199676798.003.0004.

Full text

Abstract:

Chapter 4 deals with a complex set of problems that have arisen in determining the relationship between parallel claims in investment arbitration and other forms of dispute resolution, including proceedings in host State courts. Five issues which arbitral tribunals have had to confront in considering the impact of other forms of dispute resolution upon their jurisdiction are explored in particular: (1) the distinction between breach of contract and breach of treaty; (2) election, waiver, and ‘fork in the road’; (3) prior resort to local remedies; (4) internationalised contract claims and ‘umbr

APA, Harvard, Vancouver, ISO, and other styles

9

Never judge a man by his umbrella. M. Russell, 1991.

Find full text

APA, Harvard, Vancouver, ISO, and other styles

10

Berka, Walter. CETA, TTIP, TiSA, and Data Protection. Oxford University Press, 2017. http://dx.doi.org/10.1093/oso/9780198808893.003.0007.

Full text

Abstract:

Trade agreements cannot avoid dealing with digital services and data sharing. In the cases of TTIP, CETA, and TiSA, different concepts of data protection collide and it is the fear of the European side that the EU’s acquis on data privacy could get compromised through the liberalization of data flows. This chapter analyses the possible impact of these agreements on data protection. It refers to the European Parliament’s call to include a horizontal self-standing clause in TTIP to exclude the current and future EU data protection legislation from being traded in TTIP, a claim which is based on

APA, Harvard, Vancouver, ISO, and other styles

Book chapters on the topic "Umbrella clauses"

1

Boltenko, Olga. "The Umbrella Revolution: State Contracts and Umbrella Clauses in Contemporary Investment Law." In Handbook of International Investment Law and Policy. Springer Singapore, 2020. http://dx.doi.org/10.1007/978-981-13-5744-2_54-1.

Full text

APA, Harvard, Vancouver, ISO, and other styles

2

Boltenko, Olga. "The Umbrella Revolution: State Contracts and Umbrella Clauses in Contemporary Investment Law." In Handbook of International Investment Law and Policy. Springer Singapore, 2021. http://dx.doi.org/10.1007/978-981-13-3615-7_54.

Full text

APA, Harvard, Vancouver, ISO, and other styles

3

Rajput, Aniruddha. "National Courts as Actors in Investment Arbitration." In Public Actors in International Investment Law. Springer International Publishing, 2021. http://dx.doi.org/10.1007/978-3-030-58916-5_3.

Full text

Abstract:

AbstractNational courts are actors in investment arbitration since they influence the functioning of investment arbitration and are themselves in turn influenced by investment arbitration. The influence of national courts on investment arbitration is larger than the influence of other international courts and tribunals, since national law is part of the applicable law in investment arbitration and national courts are authorised to interpret and apply national law. National courts influence investment arbitration by competing for jurisdiction through the exhaustion of local remedies, umbrella c

APA, Harvard, Vancouver, ISO, and other styles

4

"Umbrella Clauses." In International Investment Law and Arbitration. Cambridge University Press, 2018. http://dx.doi.org/10.1017/9781316847954.016.

Full text

APA, Harvard, Vancouver, ISO, and other styles

5

Odumosu-Ayanu, Ibironke T. "Umbrella Clauses." In Rethinking Investment Law. Oxford University PressOxford, 2023. http://dx.doi.org/10.1093/oso/9780192871084.003.0008.

Full text

Abstract:

Abstract This chapter provides a critical reading of the origins and purpose of umbrella clauses. Its analysis of contemporary arbitral jurisprudence highlights conflicting interpretations of umbrella clauses. The chapter demonstrates that such clauses serve as a mechanism for the depoliticization of investment law with a view to bringing contracts into the framework of investment treaties. The process serves to legitimize often-problematic domestic arrangements and facilitates engagement with those contracts outside of the domestic spaces of contestation. After tracing their origins and exami

APA, Harvard, Vancouver, ISO, and other styles

6

Rowe, Samantha J., and Svetlana Portman. "Umbrella Clauses." In Elgar Encyclopedia of International Economic Law. Edward Elgar Publishing Limited, 2024. http://dx.doi.org/10.4337/9781800882324.umbrella.clauses.nt.

Full text

APA, Harvard, Vancouver, ISO, and other styles

7

"Umbrella Clauses." In International Investment Law and Arbitration, 2nd ed. Cambridge University Press, 2021. http://dx.doi.org/10.1017/9781108913652.017.

Full text

APA, Harvard, Vancouver, ISO, and other styles

8

Jeswald W, Salacuse. "11 Treatment of State Obligations (the ‘Umbrella Clause’)." In The Law of Investment Treaties. Oxford University Press, 2021. http://dx.doi.org/10.1093/law/9780198850953.003.0011.

Full text

Abstract:

This chapter explores umbrella clauses. In order to protect investor–state commitments and obligations from obsolescence, many investment treaties contain a clause defining the treatment that the host state will give to obligations it has made to investors or investments covered by the treaty. Known commonly as ‘umbrella clauses’, such provisions generally stipulate that ‘each Contracting Party shall observe any obligation it may have entered into with regard to the investments of investors of the other Contracting Party’. The umbrella clause creates an exception to a well-established principl

APA, Harvard, Vancouver, ISO, and other styles

9

"Geschichtlicher Hintergrund der umbrella clauses." In Die Schutzwirkung von umbrella clauses für Investor-Staat-Verträge. Nomos, 2014. http://dx.doi.org/10.5771/9783845253756_39.

Full text

APA, Harvard, Vancouver, ISO, and other styles

10

Samson, Benjamin. "Umbrella Clauses and Contract Claims." In International Investment Law. Hart Publishing, 2022. http://dx.doi.org/10.5040/9781509929078.ch-023.

Full text

APA, Harvard, Vancouver, ISO, and other styles

Conference papers on the topic "Umbrella clauses"

1

Chong, Lance. "The Relevancy of Knowledge and the Knowledge of Relevancy: An Information Theory-Based Quantitative Methodology for Evaluating UI Design and Usability." In 15th International Conference on Applied Human Factors and Ergonomics (AHFE 2024). AHFE International, 2024. http://dx.doi.org/10.54941/ahfe1005416.

Full text

Abstract:

Usability evaluation has posed a complex challenge for several decades. Given its significance, there is a pressing need for fundamental theoretical advancements. This paper introduces a novel approach by formulating an information-theory-based methodology for the quantitative and more direct evaluation of user interface (UI) design and usability. The new methodologies fall under the umbrella of the new theoretical framework of Networked Two-way Communication Channels (NTCC). This framework can be seen as an extension of Claude Shannon’s original one-directional communication channel model, in

APA, Harvard, Vancouver, ISO, and other styles

We offer discounts on all premium plans for authors whose works are included in thematic literature selections. Contact us to get a unique promo code!