European Fund trends in Q4 2021 – Further slowdown in the net sales of long-term UCITS
European Fund trends in Q4 2021 – Further slowdown in the net sales of long-term UCITS
The European Fund and Asset Management Association (EFAMA) has today published its latest monthly Investment Fund Industry Fact Sheet, which provides net sales data on UCITS and AIFs for December 2021, at European level and by country of fund domiciliation. A first overview of the net sales data of UCITS and AIFs over the full year 2021 is also included.
The European Fund and Asset Management Association (EFAMA) has today published its position paper on the European Commission’s proposed Markets in Financial Instruments Regulation review which establishes a blueprint for a consolidated tape (CT) across Europe’s capital markets.
The European PRIIPs Template v2.0 (EPT) incorporates the necessary changes based on the revised PRIIPs RTS, published by in the Official Journal of the European Union in December 2021.
The EPT is intended to be used for products sold from January 2023 onwards. It is important that data contained in the EPT is communicated by asset managers to insurers in good time before this date, bearing in mind any national market specificities.
▶️Find more details here: https://lnkd.in/dN_ZNU3C
EFAMA is looking for a new Head of Communication and Membership Development to strengthen its Brussels-based Secretariat. This exciting strategic position offers the successful candidate a unique role in helping to build the industry’s profile and strengthen its voice with key stakeholders across Europe.
Continue here for full details!
The European Fund and Asset Management Association (EFAMA) has today published its latest monthly Investment Fund Industry Fact Sheet, which provides net sales data on UCITS and AIFs for November 2021, at European level and by country of fund domiciliation.
We are thrilled to announce that FundApps, a Compliance-as-a-Service company, has joined EFAMA as associate members.
The EFAMA Board approved their membership on 19 January 2022.
Please join us in welcoming them to the EFAMA community!
Are you interested in becoming an EFAMA member yourself? Here are six reasons for joining us.
Naïm Abou-Jaoudé, EFAMA President, comments:
Our corporate members are both subsidiaries of an EEA parent that is a credit institution as per Article 4(1)(1) of the CRR, or stand-alone investment firms as per Article 4(1)(2) of the CRR. Both types of entities risk becoming subject to the Maximum Ratio Rule as asset management companies licensed under either a UCITS or AIFM management company license, or licensed as investment firms under the MiFID regime to provide discretionary portfolio management services on a client-by-client basis.
EFAMA welcomes the opportunity to provide comments on ESMA’s Consultation Paper on draft guidelines for the assessment of knowledge and competence.
EFAMA comments to the Committee on Direct Taxes in relation to the application of Minimum Alternate Tax to FIIs and FPIs for financial years before 1st April 2015
EFAMA and its Members appreciate the opportunity to comment on the second FSB/IOSCO consultative document in the context of the current global debate around the alleged “systemic” nature of the asset management industry. EFAMA is the representative association for the European investment management industry. We represent through our 26 national association members, 63 corporate members and 25 associate members about EUR 17 trillion in assets under management, of which EUR 11.3 trillion managed by 55,600 investment funds at end‐December 2014.
Discover the 6 reasons why your organisation should become a member of EFAMA.
Our members enjoy significant benefits including the opportunity to shape the industry positions, get first-hand access to regulatory and political intelligence, engage with industry peers and policymakers, and take part in EFAMA events.
Our three membership categories cater to the wide range of organisations that make up and support the investment management industry in Europe.
Trends in European investment funds (EFAMA Fact Book 2024 release on 18 JUN 2024)