New report shows benefits of asset managers to investors and the European economy
EFAMA's latest edition of its 'Asset Management Report in Europe provides an in-depth analysis of recent trends in the European asset management industry. It also highlights the role of asset managers in serving the need of investors, funding European companies, and helping the transition to a greener economy.
Some of the main findings include:
In our latest Quarterly Statistical Release, we show the following main developments for the investment fund market:
EFAMA has released today a new issue of its Market Insights (MI) series titled “The AIF market – an overview”.
EFAMA has today published its latest monthly Investment Fund Industry Fact Sheet, which provides net sales data on UCITS and AIFs for September 2023, at European level and by country of fund domiciliation.
Despite the growing interest and importance of sustainable investing, most EU citizens often find it difficult to navigate this relatively new investment landscape. To empower them in making investment decisions which support their personal values, EFAMA today launched its new brochure “Sustainable investing explained in 9 questions”.
EFAMA launches its new brochure "Sustainable investing explained in 9 questions".
Despite the growing interest and importance of sustainable investing, most EU citizens often find it difficult to navigate this relatively new investment landscape.
In the brochure we explore :
EFAMA is pleased to release a leaflet entitled “Retail Investment Strategy: positive elements for European investors and ones that should be reconsidered.” This document outlines the needs of EU investors, how the European Commission’s proposal is expected to help them, and what still needs to be adjusted.
EFAMA welcomes the proposed revised OECD Roadmap. We would like to congratulate the OECD team working on private pensions for the wide-ranging research projects it undertook over the past years, which provided sound, evidence-based arguments to update the 2012 Roadmap.
We strongly support the main messages of the Roadmap, in particular the importance of
The Commission launched a public consultation ahead of the presentation of a legislative proposal to introduce an EU Digital Levy by January 2023. For EFAMA, any new tax legislation on “digital activities” (or “digital transactions”) should not be borne by the end-investors. Our understanding is that the industry’s activities should not be in scope of the new tax.
EFAMA shares the urgent need to improve the consistency and comparability of sustainability reporting at a global level. We believe this is a crucial enabling factor to the success of the global efforts to mainstream sustainability in the financial sector. A global set of internationally recognised sustainability reporting standards would help establish an effective chain of information from corporates to the benefit of investors.
On 11 March 2021, EFAMA and 14 trade associations representing a wide range of stakeholders in the European and global financial markets wrote to the European Commission and ESMA raising concerns about the implementation of the mandatory buy-in requirement under the EU’s CSDR Settlement Discipline Regime.
EFAMA supports the European Commission's initiative to establish the European Single Access Point. We see it as a unique opportunity for the Capital Markets Union to centralise all publicly available ESG and financial transparency information data in one place.
The European Fund and Asset Management Association (EFAMA) calls on the European Commission to reflect EFRAG´s recommendations for mandatory European Sustainability Reporting Standards in the upcoming NFRD review.
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)