Data | EFAMA

In the modern economy, data is increasingly becoming a strategic asset. This is particularly true for the asset management industry, where data forms the backbone of the daily activities and internal processes necessary to guarantee best practices in portfolio management.

Asset managers are major users of a variety of data, including market data, index data and, increasingly, ESG data. EFAMA advocates for, and seeks to support members’ access to, high-quality, standardised and comparable data at a fair price. EFAMA also encourages the creation of a well-structured, reasonably priced consolidated tape fed by all trading venues and systematic internalisers for all financial instruments.

Related policy positions

Policy position

Data

Sustainable Finance

EU Taxonomy

Sustainability-related Disclosures (SFDR)

10 June 2020

Joint industry letter - Call for a centralized register for ESG data in the EU

Our associations are committed to supporting the transition to a more sustainable economy and
to tackling climate change that we consider a priority. We strongly support the EU objective of
transforming Europe into the first climate-neutral continent in the world by 2050 and are ready
to contribute as representatives of the financial sector.

Policy position

Data

Distribution ＆ Client Disclosures

10 February 2020

Joint Statement on Market Data Costs

Reasonable Market Data Costs Benefits the Real Economy

The fundamental function of a trading venue is to match buyers and sellers of securities at a price that balances supply and demand through transparent rules and processes. The sale of market data is a related but separate by-product of that primary function.

Policy position

Capital Markets

Data

Distribution ＆ Client Disclosures

06 September 2019

EFAMA’s response to ESMA’s CP on data costs and consolidated tape

Annual European Asset Management Report - Report highlights key developments in the European fund industry

The European Fund and Asset Management Association (EFAMA) has released the 13th edition of its Asset Management in Europe report, which provides in-depth analysis of recent trends in the European asset management industry, focussing on where investment funds and discretionary mandates are managed in Europe.

Press Release

Data

Sustainable Finance

EU Taxonomy

Sustainability-related Disclosures (SFDR)

Sustainability reporting (NFRD)

01 December 2021

The European Single Access Point: a powerful tool for investors to assess the ESG performance of companies

EFAMA sees the European Commission’s proposal for the creation of a European Single Access Point (ESAP) as a crucial step in addressing the limited availability and scattered nature of financial and sustainability-related entity information at EU level.

Press Release

Capital Markets

EMIR

MIFID

Capital Markets Union

Data

07 October 2021

Statement on the release of the Oliver Wyman study ‘Caught on Tape’

“Oliver Wyman’s study ‘Caught on Tape’ provides a perplexing take on Consolidated Tape for Europe. Sure enough, it starts with accurate observations: the high number of trading venues in Europe, the resultant fragmented liquidity, unseen liquidity due to the lack of a consolidated tape, and the fact that leading markets like the US and Canada today benefit from a real time consolidated tape.

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Related publications

Publication

Data

Sustainable Finance

EU Taxonomy

Sustainability reporting (NFRD)

16 March 2021

Market Insights | Issue #4 | ESG investing in the UCITS market: a powerful and inexorable trend

The report looks at the major trends in the ESG UCITS market, the impact of the coronavirus pandemic, and the behaviour of ESG and non-ESG funds.

Publication

Capital Markets

Data

EU Fund regulation

Management Companies

AIFMD

Tax ＆ Accounting

26 November 2020

Asset Management in Europe - An Overview of the Asset Management Industry - November 2020

The report aims to provide a unique and comprehensive set of facts and figures on the state of the industry at the end of 2018 but also to highlight the fundamental role of asset managers in the financial system and wider economy.

Publication

Data

Sustainable Finance

EU Taxonomy

Sustainability-related Disclosures (SFDR)

18 November 2020

EFAMA Market Insights | Issue# 3 | Sustainable Investment in the European Asset Management Industry

For this Market Insights, EFAMA collaborated with its member associations and strategy consultants at INDEFI to estimate the level and nature of ESG investment by European asset managers at the end of 2019, distinguishing between the ESG strategies applied at the firm level and those applied at the level of individual fund and discretionary mandate. The assets under management covered in the report include EUR 12.5 trillion of investment fund assets and EUR 11.4 trillion of mandate assets.*