The European Fund Classification (EFC) is a pan-European classification system of investment funds, which is maintained by a Task Force of EFAMA.
Publications
We publish a wide range of publications each year on cutting-edge subjects of significance to our work. Many are periodic instalments on ongoing topics, while some are one-off reports.
Latest publications
Policy Topics
Publication
EU Fund regulation
26 August 2020
The European Fund Classification - EFC Categories Report, 2nd ed.
Publication
Fund processing standardisation
24 August 2020
Joint EFAMA SWIFT Standardisation Survey 2019 Annual Report
The report highlights the progress made in the increased automation of fund orders and the use of ISO standards.
Twenty-nine TAs from across Ireland and Luxembourg participated in the survey covering 80% of the Irish market and 75% of the Luxembourg market.
Key findings from the report include:
Publication
Capital Markets Union
Distribution ＆ Client Disclosures
PRIIPs
EU Fund regulation
Investor Education
Pensions
Tax ＆ Accounting
Withholding taxes
21 July 2020
3 questions to Sheila Nicoll and Alexander Schindler on the Capital Markets Union High Level Forum
Q #1 What is the difference of the High-Level Forum report to previous initiatives on the Capital Markets Union? What is different this time around?
Publication
Data
EU Fund regulation
29 June 2020
Global Memo on Market Data Costs
In a report released today, the International Council of Securities Associations (ICSA), the European Fund and Asset Management Association (EFAMA), and the Managed Funds Association (MFA) call for the implementation of internationally recognized principles to address excessively high market data fees and unfair licensing provisions.
