Today, EFAMA has published its latest International Quarterly Statistical Release for Q4 2024.
Press Release
Investor Education
20 March 2025
The power of investing: insights from experts and EU citizens
EFAMA’s new brochure emphasizes the benefits of investing early
Press Release
Capital Markets Union
Competitiveness
19 March 2025
The European Commission’s Savings and Investments Union Strategy is a credible pathway to boost the EU’s capital markets
Today’s communication of the European Commission, “Savings and Investments Union – a Strategy to Foster Citizens Wealth and Economic Competitiveness in the EU” is a major step towards finally developing deeper, more integrated capital markets that the European Union absolutely needs. Achieving the goals of the SIU will help improve citizens’ financial well-being, meet the financing needs of EU companies and improve their competitiveness.
Policy Position
Management Companies
12 March 2025
EFAMA’s response to ESMA Consultation paper on draft RTS on open-ended loanoriginating AIFs
Announcement
Artificial Intelligence (AI)
11 March 2025
EFAMA Organises Q&A Session to Help Members Navigate its AI System Assessment Tool
Interactive session to showcase EFAMA’s new tool and support members in complying with the EU AI Act
EFAMA is pleased to invite its members to a dedicated Q&A session introducing the AI System Assessment Tool, taking place on Tuesday 18 March, from 16:00 to 16:45 CET.
Press Release
Capital Markets Union
Competitiveness
06 March 2025
Investment management industry makes a number of key recommendations for the Savings and Investments Union
Simplifications needed to mobilise EU savings, boost investment, and foster greater integration
Press Release
Statistics
05 March 2025
Strong net asset growth for funds in 2024, significantly higher net sales in equity, bond, and MMF UCITS
EFAMA has today published its European Quarterly Statistical Release for the fourth quarter of 2024, together with an overview of the full year 2024.
Policy Position
Capital Markets Union
04 March 2025
EFAMA final reply to the EC Call for Evidence on the SIU
Policy Position
Financial stability
28 February 2025
FSB consultation on NBFI leverage
EFAMA welcomes the FSB recommendation that jurisdictions develop domestic frameworks to monitor and mitigate the build-up of leverage. These analytical frameworks should take a holistic approach and be empirically driven. The main systemic risk stemming from leverage is the imbalance between liquidity demand and supply during periods of stress, not the (collective) default of non-bank financial intermediaries.
Press Release
EU Taxonomy
Sustainability reporting (CSRD)
Sustainability-related Disclosures (SFDR)
27 February 2025
Simplification Omnibus reduces regulatory burden while maintaining important sustainability ambitions like double materiality
Yesterday, the European Commission published its first regulatory simplification Omnibus, which aims to reduce the sustainability reporting burden on EU companies through amendments to the Corporate Sustainability Due Diligence Directive (CSDDD), Corporate Sustainability Reporting Directive (CSRD) and EU Taxonomy Regulation. We support this initiative as a positive and necessary step to increase the competitiveness of European companies and reduce regulatory burden, while still maintaining the ambitions of the EU Green Deal.
Positive developments include:
Press Release
Statistics
26 February 2025
2024 was a record year for ETFs and MMFs
In our latest Monthly Statistical Release, we show the main developments for the European investment fund market in December 2024 and include a first overview and analysis of the full year 2024.
Press Release
Competitiveness
UCITS
20 February 2025
Fund consolidation would have a limited impact on fund costs
Increasing fund assets is seen as a more realistic and effective avenue
Today, the European Fund and Asset Management Association (EFAMA) published the 20th issue of its Market Insights series, titled “Beyond fund consolidation: a more promising strategy for bigger funds and faster cost declines in Europe”. This publication compares the size and number of equity UCITS with that of US equity mutual funds and challenges the commonly held belief that fund consolidation will significantly lower the cost of funds in Europe.
