EFAMA has today published its European Quarterly Statistical Release for Q3 of 2022.
This Release presents for the first time data on the net sales and net assets of SFDR Article 8 and 9 UCITS.
EFAMA members are paying close attention to the ongoing discussions in the European Parliament and Council to reach a compromise on the MiFID review. Together with a broad majority of market participants, including the sell-side and alternative trading venues, we have consistently made the case for a real-time tape for equities with the inclusion of pre and post-trade data.
Following in the footsteps of the European Parliament earlier this month, the Council of the EU has now finalised the legislative process by adopting the Corporate Sustainability Reporting Directive (CSRD), a move which is very much welcomed by EFAMA. This comes days after the first set of European Sustainability Reporting Standards (ESRS), which give life to the double materiality principle established by the CSRD, were finalised by EFRAG and submitted to the European Commission for adoption.
EFAMA spoke with its own Bernard Delbecque, Senior Director of Economics & Research, for the publication of the 8th issue of the "3 Questions 2" (3Q2) series, on rethinking our pension system sustainability and adequacy.
The aim of 3Q2 is to raise awareness on specific topics of interest to our membership in a clear and concise manner.
EFAMA has today published its latest monthly Investment Fund Industry Fact Sheet, which provides net sales data on UCITS and AIFs for September 2022, at European level and by country of fund domiciliation.
EFAMA has today published its latest monthly Investment Fund Industry Fact Sheet, which provides net sales data on UCITS and AIFs for August 2022, at European level and by country of fund domiciliation.
EFAMA has released today a new issue of its Market Insights series titled “ESG ratings of Article 8 and 9 funds: assessing the current market and policy recommendations for the future”. This research was motivated by the development of the market for ESG ratings against the backdrop of a growing demand for Article 8 and 9 funds, two ESG-related fund categories introduced by the Sustainability Financial Disclosure Regulation (SFDR).
EFAMA wholeheartedly supports ESMA’s objective of ensuring a consistent and harmonised application of the MiFID II product governance requirements. In our response to their consultation on the topic, we raised the following points:
EFAMA has today published its latest monthly Investment Fund Industry Fact Sheet, which provides net sales data on UCITS and AIFs for July 2022, at European level and by country of fund domiciliation.
EFAMA has today published its International Quarterly Statistical Release regarding the developments in the worldwide investment fund industry during the second quarter of 2022.
EFAMA welcomes the European Securities and Market Authority’s continuous commitment to creating a single market for investment funds, confirmed by the draft regulatory standards currently under consideration. These RTS/ITS would further harmonise information that asset managers should provide to their national competent authorities before marketing or managing an investment fund on a cross-border basis, thus facilitating intra-EU product distribution.
