EFAMA fully supports the Commission’s initiatives to fight tax avoidance and aggressive tax planning. The work of the technical teams that acknowledged our industry’s special requirements and the proposal of carve-out rules to protect investment structures and end-investors are, to a certain extent, to be welcomed.
Press Release
Statistics
31 March 2022
UCITS equity funds remained in high demand in January, contrary to bond funds
UCITS equity funds remained in high demand in January, contrary to bond funds
Press Release
Investor Education
24 March 2022
More must be done to improve European citizens' financial literacy
More must be done to improve European citizens’ financial literacy
Publication
Investor Education
24 March 2022
The European Asset Management Industry's Engagement in Financial Education Initatives
EFAMA Report: more must be done to improve European citizens' financial literacy.
This is evidenced in the second edition of EFAMA's report, "The European Asset Management Industry's Engagement in Financial Education Initiatives", released in March 2022.
The report, prefaced by Commissioner Mairead McGuinness, is divided into three parts.
Policy Position
Distribution ＆ Client Disclosures
22 March 2022
EFAMA's response to the EU Commission's targeted consultation on options to enhance the suitability and appropriateness assessments
EFAMA appreciates the opportunity to share our views on the European Commission’s consultation on enhancements to the suitability and appropriateness assessments forming part of the wider, upcoming Retail Investment Strategy.
Press Release
Statistics
22 March 2022
Net sales of worldwide funds exceeded EUR 1 trillion in Q4 2021
The European Fund and Asset Management Association (EFAMA) has today published its International Quarterly Statistical Release regarding the developments in the worldwide investment fund industry during the fourth quarter of 2021.
Announcement
MIFID
Distribution ＆ Client Disclosures
Sustainable Finance
14 March 2022
FinDatEx publishes EET v1.0 and EMT v4.0
The European ESG Template (EET) is meant to facilitate the necessary exchange of data between product manufacturer and distributor for the purpose of fulfilling ESG-related regulatory requirements contained in the SFDR, relevant provisions of the Taxonomy Regulation, and the relevant delegated acts complementing MiFID II and IDD. The EET V1 is based on the regulatory situation on the day of publication and will be reviewed regularly depending on the evolving regulation, and at least confirmed annually. With regard to the MiFID target market, the EET interacts with the EMT V4.
Press Release
EU Fund regulation
UCITS
04 March 2022
US mutual funds are not necessarily cheaper than UCITS | EFAMA Market Insights Issue #8
EFAMA released today issue number eight of its Market Insights series titled 'The Costs of UCITS and US Mutual Funds - We can only compare like with like'. This
Press Release
Management Companies
AIFMD
03 March 2022
EFAMA’s position on the EC's review of the AIFM and UCITS directives
We welcome the targeted approach of the Commission in its review, recognising the overall success of the frameworks over the past decade.
Announcement
Sustainable Finance
Sustainability reporting (NFRD)
02 March 2022
Joint letter calling to broaden the scope of the CSRD
On behalf of:
CDP, Economy for the Common Good, EFAMA, Eurosif, Frank Bold, Finance Watch, Global Witness, Investor Alliance for Human Rights, Publish What You Pay, ShareAction, Transport and Environment, WWF
Dear Members of the European Parliament,
Press Release
Statistics
02 March 2022
Further slowdown in the net sales of long-term UCITS
European Fund trends in Q4 2021 – Further slowdown in the net sales of long-term UCITS
Press Release
Statistics
24 February 2022
2021 - another year of strong net sales and asset growth for the fund industry
The European Fund and Asset Management Association (EFAMA) has today published its latest monthly Investment Fund Industry Fact Sheet, which provides net sales data on UCITS and AIFs for December 2021, at European level and by country of fund domiciliation. A first overview of the net sales data of UCITS and AIFs over the full year 2021 is also included.
