In our latest Monthly Statistical Release, we show the following main developments in October 2023 for the investment fund market:
Press Release
Statistics
20 December 2023
Policy Position
T1 Settlement
19 December 2023
Shortening the settlement cycle
EFAMA is pleased to share its response to the ESMA Call for Evidence on shortening the settlement cycle. In light of the imminent US move to T1, EFAMA supports a timely transition to T1 for Europe, while calling for a dynamic roadmap which can be adapted and modified as lessons from the US migration become known.
Press Release
Statistics
14 December 2023
Asset managers on course to manage EUR 29 trillion in 2023
New report shows benefits of asset managers to investors and the European economy
Publication
Statistics
14 December 2023
EFAMA Asset Management Report 2023
EFAMA's latest edition of its 'Asset Management Report in Europe provides an in-depth analysis of recent trends in the European asset management industry. It also highlights the role of asset managers in serving the need of investors, funding European companies, and helping the transition to a greener economy.
Some of the main findings include:
Press Release
Statistics
11 December 2023
Money Market Funds continued to benefit from the high-interest rate environment in Q3 2023
In our latest Quarterly Statistical Release, we show the following main developments for the investment fund market:
Press Release
AIFMD
08 December 2023
EFAMA’s latest Market Insights shows main characteristics of AIFs in Europe, as well as implications of recent AIFMD review | Issue # 14
EFAMA has released today a new issue of its Market Insights (MI) series titled “The AIF market – an overview”.
Press Release
Statistics
30 November 2023
Sustained demand for ETFs in September
EFAMA has today published its latest monthly Investment Fund Industry Fact Sheet, which provides net sales data on UCITS and AIFs for September 2023, at European level and by country of fund domiciliation.
Press Release
Investor Education
Sustainable Finance
28 November 2023
New EFAMA brochure answers key questions on sustainable investing, to assist EU citizens in their financial decision-making
Despite the growing interest and importance of sustainable investing, most EU citizens often find it difficult to navigate this relatively new investment landscape. To empower them in making investment decisions which support their personal values, EFAMA today launched its new brochure “Sustainable investing explained in 9 questions”.
Publication
Investor Education
Sustainable Finance
28 November 2023
Sustainable Investing Explained in 9 Questions
EFAMA launches its new brochure "Sustainable investing explained in 9 questions".
Despite the growing interest and importance of sustainable investing, most EU citizens often find it difficult to navigate this relatively new investment landscape.
In the brochure we explore :
Press Release
Retail Investment
27 November 2023
EFAMA proposes alternative solutions to benefit investors within the Retail Investment Strategy
EFAMA is pleased to release a leaflet entitled “Retail Investment Strategy: positive elements for European investors and ones that should be reconsidered.” This document outlines the needs of EU investors, how the European Commission’s proposal is expected to help them, and what still needs to be adjusted.
Publication
Retail Investment
27 November 2023
Retail Investment Strategy: Positive elements for European Investors and ones that should be reconsidered
The European Commission’s proposal for a Retail Investment Strategy is currently being debated within the European Parliament and Council. As a contribution to this discussion, EFAMA have produced a short leaflet which summarises the needs of EU retail investors, what the proposal gets right, and alternative proposals to consider, with a special focus on disclosures and advice.
Press Release
Exchange-traded Funds
15 November 2023
EFAMA’s latest Market Insights shows main trends in the ETF market in Europe and the benefits of an EU consolidated tape | Issue #13
EFAMA has released today a new issue of its Market Insights series titled “UCITS ETFs: A growing market in volatile times”.
