Distribution & Client Disclosures
EFAMA monitors issues surrounding fund distribution and disclosures to investors. These include investor protection and disclosure issues arising from the evolving PRIIPs and MiFID frameworks, the shift towards digital distribution tools, and the continued integration of ESG considerations into fund products.
EFAMA response to ESMA's CP on MiFIR report on Systematic Internalisers in non-equity instruments
EFAMA Reply: ESMA CP on review report MiFIR transparency regime for equity, ETFs & other related instruments
Joint Statement on Market Data Costs
Reasonable Market Data Costs Benefits the Real Economy
The fundamental function of a trading venue is to match buyers and sellers of securities at a price that balances supply and demand through transparent rules and processes. The sale of market data is a related but separate by-product of that primary function.
Annual European Asset Management Report - Report highlights key developments in the European fund industry
The European Fund and Asset Management Association (EFAMA) has released the 13th edition of its Asset Management in Europe report, which provides in-depth analysis of recent trends in the European asset management industry, focussing on where investment funds and discretionary mandates are managed in Europe.
IMF 2021: Thought-provoking discussions and insightful presentations
This year’s Investment Management Forum featured an incredible number of high-level speakers and thought-provoking discussions.
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European Parliament votes on ‘quick fixes’ for PRIIPs and UCITS - EFAMA statement
We welcome yesterday's vote by the European Parliament plenary formally adopting two ‘quick fixes’ for PRIIPs (Packaged retail investments and insurance-based products) and UCITS (Undertakings for Collective Investment in Transferable Securities).
Asset Management Report 2021
This is our 13th edition of the Asset Management in Europe report, which provides an in-depth analysis of recent trends in the European asset management industry, focussing on where investment funds and discretionary mandates are managed in Europe.
EFAMA Annual Review 2020-2021
It gives me great pleasure to provide you with an overview of our activities since our Ordinary General Meeting of last year.
Infographic | The challenges of replacing UCITS KIIDs with PRIIP KIDs
In support of our call for additional time to implement the PRIIPs rules, we have produced an infographic that summarises the challenges our members face replacing UCITS KIIDS with PRIIP KIDs. The infographic shows the many entities involved in the process and the steps required to prepare a PRIIP KID. Feel free to make use of this infographic.
