EU Taxonomy Regulation
The Taxonomy is a critical tool that will assist issuers, project promoters, investors and other financial market participants in identifying sustainable, enabling and transitional economic activities. The regulation requires asset managers to disclose the proportions of their Taxonomy-compliant “green asset ratios” in funds with sustainability objectives and characteristics.
Asset managers will rely upon investee companies’ reporting against the technical screening criteria introduced by the Taxonomy. Given that these criteria will be fundamental in guiding the investment decisions of asset managers and, increasingly so, of public authorities, they should allow for a sufficiently broad investible universe, including transitional activities. EFAMA has also contributed to the development of industry-relevant Taxonomy Key Performance Indicators for financial and non-financial undertakings.
EFAMA's position on EU Taxonomy in view of Trialogues
EFAMA comments European Commission's Taxonomy Proposal (Sustainable Finance Package)
European single access point for data? EFAMA’s 6 key recommendations
The European Fund and Asset Management Association (EFAMA) has published its response to the European Commission's consultation on the establishment of a European Single Access Point (ESAP) for financial and non-financial information publicly disclosed by companies.
ESG investing in the UCITS market: a powerful and inexorable trend
The European Fund and Asset Management Association (EFAMA) has published its latest Market Insights report titled “ESG Investing in the UCITS Market – A powerful and inexorable trend”. The report looks at the major trends in the ESG UCITS market, the impact of the coronavirus pandemic, and the behaviour of ESG and non-ESG funds.
EU Taxonomy at risk of hampering green housing investments
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As the voice of the European asset management industry, EFAMA strongly welcomes the development of the EU Taxonomy and its proposed technical screening criteria in the Delegated Acts. EFAMA sees the Taxonomy as a critical tool to unleash the potential of sustainable finance in Europe by assisting issuers, project promoters, companies, investors, and other financial market participants in identifying truly sustainable economic activities. |
The European ESG market in Q1 2021 – Introducing the SFDR | Market Insights | Issue #7
This report breaks down the size of the European ESG market, reviewing the assets under management of funds using the SFDR (Sustainable Finance Disclosure Regulation) framework.
Market Insights | Issue #4 | ESG investing in the UCITS market: a powerful and inexorable trend
The report looks at the major trends in the ESG UCITS market, the impact of the coronavirus pandemic, and the behaviour of ESG and non-ESG funds.
EFAMA Market Insights | Issue# 3 | Sustainable Investment in the European Asset Management Industry
For this Market Insights, EFAMA collaborated with its member associations and strategy consultants at INDEFI to estimate the level and nature of ESG investment by European asset managers at the end of 2019, distinguishing between the ESG strategies applied at the firm level and those applied at the level of individual fund and discretionary mandate. The assets under management covered in the report include EUR 12.5 trillion of investment fund assets and EUR 11.4 trillion of mandate assets.*
