Other publications

 

Our list of topical publications on a wide variety of subject relevant to the asset management industry.

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Unlocking private investment to fund Europe's triple transitions: towards an enabling regulatory framework
EFAMA’s publication lays out the asset management sector’s policy priorities for the next five years, building on the in-depth expertise of our members. This includes practical recommendations for…
Cover of the report
Household Participation in Capital Markets
This report analyses the progress made in recent years by European households in allocating more of their financial wealth to capital market instruments (pension plans, life insurance, investment…
ELTIF cover photo
ELTIF 2.0 Regulation - Frequently Asked Questions
The new European Long-Term Investment Fund (ELTIF) Regulation became applicable on 10 January 2024. Going forward, fund managers will have greater flexibility to make ELTIFs more attractive to end…
global memo data costs
Global Memo: Benchmark Data Costs
A key purpose of the financial system is to allocate capital and risk in a manner that supports sustainable economic development and growth, including through the provision of financing, investment…
MMF covid
European MMFs in the Covid-19 market turmoil: Evidence, experience and tentative considerations around eventual future reforms
The pandemic-induced market events experienced in March 2020 have marked the first true ‘stress-test’ for European MMFs, following the introduction of the EU Money Market Fund Regulation (MMFR) in…
demystifying ETP
Demystifying ETPs: an EFAMA guide for the European investor
Through its ETF Task Force, EFAMA has produced an Investor Education Guide intended to draw out, in a simple form, the defining features for the three main types of ETPs (Exchange-traded products)…
Household participation in capital markets
Household Participation in Capital Markets
This publication precedes the European Commission's forthcoming new Action Plan on the Capital Markets Union (CMU). It includes ten concrete policy recommendations to help advance the CMU, including…
EFC categories
The European Fund Classification - EFC Categories Report, 2nd ed.
The European Fund Classification (EFC) is a pan-European classification system of investment funds, which is maintained by a Task Force of EFAMA. Bernard Delbecque, EFAMA Senior Director, commented:…
market data cost
Global Memo on Market Data Costs
In a report released today, the International Council of Securities Associations (ICSA), the European Fund and Asset Management Association (EFAMA), and the Managed Funds Association (MFA) call for…
amic efama report fund liquidity
AMIC EFAMA Report - Managing fund liquidity risk in Europe - 2020
In 2019, AMIC and EFAMA decided to update their 2016 report “Managing Fund Liquidity Risk in Europe” following important policy and regulatory developments at EU and international levels. The purpose…
EFAMA stewardship code people interacting
EFAMA Stewardship Code
In 2011 EFAMA produced its ‘Code for external governance’, providing a framework of high-level principles-based set of recommendations (“Principles”) and best practice recommendations to cover the…
ownership of investment funds in europe
Ownership of Investment Funds in Europe
The report provides a wealth of facts and figures on the evolution of holdings of financial assets and investment funds among European investors in recent years. It aims to answer three main questions…
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