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.
Publications
We publish a wide range of publications each year on cutting-edge subjects of significance to our work. Many are periodic instalments on ongoing topics, while some are one-off reports.
Latest publications
Policy Topics
Data
Sustainable Finance
EU Taxonomy
Sustainability reporting (NFRD)
16 March 2021
Market Insights | Issue #4 | ESG investing in the UCITS market: a powerful and inexorable trend
Capital Markets
CSDR
05 March 2021
3 questions to Agathi Pafili on CSDR
Q #1 What is the CSDR’s Settlement Discipline Regime (SDR) and what does it seek to achieve?
Fund processing standardisation
14 January 2021
Joint EFAMA SWIFT Standardisation Survey - Mid-year 2020 final report
EFAMA and SWIFT publish on a bi-yearly basis trends in standardisation and automation rates of fund orders received by transfer agents (TAs) in Luxembourg and Ireland. These reports showing the evolution of standardisation and automation rates of funds orders are available on both EFAMA and SWIFT websites dating back to May 2009.
EU Fund regulation
Exchange-traded Funds
08 December 2020
3 Questions to Keshava Shastry on "Demystifying ETPs: a simple guide for the European investor"
Q #1 Why did EFAMA members feel the need to publish this ETP investor guide?