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
Capital Markets Union
Distribution & Client Disclosures
EU Fund regulation
Investor Education
Management Companies
Pensions
Sustainable Finance
Tax & Accounting
10 September 2020
Household Participation in Capital Markets - Country Statistical Profiles
EU Fund regulation
26 August 2020
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.
Fund processing standardisation
24 August 2020
Joint EFAMA SWIFT Standardisation Survey 2019 Annual Report
The report highlights the progress made in the increased automation of fund orders and the use of ISO standards.
Twenty-nine TAs from across Ireland and Luxembourg participated in the survey covering 80% of the Irish market and 75% of the Luxembourg market.
Key findings from the report include:
Capital Markets Union
Distribution & Client Disclosures
PRIIPs
EU Fund regulation
Investor Education
Pensions
Tax & Accounting
Withholding taxes
21 July 2020