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.

Market Insights

Our Market Insights are issued around four times per year, summarising a recent industry trend or underlining some of EFAMA’s policy positions with data in a succinct and visual manner. This series…

Asset Management Europe

The EFAMA Asset Management in Europe report highlights the trends in total assets under management, focusing on the countries where assets are managed in Europe, with a breakdown by country and by…

3 Questions 2

3 Questions 2 or 3Q2 is a series of short interviews with subject matter experts, who are active EFAMA Standing Committee or Task Force members. This series aims to raise awareness on specific topics…

Fact Book

EFAMA's annual Fact Book offers comprehensive information on recent trends in the European investment fund industry and analyses a number of issues that are at the centre of the future development of…

Latest publications

Policy Topics

Publication

Sustainable Finance

EU Taxonomy

Sustainability-related Disclosures (SFDR)

17 November 2021

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.

Publication

Capital Markets

MIFID

16 November 2021

Buy-side use-cases for a real-time consolidated tape

A real-time consolidated tape, provided it is made available at a reasonable cost, will bring many benefits to European capital markets. A complete and consistent view of market-wide prices and trading volumes is necessary for any market, though this is especially true for the EU where trading is fragmented across a large number of trading venues. A real-time consolidated tape should cover equities and bonds, delivering data in ‘as close to real-time as technically possible’ after receipt of the data from the different trade venues.

Publication

Management Companies

AIFMD

04 November 2021

Infographic | The delegation process

The AIFMD is one of the pillars of EU regulation for investment funds, which will be crucial to the development of the Capital Markets Union (CMU) and the post Covid-19 economic recovery in the European Union. One subject that the AIFMD covers is the delegation process. We created the below infographic to shine a light on how delegation works under the current AIFMD, including how the delegation process is controlled, what activities can be delegated and what the benefits of delegation are for end investors and the asset management industry.

Publication

Fund processing standardisation

27 October 2021

Joint EFAMA SWIFT Standardisation Survey 2020 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.

all publications