Since the new European Long-Term Investment Fund (ELTIF) Regulation became applicable in 2024, numerous regulatory technical standards have been published by the European Commission. In light of these important additions, EFAMA and Arendt have updated their ‘Frequently Asked Questions’ publication, intended for asset managers and investors alike. This includes important clarifications on portfolio composition, allowable assets, redemptions, liquidity management, use of ELTIFs in pension and insurance products, and more. 

This Review provides a useful overview of the main policy developments we cover, our statistical and research publications, communication outreach, and more, including: a summary of our position on the Market Integration & Supervision Package, the Retail Investment Strategy, the Blueprint for Savings & Investment Accounts, the Supplementary Pensions Package, ELTIF 2.0, the EU securitisation framework, UCITS eligible assets, the implementation of new LMT and LOF rules, sustainability disclosures (CSRD & SFDR), integrated supervisory reporting, tax simplification and neutrality, T+1 settlement, the consolidated tape and EU clearing, tokenisation and AI, and the Financial Literacy Strategy.

This essential guide offers in-depth analysis of key trends in the investment fund industry, both within and beyond Europe. In addition to info on the UCITS and AIF markets, cross-border funds, and fund ownership, this year's edition includes data on the number of funds, average fund sizes, the types of funds insurers and pension funds invest in, and what financial assets European households choose. 
 

It also includes a series of info-boxes exploring major regulatory topics EFAMA is actively engaged in, such as MISP, retail investment, AML, pensions, the Digital Omnibus, and more.

EFAMA's 17th edition of its ‘Asset Management in Europe’ report provides an in-depth analysis of recent trends in the European asset management industry. 

Data on many different facets of the industry are covered, including:

• Total assets under management in Europe, covering investment funds and discretionary mandates
• The role of asset managers in Society and the Economy, including serving investors' needs and engaging with investee companies.
• Industry clients: at both European and country levels, including domestic and foreign clients.
• Asset allocation in Europe of investment funds and mandates, including ESG assets
• Industry organisation, such as market concentration, industry profitability and employment

EFAMA has published a new Investor Education brochure, titled “Invest Early, Achieve Big – Five questions on investing to build wealth over time”.

Two leading experts in the field of investor education - Professor Luigi Guiso and Anne Lester - provide insightful answers to five fundamental questions about investing.
In addition, five European citizens from diverse backgrounds, age groups, and careers share their personal experiences and approaches to investing in practice.