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

Topic

year

Keywords

Publication

Capital Markets Union

Distribution ＆ Client Disclosures

PRIIPs

EU Fund regulation

Investor Education

Pensions

Tax ＆ Accounting

Withholding taxes

21 July 2020

3 questions to Sheila Nicoll and Alexander Schindler on the Capital Markets Union High Level Forum

Q #1 What is the difference of the High-Level Forum report to previous initiatives on the Capital Markets Union? What is different this time around?

Publication

Data

EU Fund regulation

29 June 2020

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 the implementation of internationally recognized principles to address excessively high market data fees and unfair licensing provisions.

Publication

Capital Markets

Capital Markets Union

Competitiveness

Data

Distribution ＆ Client Disclosures

EU Fund regulation

International agenda

Management Companies

Pensions

Stewardship

Supervision

Sustainable Finance

Tax ＆ Accounting

11 June 2020

Annual Review June 2019-June 2020

"It gives me great pleasure to provide you with an overview of our activities since our Annual General Meeting in Paris last year. While we were very much looking forward to hosting you all in Brussels this week, the current crisis and associated travel restrictions has forced us to improvise and turn our meeting into a virtual AGM.

Publication

MIFID

Distribution ＆ Client Disclosures

PRIIPs

Management Companies

AIFMD

03 June 2020

Investment Funds Distributor Due Diligence Questionnaire

Funds face unique challenges in performing intermediary oversight, and especially so because of MiFID II requirements, changing regulatory landscapes, and the absence of an industry agreed-upon standard between funds and their distribution channels. To help address these challenges, a dedicated working group developed a uniform due diligence questionnaire (DDQ) that will serve as the standard for investment funds (UCITS and AIFs) in performing onboarding and ongoing oversight of distribution channels.

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