Fact Book
The EFAMA Fact Book is the go-to reference for data on European investment funds and information on the most recent industry trends.

At your fingertips:
- Key developments in the UCITS and AIF markets
- Asset allocation of European funds
- Cost and performance of UCITS
- Trends in cross-border funds
- Look-through the financial portfolio holdings of households, insurers, pension funds and other financial intermediaries.
- Developments in worldwide funds and key countries and regions such as the US, Asia, …
New this year:
- Data on the number of funds and average fund sizes.
- A granular breakdown of the type of funds insurers and pension funds invest in.
- Figures on what percentage of European households invest in certain types of financial assets.
Info-boxes on key regulatory files:
- The EU Must Continue Being the World’s Guarantor of
Shareholder Democracy - AML obligations should not jeopardise funds’ distribution
- Can Member States turn the needle in EU tax policy?
- The Market Integration and Supervision Package:
At last, a Single Market for investment funds? - Building resilience in capital markets: How to Mind the “Simplification” Gap
- Supplementary pensions: an opportunity to close, not widen, the gender gap
- The Digital Omnibus: A necessary first move in Europe’s race for technological competitiveness
The Fact Book is produced with the generous support of our sponsors:
