In our latest International Quarterly Statistical Release, we show the following main developments in the worldwide investment fund industry:
Net assets of worldwide investment funds decreased by 0.2% in euro terms.
Key messages on the Implementation of SFDR
The Sustainable Finance Disclosure Regulation (SFDR) has promoted transparency in sustainable finance, however its use by market participants as a de facto ESG labelling regime has stretched it beyond its original intentions and not always been helpful. The current European Commission review needs to address how SFDR can provide clearer, more meaningful information for retail investors, promote transition finance, and align well with other relevant legislation.
EFAMA calls for new product categories in sustainable finance disclosures
Review of SFDR is an opportunity to improve transparency for investors
Long-term UCITS net sales struck by Israël-Hamas war in October
In our latest Monthly Statistical Release, we show the following main developments in October 2023 for the investment fund market:
Shortening the settlement cycle
EFAMA is pleased to share its response to the ESMA Call for Evidence on shortening the settlement cycle. In light of the imminent US move to T1, EFAMA supports a timely transition to T1 for Europe, while calling for a dynamic roadmap which can be adapted and modified as lessons from the US migration become known.
Asset managers on course to manage EUR 29 trillion in 2023
New report shows benefits of asset managers to investors and the European economy
EFAMA Asset Management Report 2023
EFAMA's latest edition of its 'Asset Management Report in Europe provides an in-depth analysis of recent trends in the European asset management industry. It also highlights the role of asset managers in serving the need of investors, funding European companies, and helping the transition to a greener economy.
Some of the main findings include:
Money Market Funds continued to benefit from the high-interest rate environment in Q3 2023
In our latest Quarterly Statistical Release, we show the following main developments for the investment fund market:
EFAMA’s latest Market Insights shows main characteristics of AIFs in Europe, as well as implications of recent AIFMD review | Issue # 14
EFAMA has released today a new issue of its Market Insights (MI) series titled “The AIF market – an overview”.
Sustained demand for ETFs in September
EFAMA has today published its latest monthly Investment Fund Industry Fact Sheet, which provides net sales data on UCITS and AIFs for September 2023, at European level and by country of fund domiciliation.
New EFAMA brochure answers key questions on sustainable investing, to assist EU citizens in their financial decision-making
Despite the growing interest and importance of sustainable investing, most EU citizens often find it difficult to navigate this relatively new investment landscape. To empower them in making investment decisions which support their personal values, EFAMA today launched its new brochure “Sustainable investing explained in 9 questions”.
Sustainable Investing Explained in 9 Questions
EFAMA launches its new brochure "Sustainable investing explained in 9 questions".
Despite the growing interest and importance of sustainable investing, most EU citizens often find it difficult to navigate this relatively new investment landscape.
In the brochure we explore :