Today, EFAMA has published its International Quarterly Statistical Release for Q1 2024.
Today, EFAMA has published its International Quarterly Statistical Release for Q1 2024.
EFAMA agrees with the FSB that market participants should integrate the management of margin and collateral calls into their risk management, governance, and operational processes.
Latest EFAMA research finds that the outperformance of US stock markets has led to increasing allocation of equity UCITS assets to US stocks
Today, EFAMA published the latest edition of its Market Insights series, titled “The EU Must Adopt a New Deal to Mobilize EU Savings”.
Net assets of UCITS and AIFs doubled over the last ten years, reaching EUR 20.7 trillion in 2023
EFAMA's Annual Review highlights our key achievements over the past 12 months and provides a useful overview of the main topics we cover.
The Review is structured around the work of our Standing Committees and Taskforces. These bodies are the lifeblood of our Association as they develop sound, unified and evidence-based common positions around relevant EU/global initiatives and campaigns.
Improved Retail Investment Strategy approved but more work still to be done
Today, EU member states confirmed their position on the Retail Investment Strategy, following months of intensive negotiations under the Belgian Council Presidency. We welcome the decision to move away from banning commissions on execution-only transactions, which ensures that retail investors will still have access to direct distribution channels such as fund platforms.
European fund trends in Q1 2024 - EFAMA has today published its European Quarterly Statistical Release for Q1 of 2024.
Thomas Tilley, Senior Economist at EFAMA, commented: “Investors flocked into bond funds in anticipation of interest rate cuts. Net sales of bond funds (UCITS and AIFs) reached EUR 95 billion for the quarter, marking the highest volume of inflows since Q2 2017.”
EFAMA has published the latest Monthly Statistical Release for March 2024.
In an environment with unclear definitions at EU level on key sustainable finance concepts, as well as a lack of complete, comparable and transparent ESG data, all market actors are concerned about the risk of greenwashing.
EFAMA commends the efforts of the Czech Presidency and Member States in reaching an agreement on the review of MiFIR/MiFID. EFAMA members welcome the Council position which unequivocally comes down on the side of competitive, globally attractive markets, driven by diversity and innovation and the right tools and infrastructures to support the retail investor.
EFAMA, together with EBF, Insurance Europe, EACB, EAPB, ESBG and EUSIPA, issued a public letter addressed to Vice-President Dombrovskis, Commissioners McGuinness and Director-General Berrigan, remarking the importance of advice for European retail investors and the need to maintain the coexistence of fee-based and commission-based advice.
EFAMA is pleased to publish the revised version of its PRIIPs KID Q&A. The document aims at offering continued support to Euopean fund managemers and enable a common understanding of PRIIPs KID requirements.
EFAMA wholeheartedly supports ESMA’s objective of ensuring a consistent and harmonised application of the MiFID II product governance requirements. In our response to their consultation on the topic, we raised the following points:

Discover the 6 reasons why your organisation should become a member of EFAMA.
Our members enjoy significant benefits including the opportunity to shape the industry positions, get first-hand access to regulatory and political intelligence, engage with industry peers and policymakers, and take part in EFAMA events.
Our three membership categories cater to the wide range of organisations that make up and support the investment management industry in Europe.