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.
EFAMA welcomes the proposed revised OECD Roadmap. We would like to congratulate the OECD team working on private pensions for the wide-ranging research projects it undertook over the past years, which provided sound, evidence-based arguments to update the 2012 Roadmap.
We strongly support the main messages of the Roadmap, in particular the importance of
The Commission launched a public consultation ahead of the presentation of a legislative proposal to introduce an EU Digital Levy by January 2023. For EFAMA, any new tax legislation on “digital activities” (or “digital transactions”) should not be borne by the end-investors. Our understanding is that the industry’s activities should not be in scope of the new tax.
EFAMA shares the urgent need to improve the consistency and comparability of sustainability reporting at a global level. We believe this is a crucial enabling factor to the success of the global efforts to mainstream sustainability in the financial sector. A global set of internationally recognised sustainability reporting standards would help establish an effective chain of information from corporates to the benefit of investors.
On 11 March 2021, EFAMA and 14 trade associations representing a wide range of stakeholders in the European and global financial markets wrote to the European Commission and ESMA raising concerns about the implementation of the mandatory buy-in requirement under the EU’s CSDR Settlement Discipline Regime.
EFAMA supports the European Commission's initiative to establish the European Single Access Point. We see it as a unique opportunity for the Capital Markets Union to centralise all publicly available ESG and financial transparency information data in one place.
The European Fund and Asset Management Association (EFAMA) calls on the European Commission to reflect EFRAG´s recommendations for mandatory European Sustainability Reporting Standards in the upcoming NFRD review.

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.