Fund naming guidelines put growth of corporate green bond sector at risk
Clarification is urgently needed to enable rather than restrict EU sustainable investment
The EU has been at the forefront of green bond issuances, demonstrating strong growth and commitment to sustainable finance. However, ESMA’s new Fund Naming Guidelines create inconsistencies with other sustainable finance regulations, like the EU Green Bond Standard, which could hamper the growth of the corporate green bond sector.
Joint association statement on MIFIR RTS 2 post-trade deferrals for bonds
The Associations fully support ESMA’s aim of providing for an adequate level of transparency. This will be beneficial to investors, liquidity providers, other intermediaries, as well as issuers, across the entire range of different and diverse bond classes.
Net inflows across all UCITS categories in July
EFAMA publishes its latest Monthly Statistical Release for July 2024.
Significant growth of sustainable equity funds over the last 5 years
Regulatory clarity required to sustain further growth
Market Insights #18 - Sustainable Equity UCITS
This report looks specifically at the evolving trends of the equity asset class of sustainable UCITS, whose share is the highest (53%) in total sustainable UCITS funds. It highlights their role as investment vehicles in facilitating the green transition. The universe of sustainable equity UCITS funds is defined based on Morningstar’s classification of sustainable financial instruments1. This means funds must claim to have a sustainability objective, and/or use binding ESG criteria for their investment selection.
Joint industry statement on EMIR3.0 effective implementation dates
EFAMA, EBF, AIMA, FIA and ISDA (the ‘Associations’) welcome the co-legislators' political agreement on EMIR 3.0, which was endorsed by the Council and European Parliament on 14 February and 4 March 2024, respectively.
Another record-breaking quarter of worldwide bond sales in Q2 2024
EFAMA publishes its latest International Quarterly Statistical Release for Q2 2024.
Strong bond fund inflows continued in Q2 2024, making this category the top performer in the first half of 2024
EFAMA has today published its European Quarterly Statistical Release for Q2 of 2024.
Draghi report highlights underdeveloped occupational and private pension systems as an issue for European competitiveness
EFAMA identifies four key areas for improvement
EFAMA welcomes the high degree of ambition and clear call to urgent action put forward by former European Central Bank President Mario Draghi to address the EU's competitiveness challenges and reverse the ongoing trend of slowing growth and declining productivity. Improving the EU’s global competitiveness is vital for preserving EU’s prosperity in the long run, enhancing investment opportunities and attracting more capital into the EU.
Greenwashing undermines trust in sustainable investment products, let’s make sure we get the understanding and supervision around this right
This article has been published on ESG Investor
Strong net inflows into bond UCITS in June
EFAMA has published its latest Monthly Statistical Release for June 2024.
Thomas Tilley, Senior Economist at EFAMA, commented: “The ECB rate cut of early June resulted in strong net inflows into bond UCITS throughout the month.”
The main developments in June can be summarised as follows: