In our latest Monthly Statistical Release, we show the following main developments in December 2023 for the European investment fund market. A first overview and analysis of the full year 2023 is also included.
In our latest Monthly Statistical Release, we show the following main developments in December 2023 for the European investment fund market. A first overview and analysis of the full year 2023 is also included.
Regulation for other kinds of ESG data products still missing.
European fund body asks UK regulator to further simplify recognition of EU retail funds
Joint letter asks European Commission to delay technical changes by supervisors until broader review of SFDR is complete
In a joint letter, EFAMA, together with the European Banking Federation (EBF), Insurance Europe, European Savings and Retail Banking Group (ESBG), Alternative Investment Management Association (AIMA), Association for Financial Markets in Europe (AFME), and the European Association of Cooperative Banks, have released a joint letter asking the European Commission to better coordinate the publication of new rules for the Sustainable Finance Disclosure Regulation (SFDR).
In our latest Monthly Statistical Release, we show the following main developments in November 2023 for the investment fund market:
New report calls for action to be taken to revive the Capital Markets Union project
This report analyses the progress made in recent years by European households in allocating more of their financial wealth to capital market instruments (pension plans, life insurance, investment funds, debt securities and listed shares) and less in cash and bank deposits. It also includes policy recommendations on improving retail participation in capital markets, including for the Retail Investment Strategy currently under discussion.
Some key findings include:
However, European supervisors’ proposed technical standards threaten the success of the new regime
Today’s European Parliament vote concludes the MiFID/R review process
IZFiA (Izba Zarzadzajacych Funduszami i Aktywami) has just joined EFAMA, the Brussels-based trade body representing the European investment management industry.
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.