Today, EFAMA has published its International Quarterly Statistical Release for Q1 2024.
Press Release
Statistics
25 June 2024
Policy Position
Management Companies
Financial stability
20 June 2024
FSB consultation on liquidity preparedness for margin calls in non-bank financial intermediation
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.
Press Release
Competitiveness
20 June 2024
Decisive shift in policies is required to mobilize private savings towards the EU economy
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”.
Press Release
Statistics
18 June 2024
2023 a record-breaking year for ETFs, EFAMA’s latest Fact Book shows
Net assets of UCITS and AIFs doubled over the last ten years, reaching EUR 20.7 trillion in 2023
Publication
14 June 2024
EFAMA Annual Review 2023-2024
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.
Press Release
Retail Investment
12 June 2024
Council of the EU takes crucial step forward for retail investment
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.
Press Release
Statistics
10 June 2024
Strong net sales of bond funds
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.”
Press Release
Statistics
31 May 2024
UCITS and ETFs continued to attract net inflows in March
EFAMA has published the latest Monthly Statistical Release for March 2024.
Publication
Capital Markets Union
Retail Investment
24 May 2024
Charting the Course: Unlocking Retail Participation in EU Capital Markets
At the Roundtable on the distribution of retail investment products on 18 July 2023, the European Commissioner for Financial Stability, Financial Services and Capital Markets Union, Mairead McGuinness, invited the European Banking Federation (EBF), the European Fund and Asset Management Association (EFAMA) and Insurance Europe to advance an industry-driven process to explore common solutions aimed at increasing retail participation in EU capital markets.
Publication
24 May 2024
Focus on the Polish asset management sector
We were pleased to welcome the Polish Chamber of Fund and Asset Managers as an EFAMA member earlier this year. In the 11th issue of our “3 Questions 2” (3Q2) series, we spoke with Malgorzata Rusewicz, CEO of the Polish association, on the Polish asset management sector.
She answered the following questions:
1: What is the structure of the asset management industry in Poland?
Press Release
Tax ＆ Accounting
14 May 2024
Council of the EU votes to improve withholding tax rules
A significant step forward taken to remove tax barriers to the CMU
Press Release
Capital Markets Union
07 May 2024
Leading European associations' shared view on improving competitiveness of European capital markets
The European Banking Federation (EBF), the European Fund and Asset Management Association (EFAMA), and the Federation of European Securities Exchanges (FESE) have released a joint report on the development of European capital markets and recommendations to enhance their competitiveness.
