However, European supervisors’ proposed technical standards threaten the success of the new regime
Press Release
ELTIF
18 January 2024
Press Release
16 January 2024
New rules establishing EU consolidated tape will boost capital markets, but could still go further
Today’s European Parliament vote concludes the MiFID/R review process
Press Release
10 January 2024
EU's sixth largest economy joins European investment management trade body
Polish chamber of fund and asset managers set to further increase EFAMA’s political clout
IZFiA (Izba Zarzadzajacych Funduszami i Aktywami) has just joined EFAMA, the Brussels-based trade body representing the European investment management industry.
Press Release
Statistics
09 January 2024
Strong rebound in net sales of equity funds in Q3 2023 thanks to solid demand in Asia
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.
Policy Position
Sustainability-related Disclosures (SFDR)
21 December 2023
Key messages on the Implementation of SFDR
The Sustainable Finance Disclosure Regulation (SFDR) has promoted transparency in sustainable finance, however its use by market participants as a de facto ESG labelling regime has stretched it beyond its original intentions and not always been helpful. The current European Commission review needs to address how SFDR can provide clearer, more meaningful information for retail investors, promote transition finance, and align well with other relevant legislation.
Press Release
Sustainability-related Disclosures (SFDR)
21 December 2023
EFAMA calls for new product categories in sustainable finance disclosures
Review of SFDR is an opportunity to improve transparency for investors
Press Release
Statistics
20 December 2023
Long-term UCITS net sales struck by Israël-Hamas war in October
In our latest Monthly Statistical Release, we show the following main developments in October 2023 for the investment fund market:
Policy Position
T1 Settlement
19 December 2023
Shortening the settlement cycle
EFAMA is pleased to share its response to the ESMA Call for Evidence on shortening the settlement cycle. In light of the imminent US move to T1, EFAMA supports a timely transition to T1 for Europe, while calling for a dynamic roadmap which can be adapted and modified as lessons from the US migration become known.
Press Release
Statistics
14 December 2023
Asset managers on course to manage EUR 29 trillion in 2023
New report shows benefits of asset managers to investors and the European economy
Publication
Statistics
14 December 2023
EFAMA Asset Management Report 2023
EFAMA's latest edition of its 'Asset Management Report in Europe provides an in-depth analysis of recent trends in the European asset management industry. It also highlights the role of asset managers in serving the need of investors, funding European companies, and helping the transition to a greener economy.
Some of the main findings include:
Press Release
Statistics
11 December 2023
Money Market Funds continued to benefit from the high-interest rate environment in Q3 2023
In our latest Quarterly Statistical Release, we show the following main developments for the investment fund market:
Press Release
AIFMD
08 December 2023
EFAMA’s latest Market Insights shows main characteristics of AIFs in Europe, as well as implications of recent AIFMD review | Issue # 14
EFAMA has released today a new issue of its Market Insights (MI) series titled “The AIF market – an overview”.
