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.
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.
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?
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.
The European Capital Markets Report is a joint initiative authored by Oliver Wyman and co-developed by EFAMA, the European Banking Federation (EBF) and the Federation of European Securities Exchanges (FESE). This report reviews progress made towards the CMU and provides recommendations on how to improve the competitiveness of European capital markets.
