Management Companies

EFAMA has been looking at legislative proposals with a direct impact on asset management companies and services, and closely follows any regulatory developments of critical importance to the sector. In addition to issues related to risk management and financial stability, high up on the agenda of EFAMA members is the framework for a prudential regime for Investment Firms (IFD/R), and related implementing measures directly descending from such framework.

EFAMA is focused on minimising the impact of the rules on asset management companies, in particular those holding a limited MiFID license. Key to the sector is the need for proportionality, especially firms that are not authorised to hold client money/securities, or to deal on their own account.

Related policy positions

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Policy position

Management Companies

Anti-Money Laundering

08 December 2021

FATF Consultation on Recommendation 24

EFAMA welcomes the work of the FATF in reviewing and reinforcing its existing recommendations to ensure that these remain fit for purpose in tackling global financial crime.

Press Release

Management Companies

AIFMD

25 November 2021

AIFMD review - how to tweak a successful framework

EFAMA welcomes the European Commission’s review of the Alternative Investment Fund Management Directive (AIFMD), setting out targeted improvements to key provisions in the current framework. Such targeted improvements will make strides in advancing the Capital Markets Union. At the same time, they maintain the framework which has underpinned a decade of growth in the European Alternative Investment Fund (AIF) market and proven resilient even throughout recent market stresses.

Policy position

Management Companies

Anti-Money Laundering

16 November 2021

EFAMA’s Views on the Anti-Money Laundering Package

As the European Union’s financial system has become more complex, it has also opened the door to new risks of money laundering and terrorist financing. EFAMA supports the new regulatory package proposed by the Commission on 20 July 2021, believing this initiative will make strides in ensuring that no loopholes or weak links in the internal market allow criminals to use the EU to launder the proceeds of their illicit activities.

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European Statistics Q2 2020 | Investor confidence in Q2 results in sharp rebound in sales of UCITS

The European Fund and Asset Management Association (EFAMA) has today published its Quarterly Statistical Release describing the trends in the European investment fund industry in the second quarter of 2020 with key data and indicators for each EFAMA member countries.

Bernard Delbecque, Senior Director for Economics and Research at EFAMA commented:

Press Release

Competitiveness

EU Fund regulation

UCITS

Management Companies

AIFMD

Statistics

27 August 2020

Monthly Statistics June 2020 | Net sales of UCITS break the EUR 100 billion mark in June

The European Fund and Asset Management Association (EFAMA) has today published its latest monthly Investment Fund Industry Fact Sheet, which provides net sales data of UCITS and AIFs for June 2020.

Press Release

Competitiveness

EU Fund regulation

UCITS

Management Companies

AIFMD

22 June 2020

International Statistics Q1 2020 | Large drop in worldwide investment fund assets in Q1 2020 against the backdrop of large net inflows

The European Fund and Asset Management Association (EFAMA), has today published its latest International Statistical Release describing the trends in worldwide investment fund industry in the first quarter of 2020*.

Worldwide regulated open-ended fund assets decreased by 10.8 percent to EUR 47.1 trillion in the first quarter of 2020. Worldwide net cash flow to all funds amounted to EUR 617 billion, compared to EUR 808 billion in the fourth quarter of 2019.

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Related publications

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Publication

Competitiveness

Data

Distribution ＆ Client Disclosures

EU Fund regulation

Management Companies

Statistics

Sustainable Finance

15 December 2021

Asset Management Report 2021

This is our 13th edition of the Asset Management in Europe report, which provides an in-depth analysis of recent trends in the European asset management industry, focussing on where investment funds and discretionary mandates are managed in Europe.

Publication

Management Companies

AIFMD

04 November 2021

Infographic | The delegation process

The AIFMD is one of the pillars of EU regulation for investment funds, which will be crucial to the development of the Capital Markets Union (CMU) and the post Covid-19 economic recovery in the European Union. One subject that the AIFMD covers is the delegation process. We created the below infographic to shine a light on how delegation works under the current AIFMD, including how the delegation process is controlled, what activities can be delegated and what the benefits of delegation are for end investors and the asset management industry.

Publication