Market Insights Our Market Insights series aims at analysing recent industry trends and developments based on the latest available data. Findings are presented in a succinct and visual way and put into a policy perspective. Issue #11 | ESG Ratings of Article 8 and 9 Funds In which EFAMA assesses the current market and policy recommandations for the future. This research was motivated by the development of the market for ESG ratings against the backdrop of a growing… Issue #10 | Call for action to protect retail investors against inflation, Market Insights In this issue of EFAMA's Market Insights series titled ‘Call for action to protect retail investors against inflation', we highlight an undeniable reality: inflation has a very damaging effect on bank… Issue #9 | Sustainable UCITS Bond Funds for a Better Future This report highlights the strong demand for UCITS bond funds that apply ESG strategies in their portfolio selection, confirming the growing interest of investors for ESG products. Issue #8 | The costs of UCITS and US mutual funds - We can only compare like with like It is often argued that European citizens are not able to fully benefit from the single market for investment funds, on the basis that the cost of UCITS is higher than the cost of mutual funds in the… Issue #7 | The European ESG market in Q1 2021 – Introducing the SFDR The EU’s Sustainable Finance Disclosure Regulation (SFDR), introduced in March 2021, put in place a set of sustainability-related disclosure obligations for financial market participants, including… Issue #6 | Perspective on the cost of UCITS In Issue # 6, we deep dive into the costs of UCITS, focusing specifically on the fees charged by the various operators along the investment fund value chain. In this context, we distinguish between… Issue #5 | Perspective on the net performance of UCITS Issue # 5 of our Market Insights series "Perspective on the net performance of UCITS" was developed using data available in the latest ESMA’s Annual Statistical Report to put ESMA’s comments on the… Issue #4 | ESG Investing in the UCITS Market - A powerful and inexorable trend The report looks at the major trends in the ESG UCITS market,the impact of the coronavirus pandemic, and the behaviour of ESG and non-ESG funds. Issue #3 | Sustainable Investment in the European Asset Management Industry - Defining & Sizing ESG Strategies For Issue #3, EFAMA collaborated with its member associations and strategy consultants at INDEFI to estimate the level and nature of ESG investment by European asset managers at the end of 2019… Issue #2 | Money Market Funds in Europe - State of Play European money market funds have resisted well to the Covid-19 crisis, confirming the effectiveness of the Money Market Fund Regulation in providing investors with a safe vehicle for managing their… Issue #1 | Net outflows from UCITS in March 2020 - Industry remains resilient in face of Covid-19 crisis This first issue puts into perspective the net outflows from UCITS in March 2020, in particular by comparing them with those recorded at the height of the Global Financial Crisis in October 2008. We… Contact Vera Jotanovic Senior Economist