EFAMA and SWIFT publish on a bi-yearly basis trends in standardisation and automation rates of fund orders received by transfer agents (TAs) in Luxembourg and Ireland. These reports showing the evolution of standardisation and automation rates of funds orders are available on both EFAMA and SWIFT websites dating back to May 2009.
Publications
We publish a wide range of publications each year on cutting-edge subjects of significance to our work. Many are periodic instalments on ongoing topics, while some are one-off reports.
Joint EFAMA SWIFT Standardisation Survey - Mid-year 2020 final report
3 Questions to Keshava Shastry on "Demystifying ETPs: a simple guide for the European investor"
Q #1 Why did EFAMA members feel the need to publish this ETP investor guide?
Asset Management in Europe - An Overview of the Asset Management Industry - November 2020
The report aims to provide a unique and comprehensive set of facts and figures on the state of the industry at the end of 2018 but also to highlight the fundamental role of asset managers in the financial system and wider economy.
European MMFs in the Covid-19 market turmoil: Evidence, experience and tentative considerations around eventual future reforms
The pandemic-induced market events experienced in March 2020 have marked the first true ‘stress-test’ for European MMFs, following the introduction of the EU Money Market Fund Regulation (MMFR) in 2017. Despite the severity of the liquidity stress in the secondary market for short-term instruments and the significant outflows experienced by European MMFs across all three of the MMFR-identified categories (public debt CNAV, LVNAV and VNAV), funds proved resilient.