In issue seven of our popular series, we spoke with Miranda Seath (the Investment Association), Chair of the EFAMA European Fund Classification Taskforce, who kindly explained to us the purpose of the European Fund Classification, what the objectives are and what has already been achieved.
Press Release
EU Fund regulation
UCITS
Management Companies
AIFMD
Statistics
02 June 2021
European Statistics Q1 2021 | European Investment Fund Industry 2021 Trends - Equity funds reach all-time high
EFAMA has today published its Investment Fund Industry Fact Sheet for the first quarter of 2021, including information on owners of investment funds in Europe and their net purchases of funds during the fourth quarter of 2020.
The main developments through the quarter are as follows:
Announcement
EU Fund regulation
UCITS
Management Companies
AIFMD
Statistics
31 May 2021
Pre-order your copy of the 2021 Fact Book!
EFAMA’s 2021 Fact Book, “Trends in European Investment Funds”, will be published at the end of June.
As in previous years, this year’s Fact Book provides an extensive analysis of key developments in the investment fund industry, inside and outside Europe.
Press Release
UCITS
AIFMD
Statistics
25 May 2021
Monthly Statistics March 2021| UCITS net assets increase 5.6% in first quarter to EUR 12.4 trillion
The European Fund and Asset Management Association (EFAMA) has today published its latest monthly Investment Fund Industry Fact Sheet, which provides data on UCITS and AIFs sold in March 2021, at European level and by country of fund domiciliation.
Press Release
EU Fund regulation
UCITS
Management Companies
AIFMD
Statistics
26 April 2021
Monthly Statistics February 2021| Demand for long-term UCITS remained strong in February
The European Fund and Asset Management Association (EFAMA) has today published its latest monthly Investment Fund Industry Fact Sheet, which provides data on UCITS and AIFs sold in February 2021, at European level and by country of fund domiciliation.
Press Release
UCITS
Management Companies
AIFMD
Statistics
25 March 2021
Monthly Statistics January 2021| January another strong month for UCITS equity funds
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 January 2021.
Press Release
Statistics
17 March 2021
International Statistics Q4 2020 | US election and vaccine news drive strong growth in fund net assets globally
Investors’ confidence strengthened in the last quarter of the year thanks to positive vaccine news, driving a surge in net assets and inflows across the world. A sharp rebound in equity fund net sales in Europe and sustained net inflows into bond funds in the United States underpinned long-term fund sales growth internationally. Meanwhile, sales of worldwide MMFs turned positive again due to strong net inflows in China and Europe, offsetting net outflows in the United States.
The main developments through the quarter are as follows:
Press Release
Capital Markets Union
Competitiveness
EU Fund regulation
Management Companies
Statistics
Sustainable Finance
Tax ＆ Accounting
01 March 2021
European Statistics Q4 2020 | 2020 Trends | Inflows into UCITS and AIFs bring European fund assets to an all-time high
The European Fund and Asset Management Association (EFAMA) has today published its Investment Fund Industry Fact Sheet for Q4 of 2020, together with an overview of the full year.
The main developments through the quarter are as follows:
Press Release
Capital Markets Union
Competitiveness
Data
EU Fund regulation
Statistics
Stewardship
Sustainable Finance
Tax ＆ Accounting
22 February 2021
Monthly Statistics December 2020 | UCITS and AIF ended 2020 with record net sales in December
The European Fund and Asset Management Association (EFAMA) has published its Investment Fund Industry Fact Sheet for December together with an overview of the net sales data for UCITS and AIFs in 2020.
Thomas Tilley, Senior Economist, commented on the December figures: “Net sales of UCITS and AIFs surged to an absolute record in December 2020, as investor confidence in a successful exit from the Covid-19 crisis continued to strengthen.”
The main developments in December are as follows:
Press Release
Capital Markets Union
Competitiveness
EU Fund regulation
UCITS
Management Companies
AIFMD
Statistics
21 January 2021
Monthly Statistics November 2020 | News of vaccines drove record net sales of UCITS equity funds
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 November 2020*.
