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Effective URL: https://www.efama.org/
Submission Tags: tranco_l324
Submission: On May 15 via api from DE — Scanned from NL
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EFAMA
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* European Fund Classification
Retirement savings
With European government no longer able to provide financial security to support
citizens in later years, saving for retirement is key. Individuals need to save
enough for retirement to ensure adequate income in old age.
EFAMA helps by raising awareness of the importance of saving for retirement and
encouraging European authorities to further modernise relevant EU legislation.
This includes strengthening competition in the occupational and personal pension
markets, and fostering cross-border activities of pension providers and asset
managers. Such legislation should seek to create economies of scale, to benefit
savers.
EFAMA is a co-initiator of the European Retirement Week.
more
Unlocking private investment to fund Europe's triple transitions
EFAMA’s publication lays out the asset management sector’s policy priorities for
the next five years, building on the in-depth expertise of our members. This
includes practical recommendations for keeping Europe competitive and developing
deeper, more integrated and liquid capital markets in Europe.
more
Sustainable investing explained in nine questions
Despite the growing interest and importance of sustainable investing, most EU
citizens often find it difficult to navigate this relatively new investment
landscape.
EFAMA has published a brochure in which we explore what sustainable investing
is; what investment strategies are available; what impact you can have as on
investor; what questions you should be asking your self and your financial
advisor; and how to get started.
more
EFAMA Asset Management Report
EFAMA's 'Asset Management in Europe' report provides an in-depth analysis of
recent trends, focusing on where investment funds and discretionary mandates are
managed in Europe.
The latest edition (December 2023) highlights the role of asset managers in
serving the needs of investors, funding European companies, and helping the
transition to a greener economy. It includes data on assets under management in
investment funds and discretionary mandates, industry clients, asset allocation
and SFDR Article 8 & 9 funds.
more
EFAMA Fact Book 2023
The Fact Book is our flagship publication. It provides in-depth analysis of
trends in the European investment fund industry, including extensive statistics
and information about products, asset classes and distribution across all
markets. It also includes a complete overview of regulatory developments across
28 European countries.
A digital version of the Fact Book is made freely available on the EFAMA
website. An Excel-based statistical package, containing more than 50 tables with
historical time series on net assets, net sales and number of UCITS and AIFs at
the country level, is available for purchase.
more
Investor education
Financial literacy is essential for making sound decisions when managing
savings. If European citizens do not understand financial concepts such as risk
diversification, compound interest and real rate of return, they won’t know
where to start or what to ask should they wish to invest their savings. A lack
of sufficient financial literacy in most European countries helps explain why
the vast majority of households don’t directly invest any of their savings in
the capital markets.
EFAMA's Investor Education Platform has now produced an animated brochure titled
‘Investing for a better future – 5 tips to do more with your savings’ to help
get people started with investing. It has been translated into several European
languages.
more
Retirement savings
With European government no longer able to provide financial security to support
citizens in later years, saving for retirement is key. Individuals need to save
enough for retirement to ensure adequate income in old age.
EFAMA helps by raising awareness of the importance of saving for retirement and
encouraging European authorities to further modernise relevant EU legislation.
This includes strengthening competition in the occupational and personal pension
markets, and fostering cross-border activities of pension providers and asset
managers. Such legislation should seek to create economies of scale, to benefit
savers.
EFAMA is a co-initiator of the European Retirement Week.
more
Unlocking private investment to fund Europe's triple transitions
EFAMA’s publication lays out the asset management sector’s policy priorities for
the next five years, building on the in-depth expertise of our members. This
includes practical recommendations for keeping Europe competitive and developing
deeper, more integrated and liquid capital markets in Europe.
more
Sustainable investing explained in nine questions
Despite the growing interest and importance of sustainable investing, most EU
citizens often find it difficult to navigate this relatively new investment
landscape.
EFAMA has published a brochure in which we explore what sustainable investing
is; what investment strategies are available; what impact you can have as on
investor; what questions you should be asking your self and your financial
advisor; and how to get started.
more
EFAMA Asset Management Report
EFAMA's 'Asset Management in Europe' report provides an in-depth analysis of
recent trends, focusing on where investment funds and discretionary mandates are
managed in Europe.
The latest edition (December 2023) highlights the role of asset managers in
serving the needs of investors, funding European companies, and helping the
transition to a greener economy. It includes data on assets under management in
investment funds and discretionary mandates, industry clients, asset allocation
and SFDR Article 8 & 9 funds.
more
EFAMA Fact Book 2023
The Fact Book is our flagship publication. It provides in-depth analysis of
trends in the European investment fund industry, including extensive statistics
and information about products, asset classes and distribution across all
markets. It also includes a complete overview of regulatory developments across
28 European countries.
A digital version of the Fact Book is made freely available on the EFAMA
website. An Excel-based statistical package, containing more than 50 tables with
historical time series on net assets, net sales and number of UCITS and AIFs at
the country level, is available for purchase.
more
Investor education
Financial literacy is essential for making sound decisions when managing
savings. If European citizens do not understand financial concepts such as risk
diversification, compound interest and real rate of return, they won’t know
where to start or what to ask should they wish to invest their savings. A lack
of sufficient financial literacy in most European countries helps explain why
the vast majority of households don’t directly invest any of their savings in
the capital markets.
EFAMA's Investor Education Platform has now produced an animated brochure titled
‘Investing for a better future – 5 tips to do more with your savings’ to help
get people started with investing. It has been translated into several European
languages.
more
Retirement savings
With European government no longer able to provide financial security to support
citizens in later years, saving for retirement is key. Individuals need to save
enough for retirement to ensure adequate income in old age.
EFAMA helps by raising awareness of the importance of saving for retirement and
encouraging European authorities to further modernise relevant EU legislation.
This includes strengthening competition in the occupational and personal pension
markets, and fostering cross-border activities of pension providers and asset
managers. Such legislation should seek to create economies of scale, to benefit
savers.
EFAMA is a co-initiator of the European Retirement Week.
more
3 Questions to
Blockchain for Taxes Project
Market Insights
Asset Management in Europe
WHAT'S NEW?
Type - type -AnnouncementBlogInfographicStatementEventPress
ReleasePublicationSpeechVideoPolicy Position
Choose a topic - topic -AIFMDAccountingAnti-Money LaunderingBenchmarksBlockchain
for taxesCSDRCapital MarketsCapital Markets UnionCompetitivenessDataDistribution
＆ Client DisclosuresELTIFEMIREU FTTEU Fund regulationEU
TaxonomyEcolabelExchange-traded FundsFinancial stabilityFund processing
standardisationInternational agendaInvestor EducationMIFIDManagement
CompaniesMoney Market FundsOperational resiliencePRIIPsPensionsRetail
InvestmentSFTRStatisticsStewardshipSupervisionSustainability reporting
(NFRD)Sustainability-related Disclosures (SFDR)Sustainable FinanceT1
SettlementTax ＆ AccountingUCITSVATWithholding taxes
year - year -202420232022202120202019201820172016
Press Release
Distribution ＆ Client Disclosures
25 April 2024
ADVICE-BASED DISTRIBUTION CHANNELS DOMINATE EUROPEAN FUND LANDSCAPE
Latest EFAMA research shows banks hold a 57% market share in EU fund
distribution
Today, the European Fund and Asset Management Association (EFAMA) published the
latest edition of its Market Insights series, titled “Investment fund
distribution channels in Europe”.
more
Press Release
Retail Investment
23 April 2024
EUROPEAN PARLIAMENT PROPOSES MEASURES THAT SIGNIFICANTLY IMPROVE THE RETAIL
INVESTMENT STRATEGY
The European Parliament today formalised its position on the Retail Investment
Strategy, which significantly improves on the original European Commission
proposal.
more
Press Release
Capital Markets Union
18 April 2024
ASSET MANAGERS SUPPORT LETTA REPORT EMPHASIS ON FURTHERING THE SINGLE MARKET AND
MOBILISING PRIVATE CAPITAL
Former Italian prime minister Enrico Letta has released today his report on the
future of the Single Market. Together with the recent statement of the Eurogroup
in inclusive format on the future of CMU, and the upcoming report of Mario
Draghi, there is increasing emphasis on EU competitiveness and the need to make
urgent progress towards achieving a well-functioning Capital Markets Union to
finance Europe’s necessary transitions.
more
Statement
12 April 2024
EFAMA & EFSA JOINT LETTER ON FCA WHOLESALE MARKET DATA STUDY
The FCA’s recent report on the wholesale data market is an important and
high-quality study which echoes many long-standing buy-side concerns. It finds
evidence of unequal market power in terms of market concentration, highly
profitable margins, opaque pricing practices, excessive charging, bundling
practices and complex licensing agreements, all of which negatively impact data
users. Much of this data is indispensable for users to stay in business and
fulfil regulatory obligations.
more
Press Release
Tax ＆ Accounting
14 May 2024
COUNCIL OF THE EU VOTES TO IMPROVE WITHHOLDING TAX RULES
A SIGNIFICANT STEP FORWARD TAKEN TO REMOVE TAX BARRIERS TO THE CMU
more
Press Release
Capital Markets Union
07 May 2024
LEADING EUROPEAN ASSOCIATIONS' SHARED VIEW ON IMPROVING COMPETITIVENESS OF
EUROPEAN CAPITAL MARKETS
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.
more
Publication
Capital Markets Union
07 May 2024
THE CAPITAL FLYWHEEL
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.
more
Press Release
Statistics
30 April 2024
NET SALES OF LONG-TERM UCITS REACHED A 12-MONTH HIGH IN FEBRUARY
Today, EFAMA has published our latest Monthly Statistical Release for February
2024.
more
Press Release
Distribution ＆ Client Disclosures
25 April 2024
ADVICE-BASED DISTRIBUTION CHANNELS DOMINATE EUROPEAN FUND LANDSCAPE
Latest EFAMA research shows banks hold a 57% market share in EU fund
distribution
Today, the European Fund and Asset Management Association (EFAMA) published the
latest edition of its Market Insights series, titled “Investment fund
distribution channels in Europe”.
more
Press Release
Retail Investment
23 April 2024
EUROPEAN PARLIAMENT PROPOSES MEASURES THAT SIGNIFICANTLY IMPROVE THE RETAIL
INVESTMENT STRATEGY
The European Parliament today formalised its position on the Retail Investment
Strategy, which significantly improves on the original European Commission
proposal.
more
Press Release
Capital Markets Union
18 April 2024
ASSET MANAGERS SUPPORT LETTA REPORT EMPHASIS ON FURTHERING THE SINGLE MARKET AND
MOBILISING PRIVATE CAPITAL
Former Italian prime minister Enrico Letta has released today his report on the
future of the Single Market. Together with the recent statement of the Eurogroup
in inclusive format on the future of CMU, and the upcoming report of Mario
Draghi, there is increasing emphasis on EU competitiveness and the need to make
urgent progress towards achieving a well-functioning Capital Markets Union to
finance Europe’s necessary transitions.
more
Statement
12 April 2024
EFAMA & EFSA JOINT LETTER ON FCA WHOLESALE MARKET DATA STUDY
The FCA’s recent report on the wholesale data market is an important and
high-quality study which echoes many long-standing buy-side concerns. It finds
evidence of unequal market power in terms of market concentration, highly
profitable margins, opaque pricing practices, excessive charging, bundling
practices and complex licensing agreements, all of which negatively impact data
users. Much of this data is indispensable for users to stay in business and
fulfil regulatory obligations.
more
Press Release
Tax ＆ Accounting
14 May 2024
COUNCIL OF THE EU VOTES TO IMPROVE WITHHOLDING TAX RULES
A SIGNIFICANT STEP FORWARD TAKEN TO REMOVE TAX BARRIERS TO THE CMU
more
Press Release
Capital Markets Union
07 May 2024
LEADING EUROPEAN ASSOCIATIONS' SHARED VIEW ON IMPROVING COMPETITIVENESS OF
EUROPEAN CAPITAL MARKETS
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.
more
Publication
Capital Markets Union
07 May 2024
THE CAPITAL FLYWHEEL
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.
more
Press Release
Statistics
30 April 2024
NET SALES OF LONG-TERM UCITS REACHED A 12-MONTH HIGH IN FEBRUARY
Today, EFAMA has published our latest Monthly Statistical Release for February
2024.
more
Press Release
Distribution ＆ Client Disclosures
25 April 2024
ADVICE-BASED DISTRIBUTION CHANNELS DOMINATE EUROPEAN FUND LANDSCAPE
Latest EFAMA research shows banks hold a 57% market share in EU fund
distribution
Today, the European Fund and Asset Management Association (EFAMA) published the
latest edition of its Market Insights series, titled “Investment fund
distribution channels in Europe”.
more
Press Release
Retail Investment
23 April 2024
EUROPEAN PARLIAMENT PROPOSES MEASURES THAT SIGNIFICANTLY IMPROVE THE RETAIL
INVESTMENT STRATEGY
The European Parliament today formalised its position on the Retail Investment
Strategy, which significantly improves on the original European Commission
proposal.
more
Press Release
Capital Markets Union
18 April 2024
ASSET MANAGERS SUPPORT LETTA REPORT EMPHASIS ON FURTHERING THE SINGLE MARKET AND
MOBILISING PRIVATE CAPITAL
Former Italian prime minister Enrico Letta has released today his report on the
future of the Single Market. Together with the recent statement of the Eurogroup
in inclusive format on the future of CMU, and the upcoming report of Mario
Draghi, there is increasing emphasis on EU competitiveness and the need to make
urgent progress towards achieving a well-functioning Capital Markets Union to
finance Europe’s necessary transitions.
more
Statement
12 April 2024
EFAMA & EFSA JOINT LETTER ON FCA WHOLESALE MARKET DATA STUDY
The FCA’s recent report on the wholesale data market is an important and
high-quality study which echoes many long-standing buy-side concerns. It finds
evidence of unequal market power in terms of market concentration, highly
profitable margins, opaque pricing practices, excessive charging, bundling
practices and complex licensing agreements, all of which negatively impact data
users. Much of this data is indispensable for users to stay in business and
fulfil regulatory obligations.
more
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KEY INDUSTRY STATISTICS
28.5
EUR trillions
Total assets under management in Europe in Q4 2022
66,049
Total number of funds in Q2 2023
19.8
EUR trillions
UCITS and AIFs net assets in Q2 2023
4,800+
Asset management companies
112,000
Direct jobs
OUR POLICY TOPICS
Topic - topic -AIFMDAccountingAnti-Money LaunderingBenchmarksBlockchain for
taxesCSDRCapital MarketsCapital Markets UnionCompetitivenessDataDistribution ＆
Client DisclosuresELTIFEMIREU FTTEU Fund regulationEU
TaxonomyEcolabelExchange-traded FundsFinancial stabilityFund processing
standardisationInternational agendaInvestor EducationMIFIDManagement
CompaniesMoney Market FundsOperational resiliencePRIIPsPensionsRetail
InvestmentSFTRStatisticsStewardshipSupervisionSustainability reporting
(NFRD)Sustainability-related Disclosures (SFDR)Sustainable FinanceT1
SettlementTax ＆ AccountingUCITSVATWithholding taxes
year - year -202420232022202120202019201820172016
Keywords
Publication
Capital Markets Union
Competitiveness
19 March 2024
UNLOCKING PRIVATE INVESTMENT TO FUND EUROPE'S TRIPLE TRANSITIONS
EFAMA’s publication lays out the asset management sector’s policy priorities for
the next five years, building on the in-depth expertise of our members. This
includes practical recommendations for keeping Europe competitive and developing
deeper, more integrated and liquid capital markets in Europe.
The recommendations focus around four main objectives:
more
Policy position
T1 Settlement
14 March 2024
IMPACTS OF THE US MOVE TO T+1 SETTLEMENT IN EUROPE
How to avoid a new Herstatt crisis?
It has been a while since Herstatt risk has been referenced in financial circles
and certainly in the mainstream media, however, it is something that the
European fund management industry is concerned about as the deadline for
shortening the US settlement cycle draws near.
more
Policy position
Money Market Funds
12 March 2024
UPDATING THE UK REGIME FOR MONEY MARKET FUNDS
EFAMA has published its response to the UK FCA’s consultation paper (CP23/28) on
updating its regime for Money Market Funds (MMFs). While fundamentally agreeing
on the need to definitely remove the existing link between liquidity breaches
and the potential activation of LMTs for stable NAV MMFs, we express significant
reservations with the proposed enhancements to the existing liquidity ratios
across all types of MMF structures.
more
Policy position
Supervision
13 February 2024
EFAMA RESPONDS TO FCA CONSULTATION ON OVERSEAS FUND REGIME
The UK regulator (FCA) has taken a pragmatic approach in developing its Overseas
Fund Regime (OFR) specifying the process that European retail funds would have
to follow to gain, and keep, access to the UK market. This regime, which will
replace the Temporary Marketing Permission Regime (TMPR), offers a streamlined
access to the UK market in comparison to the current and time-consuming
recognition process which is open to all overseas funds (...)
more
Policy position
Data
18 April 2024
CROSS-CUTTING ISSUES ON EU DATA
The competitiveness of EU asset managers is heavily reliant on the quality,
stability, cost-efficiency and predictability of the rules under which they
operate.
As part of our recommendations to make competitiveness a central element of all
EU policies, we highlight the importance of tackling anti-competitive market
practices and the ever-increasing cost of various types of data.
more
Statement
12 April 2024
EFAMA & EFSA JOINT LETTER ON FCA WHOLESALE MARKET DATA STUDY
The FCA’s recent report on the wholesale data market is an important and
high-quality study which echoes many long-standing buy-side concerns. It finds
evidence of unequal market power in terms of market concentration, highly
profitable margins, opaque pricing practices, excessive charging, bundling
practices and complex licensing agreements, all of which negatively impact data
users. Much of this data is indispensable for users to stay in business and
fulfil regulatory obligations.
more
Publication
Capital Markets Union
Competitiveness
19 March 2024
UNLOCKING PRIVATE INVESTMENT TO FUND EUROPE'S TRIPLE TRANSITIONS
EFAMA’s publication lays out the asset management sector’s policy priorities for
the next five years, building on the in-depth expertise of our members. This
includes practical recommendations for keeping Europe competitive and developing
deeper, more integrated and liquid capital markets in Europe.
The recommendations focus around four main objectives:
more
Policy position
T1 Settlement
14 March 2024
IMPACTS OF THE US MOVE TO T+1 SETTLEMENT IN EUROPE
How to avoid a new Herstatt crisis?
It has been a while since Herstatt risk has been referenced in financial circles
and certainly in the mainstream media, however, it is something that the
European fund management industry is concerned about as the deadline for
shortening the US settlement cycle draws near.
more
Policy position
Money Market Funds
12 March 2024
UPDATING THE UK REGIME FOR MONEY MARKET FUNDS
EFAMA has published its response to the UK FCA’s consultation paper (CP23/28) on
updating its regime for Money Market Funds (MMFs). While fundamentally agreeing
on the need to definitely remove the existing link between liquidity breaches
and the potential activation of LMTs for stable NAV MMFs, we express significant
reservations with the proposed enhancements to the existing liquidity ratios
across all types of MMF structures.
more
Policy position
Supervision
13 February 2024
EFAMA RESPONDS TO FCA CONSULTATION ON OVERSEAS FUND REGIME
The UK regulator (FCA) has taken a pragmatic approach in developing its Overseas
Fund Regime (OFR) specifying the process that European retail funds would have
to follow to gain, and keep, access to the UK market. This regime, which will
replace the Temporary Marketing Permission Regime (TMPR), offers a streamlined
access to the UK market in comparison to the current and time-consuming
recognition process which is open to all overseas funds (...)
more
Policy position
Data
18 April 2024
CROSS-CUTTING ISSUES ON EU DATA
The competitiveness of EU asset managers is heavily reliant on the quality,
stability, cost-efficiency and predictability of the rules under which they
operate.
As part of our recommendations to make competitiveness a central element of all
EU policies, we highlight the importance of tackling anti-competitive market
practices and the ever-increasing cost of various types of data.
more
Statement
12 April 2024
EFAMA & EFSA JOINT LETTER ON FCA WHOLESALE MARKET DATA STUDY
The FCA’s recent report on the wholesale data market is an important and
high-quality study which echoes many long-standing buy-side concerns. It finds
evidence of unequal market power in terms of market concentration, highly
profitable margins, opaque pricing practices, excessive charging, bundling
practices and complex licensing agreements, all of which negatively impact data
users. Much of this data is indispensable for users to stay in business and
fulfil regulatory obligations.
more
Publication
Capital Markets Union
Competitiveness
19 March 2024
UNLOCKING PRIVATE INVESTMENT TO FUND EUROPE'S TRIPLE TRANSITIONS
EFAMA’s publication lays out the asset management sector’s policy priorities for
the next five years, building on the in-depth expertise of our members. This
includes practical recommendations for keeping Europe competitive and developing
deeper, more integrated and liquid capital markets in Europe.
The recommendations focus around four main objectives:
more
Policy position
T1 Settlement
14 March 2024
IMPACTS OF THE US MOVE TO T+1 SETTLEMENT IN EUROPE
How to avoid a new Herstatt crisis?
It has been a while since Herstatt risk has been referenced in financial circles
and certainly in the mainstream media, however, it is something that the
European fund management industry is concerned about as the deadline for
shortening the US settlement cycle draws near.
more
Policy position
Money Market Funds
12 March 2024
UPDATING THE UK REGIME FOR MONEY MARKET FUNDS
EFAMA has published its response to the UK FCA’s consultation paper (CP23/28) on
updating its regime for Money Market Funds (MMFs). While fundamentally agreeing
on the need to definitely remove the existing link between liquidity breaches
and the potential activation of LMTs for stable NAV MMFs, we express significant
reservations with the proposed enhancements to the existing liquidity ratios
across all types of MMF structures.
more
Policy position
Supervision
13 February 2024
EFAMA RESPONDS TO FCA CONSULTATION ON OVERSEAS FUND REGIME
The UK regulator (FCA) has taken a pragmatic approach in developing its Overseas
Fund Regime (OFR) specifying the process that European retail funds would have
to follow to gain, and keep, access to the UK market. This regime, which will
replace the Temporary Marketing Permission Regime (TMPR), offers a streamlined
access to the UK market in comparison to the current and time-consuming
recognition process which is open to all overseas funds (...)
more
PAGINATION
* Current page 1
* Page 2
* Page 3
* Page 4
* Page 5
* Page 6
* Page 7
* Page 8
* Page 9
* …
* Next page ›
* Last page »
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* Developments in the UCITS and AIF markets since 2012
* Cost and performance of UCITS
* Main investors in UCITS and AIFs
* Long-term trends in the European fund industry
* Net assets and sales of worldwide investment funds
* Detailed reports on key developments in 28 European countries
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UPCOMING EVENTS
Members Only
EFAMA and Deloitte
15 May 2024 15 May 2024
UK REGULATORY UPDATE WITH DELOITTE
Online
more
Members Only
EFAMA & KNEIP
22 May 2024 22 May 2024
UNDERSTANDING PRINCIPLE ADVERSE IMPACTS (PAIS) : A PRACTICAL GUIDE
Online
more
Members Only
14 June 2024 14 June 2024
ANNUAL GENERAL MEETING
Brussels
more
Public
EFAMA
21 November 2024 22 November 2024
INVESTMENT MANAGEMENT FORUM
Brussels
more
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