Efama fact book 2017

Provides digital access to the efama fact book 2019 0 95. B2b customer experience in the asset management industry kpmg, 2017. Efama s annual compilation its 17th edition offers comprehensive information on recent trends in the european investment fund industry and analyses a number of issues that are at the centre of the future development of the industry. The value of total aum at end 2017 has been estimated on the basis of the growth in investment fund assets in 2017. Efama fact book 2015 gives you the trends in european. Detailed reports on the investment fund markets in 29 european countries. Efama represents through its 27 member associations and 59 corporate members about eur 14 trillion in assets under management of which eur 7. The data set is compiled with the assistance of some 27 associations representing more than 99 percent of total ucits and aif assets. This 298page publication by ici is an important contribution to our understanding of the makeup of the u. To keep you up to date on the covid19 situation in financial services globally, efma will prepare, during the following period, a series of materials.

The european fund and asset management association efama has just published the 16th edition of its annual fact book. The regulatory framework for investment funds primarily consists of the investment fund act 2011 investmentfondsgesetz invfg 2011 which experienced its most recent material amendment with the domestic implementation of ucits v in early 2016. Ifama is an international management organization that brings together current and future business, academic, and government leaders along with other industry stakeholders to improve the strategic focus, transparency, sustainability, and responsiveness of the global food and agribusiness system. By the end of 2017, this volume had expanded to reach nearly 6trn of which the bulk 27% was invested in multiasset products.

May 2017 the latest investment company fact book is out. Oxford university press is a department of the university of oxford. About efama efama is the representative association for the european investment management industry. International statistical report q4 2017 international. The asean collective investment scheme asean cis, asia region funds passport arfp and mutual recognition of funds mrf will not become brands in the shortterm, but over the course of many years as was the experience with the undertakings for collective investment in transferable securities ucits, a crossborder mutual fund based in the european union eu, in its. Efama investment management forum, 16 november 2016, brussels steven maijoor esma chair ladies and gentlemen, it is very good to be back at the annual investment management forum and i want to thank efama. Aug 06, 2017 the asean collective investment scheme asean cis, asia region funds passport arfp and mutual recognition of funds mrf will not become brands in the shortterm, but over the course of many years as was the experience with the undertakings for collective investment in transferable securities ucits, a crossborder mutual fund based in the european union eu, in its formative years. Efama publishes its 2019 fact book the only record of european. Efama is the representative association for the european investment management industry. Efama s annual fact book and asset management report 44 v. Efama fact book is an annual compilation of the fund industry in europe.

Pwc joins efama investment management forum on 16 and 17. International food and agribusiness management association. The monthly efama investment fund industry fact sheet provides an overview of the net sales and net assets of. In recent months, some great white papers have been released which examine the evolution and the future of asset management. European fund and asset management association efama. The european fund and asset management association efama has today published its latest investment funds industry fact sheet, which provides net sales of ucits and nonucits for september 2015. Ifama is a membership organization that brings together the worlds leading scholars and students, industry and ngo professionals, and policy makers to improve the strategic focus, transparency, sustainability and responsiveness of the food and agribusiness system. How can we improve outcomes for investors in investment funds.

In a world of changing dynamics where finance and technology collide, capgemini and linkedin, in collaboration with efma, bring you the first world fintech report 2017. The 378 pages comprises comprehensive information on trends, statistics and analysis of key. We monitor a comprehensive range of sectors, including pension, mutual and exchangetraded funds, insurance, alternatives and structured products. This perspective is distinct from most other efama reports, such as the fact book, fact sheets and quarterly statistical releases, which analyze the trends in the european investment fund market from the standpoint of the countries in which the funds are domiciled. Analyzing investment management fees, distribution fees, and operating expenses 2011. The fact book outlines that the success of ucits has been reflected in a steady rise in crossborder funds. Jul 31, 2017 the future of asset management top white papers published on july 31, 2017 july 31.

Efama represents through its 28member associations, 62 corporate members and 25 associate members more than eur 23 trillion in assets under management of which eur 15. Efama investment fund industry fact sheet 1 december 20 data ucits december november 20 category december % change 4 end 2012 equity 19. As in previous years, the 17th edition of the fact book provides an extensive analysis of key developments in the. With a view to promoting the facility management profession and recognizing the excellence in performance of delivering quality service to local and overseas facilities, the hong kong institute of facility management hkifm is proud to present the excellence in facility management award efma 2017to individual organisations and service providers of specialized. Efama says investor demand for bond funds fell sharply in. According to the 16th edition of the fact book of efama european investment fund assets increased 10% to reach eur 15,6 trillion at the end of 2017.

The aifm onesizefitsall approach does not take account of the different types and sources of the data, nor the variation in timing for data submissions. European multiasset and equity funds increased their net inflows in december while bond funds remained in negative territory, the latest efama investment funds industry fact sheet has revealed. Lost password net sales figures for ucits showed mixed signals in october see press release and fact sheet. Record year for european investment fund industry news. Efama investment fund industry fact sheet 1 december 2017 data ucits december november ytd equity 14. Sep 03, 2019 mifid ii is a european union packet of financial industry reform legislation, instituted to regulate financial markets, rolled out on january 3, 2018. The monthly efama investment fund industry fact sheet provides an overview of the net sales and net assets of investment funds domiciled in europe at month end. Trends in european investment funds 200320, efama fact book 2014, european fund and asset management association efama. We find that mutual funds underperform the market overall. Sep 27, 2018 the european trade association, efama, show assets of funds now categorised as aifs to have had 1. Pwc is proud to sponsor efama s 22 nd investment management forum in brussels on 16 and 17 november 2016 pwc luxembourgs experts will be present, come and meet them to discuss the future of asset management.

Multiasset funds finished the month with net sales of bn, compared to 10bn in november. Statistics asset management report factbook policy research. As in previous years, the 17th edition of the fact book provides an extensive analysis of key developments in the investment industry, inside and outside europe. By the end of 2017, the share of crossborder fund net assets accounted for 42% of total ucits and aifs net assets, compared to 36% ten years ago. Designed to explore new models in financial services, the world fintech report brings to light the areas where leaders are shaping a new range of services and innovations.

It contains amendments to certain provisions applicable to the crossborder distribution of investment funds laid down in directive 200965ec and directive 201161eu. Historical time series data on net assets and the number of funds domiciled in europe and the world. Quarterly statistical press release q4 2017 quarterly. If ordering from another eu country, 6% in vat will be. On the occasion of efama s 25th investment management forum, we took the chance to sit down for a oneonone interview with john berrigan we are happy to publish the video below where efama gets answers to tailormade questions and invaluable insights from john berrigan on his field of expertise. Efama fact book 2016 reports end 2015 net assets, table 5 p. New data on the sales of european investment funds abroad and the ownership of homeand foreigndomiciled funds. Crossborder ucits registrations, top 5 domiciles thousands notes.

They are produced by specialists associated with the european capital markets institute. Demand for bond and balanced funds pushes weak ucits market. Dec 14, 2012 efama is the representative association for the european investment management industry. The publication date of the fact book has been brought forward from september to july in order to provide readers with more timely data and analysis. On the occasion of efamas 25th investment management forum, we took the chance to sit down for a oneonone interview with john berrigan we are happy to publish the video below where efama gets answers to tailormade questions and invaluable insights from john berrigan on his field of expertise. The european trade association, efama, show assets of funds now categorised as aifs to have had 1. About the 2019 fact book efama s annual fact book is the reference for comprehensive information on the european investment fund industry. Asset management report 2017 asset management report 2015 asset management. Finally, the policy research section provides a sample of recent policy studies. The asean collective investment scheme asean cis, asia region funds passport arfp and mutual recognition of funds mrf will not become brands in the shortterm, but over the course of many years as was the experience with the undertakings for collective investment in transferable securities ucits, a crossborder mutual fund based in the european union eu, in its formative years. This release provides a country breakdown of the net assets and net sales of ucits during the quarter. European monthly industry fact sheet international. It focuses on aggregated figures for net assets and net sales, but also provides monthly net sales data over the previous 12 months for ucits funds including a breakdown between. May 2017 the latest investment company fact book is.

Efama products item description quantity shipping cost unit price amount. Efamas annual fact book is the reference for comprehensive information on the european investment fund industry. We use a new data set to study the determinants of the performance of openend actively managed equity mutual funds in 27 countries. Only true crossborder funds were taken into account i. Efama fact book 2017 and investment company institute ici fact book 2017. Nov 17, 2014 sales of longterm ucits bond and balanced funds have improved throughout an overall weak market in september, according to the latest investment funds industry fact sheet published by european fund and asset management association efama. It addresses the delicacy of the gargantuan problems the world faces and possible solutions. European quarterly statistical release international quarterly statistical release european monthly industry fact sheet. Feb 02, 2017 the european fund and asset management association efama has today published its latest investment funds industry fact sheet, which provides net sal. Papers in the ecmi policy brief series provide insights into regulatory initiatives that affect the european financial landscape. Efamas annual fact book and asset management report.

It furthers the universitys objective of excellence in research, scholarship, and education by publishing worldwide. Mar 19, 2020 this essay which later became a book the uninhabitable earth was equally impactful. The future of asset management best white papers savvy. Efama s investment management forum 2016 will be an occasion for the european and global asset management industry to meet and discuss the potential implications of the. Pwc luxembourgs experts will be present, come and meet them to discuss the future of asset management. Pwc asset management 2020, bcg and prudential calculations. European monthly industry fact sheet european quarterly. Efama publishes the 17th edition of its fact book, the sole. The impact of technology, regulation, demographics, and brexit, are all external forces, while the changing preferences of investors are creating pressures from within. Retail growth rate sourced from bcg, europe and remaining uk using pwc europe forecast cagr of 4.

When i first read it back in 2017, i thought it was terrifying, hopeful and inspirational in equal measures. The efama trends in the investment fund industry quarterly release focuses on net assets and net sales of investment funds domiciled in europe, whilst also presenting a commentary on the trends in the industry during the quarter. Efamas investment management forum 2016 will be an occasion for the european and global asset management industry to meet and discuss the potential implications of the united kingdoms eu referendum vote. How can we improve outcomes for investors in investment.