EFAMA places huge importance on this revision of ESMA’s suitability guidelines, as they spell out in detail how investors can invest in sustainable investment products. If they are well designed, the guidelines have the potential to significantly boost capital flows towards sustainable investments; a goal that the European fund industry strongly supports.
Annual review 2025-2026
This Review provides a useful overview of the main policy developments we cover, our statistical and research publications, communication outreach, and more, including: a summary of our position on the Market Integration & Supervision Package, the Retail Investment Strategy, the Blueprint for Savings & Investment Accounts, the Supplementary Pensions Package, ELTIF 2.0, the EU securitisation framework, UCITS eligible assets, the implementation of new LMT and LOF rules, sustainability disclosures (CSRD & SFDR), integrated supervisory reporting, tax simplification and neutrality, T+1 settlement, the consolidated tape and EU clearing, tokenisation and AI, and the Financial Literacy Strategy.
