A lighter onboarding process, decision-useful disclosures and effective use of digital tools will be key to success, says EFAMA.
A lighter onboarding process, decision-useful disclosures and effective use of digital tools will be key to success, says EFAMA.
EFAMA welcomes the European Commission’s Call for Evidence on Supplementary Pensions and supports the Savings and Investments Union’s goals to develop supplementary pensions and to provide savers with adequate retirement investment opportunities.
Factors like ease of access and tax incentives are key to success
Free to use, industry-developed project succeeds at creating representative fund peer groups with full transparency and broad market coverage
Towards a Strategic and Inclusive Approach to Financial Literacy in the EU
Improving financial literacy is a shared responsibility and a key enabler of individual financial wellbeing, social inclusion, and economic resilience. As the financial landscape becomes increasingly complex and digitalised, equipping citizens with the knowledge, skills, and confidence to make sound financial decisions is more important than ever. This imperative is recognised in the European Savings and Investments Union (SIU) communication.
Today, EFAMA has published its latest Monthly Statistical Release for April 2025.
EFAMA responded to a public consultation of the Platform on Sustainable Finance on a social taxonomy.
EFAMA responded to a public consultation of the Platform on Sustainable Finance on taxonomy extension options linked to environmental objectives.
The Commission is trying to understand how the EU legal framework could be improved to tackle the use of legal entities with no or minimum substance and no real economic activities, by taxpayers operating cross-border to reduce their tax liability.
While cognisant of the FSB’s strict timelines in view of upcoming G20 summits, these should not come at the expense of a necessary and more informed debate on the causes at the root of last year’s stresses in global short-term funding markets (STFMs) and on ways to remedy these in the future. In fact, the options presented in the consultation report appear hurried and dismissive of critical facts, calling therefore for a deeper engagement with the global financial and investing community at large.
EFAMA welcomes IOSCO's enhanced attention to transparency efforts supporting informed and qualified investment decisions in sustainability-related products. We support the adoption of such recommendations at the international level and believe IOSCO should leverage the experience with SFDR and Taxonomy in Europe to help establish consistent international standards, definitions and best practices.
In this response, we would like to highlight three pressing challenges deserving greater attention in the report from asset managers' perspective.
EFAMA wholeheartedly supports a retail investment strategy that gives EU citizens the necessary tools and the confidence to put their savings to work by investing in capital markets.

Discover the 6 reasons why your organisation should become a member of EFAMA.
Our members enjoy significant benefits including the opportunity to shape the industry positions, get first-hand access to regulatory and political intelligence, engage with industry peers and policymakers, and take part in EFAMA events.
Our three membership categories cater to the wide range of organisations that make up and support the investment management industry in Europe.