Fact Book
The EFAMA Fact Book is the go-to reference for data on European investment funds
and information on the most recent industry trends.
Online version only, free of charge!
At your fingertips:
- 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 fund
- Detailed reports on key developments in 28 European countries
Info-boxes on key regulatory files:
- ESG ratings
- Retail Investment Strategy
- Sustainability preferences and ESG products
- ELTIF 2.0
- Financial stability
- The future of settlement
- Taxation impact on fund strategies
- Fund performance in 2022
- The decreasing cost of UCITS
- Comparing market shares of ESG fund markets across the world
For purchase: a unique data & statistics kit. This includes:
- More than 50 historical time series on net assets, net sales and number of UCITS and AIFs at the country level
- Data on the 5 largest asset managers in various European countries
The Fact Book is produced with the generous support of our sponsors: