European Fund and Asset Management Association

- European Parliamentary Financial Services Forum (EPFSF)
- ESMA SMSG,
- ESMA Investment Management Standing Committee (IMSC) Consultative WG,
- EIOPA Stakeholder Group
- Financial Data Exchange Templates (FINDATEX) (founder member+ secretariat)
- Affiliate Member of the International Organization of Securities Commissions (IOSCO)
- EFRAG (Sustainability Reporting Pillar)
- European Money Markets Institute (EMMI)
- European Capital Markets Institute (ECMI),
- International Capital Market Association (ICMA) /Alternative Investment Management Association (AIMA) (observer)
- International Investment Funds Association (IIFA)
- Federation of European and International Associations (FAIB)

https://www.efama.org/index.php/about-us/our-members

Promotes their own interests or the collective interests of their members

Jan 2023 - Dec 2023

2,750,000€ - 2,999,999€

None declared

2,750,000€ - 2,999,999€

EFAMA’s budget is based on membership fees exclusively. EFAMA has 29 member associations, 54 corporate members and 25 associate members.

EFAMA’s annual calculations of costs attributable to activities covered by the Register have been made following the EC Guidelines with regards to the activities covered within the scope of the Register and the calculation of estimated annual costs of the activities of the Register (staff costs, office and admin expenses, in-house operational expenditure, representation costs, etc)

European Union Eco-labelling Board#E00374#https://ec.europa.eu/transparency/expert-groups-register/screen/expert-groups/consult?lang=en&groupID=374 #Member #C#Finance

Competitive European Industry: long-term and sustainable investment

Publications:
- Retail Investment Strategy: positive elements for European investors and ones that should be reconsidered
- Sustainable Investing Explained in 9 Questions (brochure and video)
- FAQ ELTIF Regulation 2.0
- Open-ended funds and resilient capital markets (the perspective of the European asset management industry)
- Asset Management Report (and video)
- Fact Book 2023 (and video)
- Household Participation in Capital Markets

- Market Insights series aiming at analysing recent industry trends and developments based on the latest available data. Findings are presented in a succinct and visual way and put into a policy perspective: The AIF Market; UCITS ETFs - a growing market in volatile times; The SFDR Fund Market - ESG Ratings of Article 8 and 9 Funds

Events:
- European Retirement Week
- Supporter of IOSCO’s World Investor Week
- Global Money Week
- Webinars on financial services industry specific topics (e.g. ELTIF, Consolidated Tape, PRIIPs, EMIR, ESG)
- EFAMA Investment Management Forum

None declared

15 meetings found. Download meetings

The list below only covers meetings held since November 2014 with commissioners, their cabinet members or directors-general at the European Commission; other lobby meetings with lower-level staff may have taken place, but the European Commission doesn't proactively publish information about these meetings. For more information about which commissioner is responsible for which portfolio, check out this link: https://commissioners.ec.europa.eu/index_en All information below comes from European Commission web pages.

1 July 2024: We have noted that some meetings are appearing in duplicate, ie. some meetings seem to be listed twice. This seems to be because the Commission changes some element of a meeting data after the meeting has first been listed, which causes LobbyFacts to register it as a new meeting. We are investigating further.

• Date	18 Jul 2023	Location	Brussels
  Subject	Distribution of Retail financial products
  Cabinet	Cabinet of Commissioner Mairead Mcguinness
  Portfolio	Financial services, financial stability and Capital Markets Union
  Attending	Agnieszka Drzewoska (Cabinet member) Mairead McGuinness (Commissioner) Patricia Reilly (Cabinet member)
  Other Lobbyists	Finance Watch European FinTech Association Centre for European Policy Studies

• Date	24 Mar 2023	Location	video conference
  Subject	Retail investment strategy
  Cabinet	Cabinet of Executive Vice-President Valdis Dombrovskis
  Portfolio	An Economy that Works for People
  Attending	Andrea Beltramello (Cabinet member)

• Date	24 Mar 2023	Location	Virtual Meeting
  Subject	Retail investment strategy
  Cabinet	Cabinet of Commissioner Mairead Mcguinness
  Portfolio	Financial services, financial stability and Capital Markets Union
  Attending	Agnieszka Drzewoska (Cabinet member)

• Date	14 Jan 2022	Location	Virtual meeting
  Subject	Financial literacy
  Cabinet	Cabinet of Commissioner Mairead Mcguinness
  Portfolio	Financial services, financial stability and Capital Markets Union
  Attending	Nicolo Brignoli (Cabinet member)

• Date	10 Nov 2021	Location	video confrerence
  Subject	Review of the Markets in Financial Instruments Regulation
  Cabinet	Cabinet of Executive Vice-President Valdis Dombrovskis
  Portfolio	An Economy that Works for People
  Attending	Andrea Beltramello (Cabinet member)

• Date	09 Nov 2021	Location	Virtual Meeting
  Subject	Introductory discussion, financial literacy, retail investor.
  Cabinet	Cabinet of Commissioner Mairead Mcguinness
  Portfolio	Financial services, financial stability and Capital Markets Union
  Attending	Agnieszka Drzewoska (Cabinet member)

• Date	14 Oct 2021	Location	virtual
  Subject	Mandatory Buy-In rules, CSRD review
  Cabinet	Cabinet of Commissioner Mairead Mcguinness
  Portfolio	Financial services, financial stability and Capital Markets Union
  Attending	Florian Denis (Cabinet member)

• Date	14 Sep 2021	Location	virtual
  Subject	Mandatory Buy-In rules, CSRD review
  Cabinet	Cabinet of Commissioner Mairead Mcguinness
  Portfolio	Financial services, financial stability and Capital Markets Union
  Attending	Florian Denis (Cabinet member)

• Date	13 Jul 2021	Location	VIDEO CONFERENCING
  Subject	CMU ISSUES.
  Cabinet	Cabinet of Commissioner Mairead Mcguinness
  Portfolio	Financial services, financial stability and Capital Markets Union
  Attending	Mairead McGuinness (Commissioner)

• Date	24 Mar 2021	Location	virtual
  Subject	AIFMD/ELTIF/CMU
  Cabinet	Cabinet of Commissioner Mairead Mcguinness
  Portfolio	Financial services, financial stability and Capital Markets Union
  Attending	Florian Denis (Cabinet member)

• Date	22 Oct 2019	Location	Brussels
  Subject	CMU, sustainable finance
  Cabinet	Cabinet of Vice-President Valdis Dombrovskis
  Portfolio	Euro and Social Dialogue, also in charge of Financial Stability, Financial Services and Capital Markets Union
  Attending	Andrea Beltramello (Cabinet member)

• Date	14 Mar 2018	Location	Brussels
  Subject	PEPPs
  Cabinet	Cabinet of Vice-President Jyrki Katainen
  Portfolio	Jobs, Growth, Investment and Competitiveness
  Attending	Marlene Madsen (Cabinet member)

• Date	22 Mar 2017	Location	Brussels
  Subject	Fund Distribution, PEPP
  Cabinet	Cabinet of Vice-President Valdis Dombrovskis
  Portfolio	Euro and Social Dialogue, also in charge of Financial Stability, Financial Services and Capital Markets Union
  Attending	Tatyana Panova (Cabinet member) Valdis Dombrovskis (Vice-President)
  Other Lobbyists	ICI Global

• Date	21 May 2015	Location	Brussels
  Subject	CMU
  Cabinet	Cabinet of Vice-President Jyrki Katainen
  Portfolio	Jobs, Growth, Investment and Competitiveness
  Attending	Valérie Herzberg (Cabinet member)

• Date	29 Jan 2015	Location	Brussels
  Subject	CMU, Long-term savings, Product disclosure
  Cabinet	Cabinet of Commissioner Jonathan Hill
  Portfolio	Financial Stability, Financial Services and Capital Markets Union
  Attending	Jonathan Hill (Commissioner)