Educating individuals on the value and importance of investment is the asset management industry’s biggest challenge according to a live poll carried out at the ALFI London Conference in May, with one in three (33%) respondents agreeing with this. In a similar poll at the ALFI European Asset Management conference in March, 96% of respondents believed that there is a need to improve investor education.
ALFI response to the EU Commission Consultation "FinTech - A more competitive and innovative European financial sector”- ALFI statements
ALFI responded to the EU Commission Consultation "FinTech - A more competitive and innovative European financial sector".
The consultation document is the product of the work of the dedicated EC Task Force on Financial Technology, seeking input from stakeholders to further develop the Commission's policy approach towards technological innovation in financial services.
ALFI response to the European Commission consultation on the operations of the European Supervisory Authorities- ALFI statements
On 16 May 2017, ALFI responded to the European Commission consultation on the operations of the European Supervisory Authorities. The response mainly focuses on the status of non-binding measures issued by the ESAs, consumer and investor protection issues, and direct supervisory powers in the investment fund segment of the capital markets.
ALFI is pleased to publish Issue 2 of its PRIIPs KID Q&A document which contains answers to questions about the PRIIPs KID, which are written from a perspective of investment funds (UCITS and AIFs as PRIIPs, or where these funds form part of MOPs). The document is reserved to the members of ALFI. Click here for a version showing changes compared to Issue 1, and here for a clean version of Issue 2.
The European responsible investing fund market has almost doubled in size since 2010, reaching EUR 476 billion of Assets under Management (AuM) managed by 2’413 funds at the end of 2016 as the new KPMG Luxembourg/Broadridge statistics on the European responsible investing fund market commissioned by ALFI and LuxFLAG reveal.
ALFI publishes Principles for the Oversight of Financial Intermediaries in Distribution of Funds guidelines- Publications
The Association of the Luxembourg Fund Industry (ALFI) has published a set of Principles for the Oversight of Financial Intermediaries in Distribution of Funds, in line with its mission to help members capitalise on industry trends and to encourage professionalism, integrity and quality within the Luxembourg fund industry.
The Tech Revolution and Cybersecurity: A tumultuous relationship? With evolving applications of technology within the asset management industry, data protection remains top of mind. While many large and tech-savvy asset managers are employing advanced cybersecurity protections, many smaller firms are also adopting a new norm, hoping to demonstrate a true commitment to data protection.
The first edition of the ALFI European Asset Management (EAM) Conference took place in Luxembourg on March 21 and 22. The 600 participants from 25 countries very quickly recognised the event as THE place to be for international Asset Managers who wish to stay abreast of the most pressing issues currently facing the industry.
ALFI's Investor Protection working group published the Issue 1 of the PRIIPs KID Q&A. This document contains the working group's answers to questions about the PRIIPs KID, which are written from a perspective of investment funds (UCITS and AIFs as PRIIPs, or where these funds form part of MOPs).
The document is reserved to ALFI Members, to download it click here.