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European Fund and Asset Management Association

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Namestring
European Fund and Asset Management Association
Legal namestring
European Fund and Asset Management Association
Websiteurl
efama.org
Company typeenum
Private
Founded yearint
1974
Descriptiontext

The European Fund and Asset Management Association (EFAMA) is a Brussels-based non-profit trade association founded in 1974 that represents the European investment management industry before EU institutions. Its membership comprises 26 national asset management associations, 63 corporate members (including major global firms such as Amundi, BlackRock, DWS, Fidelity, JP Morgan, Vanguard, and UBS), and 25 associate members (law firms, Big Four accounting firms, and service providers such as Euroclear, Broadridge, and FE fundinfo). The association covers an industry managing EUR 34.4 trillion in assets across 69,000 funds, 5,400+ companies, and 131,000 direct jobs across 29 European countries.

EFAMA's core offerings fall into four categories: (1) policy advocacy and formal positions on EU regulatory frameworks including UCITS, AIFMD, MiFID/MiFIR, sustainable finance (CSRD/SFDR/EU Taxonomy), capital markets union, and tax; (2) statistical and research publications including the annual Fact Book, the 17th edition Asset Management in Europe report, monthly and quarterly UCITS/AIF statistical releases, and Market Insights; (3) industry standards initiatives where EFAMA is the founder of the European Fund Classification (EFCF) and co-founder of FinDatEx; and (4) investor education programmes including European Retirement Week and the 'Invest Early, Achieve Big' brochure. Delivery occurs through the efama.org website, member SharePoint portal, email newsletters, LinkedIn, YouTube, and industry events/webinars.

EFAMA's business model is membership-fee based (subscription/recurring revenue). Fees are tiered across the three membership categories but not publicly disclosed. Leadership includes President Naïm Abou-Jaoudé and Deputy Directors covering regulatory policy, research, capital markets/digital, and fund regulation. The association holds no patents, makes no API available, and has no AI/ML product capabilities, consistent with its trade association rather than technology vendor profile.

Short descriptiontext

The European Fund and Asset Management Association (EFAMA) is a Brussels-based non-profit trade association founded in 1974 representing the European investment management industry through advocacy, research publications, and policy engagement for 114 members across 29 European countries.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
11–50
akta.pro rankint
HeadquartersBrussels, Belgium
HQ citystring
Brussels
HQ countrystring
Belgium
HQ regionstring
Europe
Markets served

Serves global market

Offices1 record

Each record includes

City, Country, Type, Description, Source

Keyword5 values
investment management association, fund industry advocacy, regulatory policy representation, asset management research, fund statistics publications
Industry2 codes
1Economic Research, Statistics & Policy Advisory
CodeBPADAMAJPrimaryYes
2ESG/Sustainable Investment Advisory
CodeFSAEAAAJPrimaryNo
NAICS code3 codes
  • Business Associations813910
  • Professional Organizations81392
  • Social Advocacy Organizations8133
SIC code3 codes
  • Services-Membership Organizations8600
  • Services-Engineering, Accounting, Research, Management8700
  • Investment Advice6282
Product category
Trade Association Services
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model1 record
1Membership Fees
TypeSubscription Recurring
Description

EFAMA generates revenue through membership fees from three categories: 26 national associations, 63 corporate members, and 25 associate members. The association provides members with advocacy representation, regulatory intelligence, networking opportunities, and access to research publications.

efama.org
Marketing channels5 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels3 records

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components5 values
Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
GTM typeB2B
B2B
Offering typeServices
Services
Core offering1 text field

EFAMA is a non-profit European trade association that represents the investment management industry before EU institutions. It provides members with regulatory advocacy, policy positions, statistical releases on fund flows and net assets, in-depth research publications (Fact Book, Asset Management in Europe report, Market Insights), investor education materials, and industry events/webinars. Membership spans 26 national associations, 63 corporate asset managers, and 25 associate service providers.

Differentiator
Functional benefit
Problem solved
Quantifiable outcome1 of 3 values shown
  • Represents EUR 34.4 trillion in assets under management across Europe (Q3 2025)
+2 more records
Product overview1 text field

EFAMA is a trade association for the European investment management industry, not a software product company. Its offerings consist of industry research publications, statistical releases, policy advocacy, and educational materials. The core products include: the Fact Book (annual industry analysis), Asset Management in Europe Report (annual market analysis), Monthly and Quarterly Statistical Releases (fund flow data), Market Insights publications, ELTIF 2.0 FAQ guidance documents, and Investor Education materials. EFAMA also provides policy positions on EU regulatory frameworks and organizes industry events and webinars. These publications and services are provided to members and the public via the EFAMA website.

Product and service10 records
1Fact Book
CategoryPublication
Description

Annual publication providing in-depth analysis of key trends in the investment fund industry within and beyond Europe, covering UCITS and AIF markets, cross-border funds, fund ownership, and regulatory topics including MISP, retail investment, AML, pensions, and the Digital Omnibus.

2Asset Management in Europe Report
CategoryPublication
Description

Annual report providing comprehensive analysis of the European asset management industry, including total assets under management, the role of asset managers in society and the economy, industry clients at European and country levels, asset allocation including ESG assets, and industry organisation such as market concentration, profitability, and employment.

3Monthly Statistical Release
CategoryData & Research
Description

Monthly publication presenting net sales and net assets data for UCITS and AIFs across 29 European countries, providing regular market intelligence on fund flows.

4European Quarterly Statistical Release
CategoryData & Research
Description

Quarterly publication presenting statistical data on European fund markets, including UCITS and AIF performance and flows.

5International Quarterly Statistical Release
CategoryData & Research
Description

Quarterly publication providing international fund flow data and global market statistics.

6Market Insights
CategoryPublication
Description

Series of publications providing market intelligence and analysis on specific topics within the investment fund industry.

7ELTIF 2.0 FAQ Publication
CategoryPublication
Description

Frequently asked questions publication on the European Long-Term Investment Fund (ELTIF) Regulation 2.0, providing clarifications on portfolio composition, allowable assets, redemptions, liquidity management, and use of ELTIFs in pension and insurance products. Intended for asset managers and investors.

8Investor Education Materials
CategoryPublication
Description

Educational publications aimed at improving financial literacy among European citizens, including brochures and resources on investing fundamentals.

9Policy Positions
CategoryAdvocacy
Description

Formal statements and responses on EU regulatory proposals, including positions on MiFID/MiFIR, AIFMD, UCITS, sustainable finance, capital markets union, SFDR, ELTIF, and other regulatory frameworks affecting the asset management industry.

10Events & Webinars
CategoryEvents
Description

Industry events, webinars, and conferences for members and stakeholders, including the Fireside series on topics like the consolidated tape, research workshops, and European Retirement Week.

Scale indicator7 records

Each record includes

Type, Value, Description, Source

Partnership9 partners
1INFE (International Network on Financial Education)
Strategic tierMinorTypeOthers
Description

EFAMA is an affiliate member of the OECD International Network on Financial Education (INFE), supporting global financial literacy initiatives and investor education efforts.

efama.org
2World Investor Week
Strategic tierMinorTypeOthers
Description

EFAMA serves as a regional supporter of World Investor Week, an IOSCO initiative to promote investor education and protection globally.

efama.org
Strategic tierMinorTypeOthers
Description

EFAMA is a member of EPFSF, the European pension fund research and education organization.

Strategic tierMinorTypeOthers
Description

EFAMA is a member of EFRAG (European Financial Reporting Advisory Group), contributing to the development of European sustainability reporting standards.

5European Retirement Week
Strategic tierMinorTypeOthers
Description

EFAMA is a co-initiator of European Retirement Week, an initiative to promote retirement savings awareness and policy discussion across Europe.

efama.org
6European Fund Classification (EFCF)
Strategic tierCoreTypeOthers
Description

EFAMA is the founder of the European Fund Classification (EFCF), a pan-European initiative to standardize fund classification across the industry.

efama.org
7FinDatEx (Financial Data Exchange Templates)
Strategic tierCoreTypeTechnology or Integration
Description

EFAMA is a co-founder of FinDatEx, the Financial Data Exchange Templates initiative developing standardized data templates for the European fund industry.

efama.org
Strategic tierMinorTypeOthers
Description

EFAMA is a member of IIFA, the International Investment Funds Association connecting fund associations worldwide.

Strategic tierCoreTypeStrategic or Co-development Partner
Description

EFAMA collaborates with AFME on joint policy positions covering capital markets, MiFID/MiFIR, consolidated tape, and market structure issues affecting European financial markets.

Recent move6 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight5 records

Each record includes

Type, Description

Market position
Competitive moat5 records

Each record includes

Type, Details

Key risks5 records

Each record includes

Headline, Details, Source

Key highlights6 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Segment3 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile3 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles7 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

European Fund and Asset Management Association

Trade Association Servicesefama.org

The European Fund and Asset Management Association (EFAMA) is a Brussels-based non-profit trade association founded in 1974 representing the European investment management industry through advocacy, research publications, and policy engagement for 114 members across 29 European countries.

What European Fund and Asset Management Association does

The European Fund and Asset Management Association (EFAMA) is a Brussels-based non-profit trade association founded in 1974 that represents the European investment management industry before EU institutions. Its membership comprises 26 national asset management associations, 63 corporate members (including major global firms such as Amundi, BlackRock, DWS, Fidelity, JP Morgan, Vanguard, and UBS), and 25 associate members (law firms, Big Four accounting firms, and service providers such as Euroclear, Broadridge, and FE fundinfo). The association covers an industry managing EUR 34.4 trillion in assets across 69,000 funds, 5,400+ companies, and 131,000 direct jobs across 29 European countries.

EFAMA's core offerings fall into four categories: (1) policy advocacy and formal positions on EU regulatory frameworks including UCITS, AIFMD, MiFID/MiFIR, sustainable finance (CSRD/SFDR/EU Taxonomy), capital markets union, and tax; (2) statistical and research publications including the annual Fact Book, the 17th edition Asset Management in Europe report, monthly and quarterly UCITS/AIF statistical releases, and Market Insights; (3) industry standards initiatives where EFAMA is the founder of the European Fund Classification (EFCF) and co-founder of FinDatEx; and (4) investor education programmes including European Retirement Week and the 'Invest Early, Achieve Big' brochure. Delivery occurs through the efama.org website, member SharePoint portal, email newsletters, LinkedIn, YouTube, and industry events/webinars.

EFAMA's business model is membership-fee based (subscription/recurring revenue). Fees are tiered across the three membership categories but not publicly disclosed. Leadership includes President Naïm Abou-Jaoudé and Deputy Directors covering regulatory policy, research, capital markets/digital, and fund regulation. The association holds no patents, makes no API available, and has no AI/ML product capabilities, consistent with its trade association rather than technology vendor profile.

European Fund and Asset Management Association firmographics

Firmographics
Name
European Fund and Asset Management Association
Legal name
European Fund and Asset Management Association
Website
https://efama.org
Company type
Private
Founded year
1974
Operating status
Operating
Headcount range
11–50 employees
Short description
The European Fund and Asset Management Association (EFAMA) is a Brussels-based non-profit trade association founded in 1974 representing the European investment management industry through advocacy, research publications, and policy engagement for 114 members across 29 European countries.
Ownership category
akta.pro rank

European Fund and Asset Management Association industry classification

Industry
Product category
Trade Association Services
NAICS
Business Associations (813910), Professional Organizations (81392), Social Advocacy Organizations (8133)
SIC
Services-Membership Organizations (8600), Services-Engineering, Accounting, Research, Management (8700), Investment Advice (6282)
akta.pro primary industry
Economic Research, Statistics & Policy Advisory (BPADAMAJ)
akta.pro secondary industry
ESG/Sustainable Investment Advisory (FSAEAAAJ)

Keywords

  • Investment management association
  • Fund industry advocacy
  • Regulatory policy representation
  • Asset management research
  • Fund statistics publications

Where European Fund and Asset Management Association is headquartered

Location

Headquarters

HQ city
Brussels
HQ country
Belgium
HQ region
Europe

Offices1 record

Markets served

European Fund and Asset Management Association business model

Business model
GTM type
B2B
Offering type
Services
Cost components
Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

  1. Membership Fees: EFAMA generates revenue through membership fees from three categories: 26 national associations, 63 corporate members, and 25 associate members. The association provides members with advocacy representation, regulatory intelligence, networking opportunities, and access to research publications.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

European Fund and Asset Management Association product offering

Product offering

Core offering

EFAMA is a non-profit European trade association that represents the investment management industry before EU institutions. It provides members with regulatory advocacy, policy positions, statistical releases on fund flows and net assets, in-depth research publications (Fact Book, Asset Management in Europe report, Market Insights), investor education materials, and industry events/webinars. Membership spans 26 national associations, 63 corporate asset managers, and 25 associate service providers.

Product overview

EFAMA is a trade association for the European investment management industry, not a software product company. Its offerings consist of industry research publications, statistical releases, policy advocacy, and educational materials. The core products include: the Fact Book (annual industry analysis), Asset Management in Europe Report (annual market analysis), Monthly and Quarterly Statistical Releases (fund flow data), Market Insights publications, ELTIF 2.0 FAQ guidance documents, and Investor Education materials. EFAMA also provides policy positions on EU regulatory frameworks and organizes industry events and webinars. These publications and services are provided to members and the public via the EFAMA website.

Differentiator

Problem solved

Functional benefit

Products and services

  • Fact Book Annual publication providing in-depth analysis of key trends in the investment fund industry within and beyond Europe, covering UCITS and AIF markets, cross-border funds, fund ownership, and regulatory topics including MISP, retail investment, AML, pensions, and the Digital Omnibus.
  • Asset Management in Europe Report Annual report providing comprehensive analysis of the European asset management industry, including total assets under management, the role of asset managers in society and the economy, industry clients at European and country levels, asset allocation including ESG assets, and industry organisation such as market concentration, profitability, and employment.
  • Monthly Statistical Release Monthly publication presenting net sales and net assets data for UCITS and AIFs across 29 European countries, providing regular market intelligence on fund flows.
  • European Quarterly Statistical Release Quarterly publication presenting statistical data on European fund markets, including UCITS and AIF performance and flows.
  • International Quarterly Statistical Release Quarterly publication providing international fund flow data and global market statistics.
  • Market Insights Series of publications providing market intelligence and analysis on specific topics within the investment fund industry.
  • ELTIF 2.0 FAQ Publication Frequently asked questions publication on the European Long-Term Investment Fund (ELTIF) Regulation 2.0, providing clarifications on portfolio composition, allowable assets, redemptions, liquidity management, and use of ELTIFs in pension and insurance products. Intended for asset managers and investors.
  • Investor Education Materials Educational publications aimed at improving financial literacy among European citizens, including brochures and resources on investing fundamentals.
  • Policy Positions Formal statements and responses on EU regulatory proposals, including positions on MiFID/MiFIR, AIFMD, UCITS, sustainable finance, capital markets union, SFDR, ELTIF, and other regulatory frameworks affecting the asset management industry.
  • Events & Webinars Industry events, webinars, and conferences for members and stakeholders, including the Fireside series on topics like the consolidated tape, research workshops, and European Retirement Week.

Quantifiable outcome

  • Represents EUR 34.4 trillion in assets under management across Europe (Q3 2025)
  • +2 more outcomes

Companies that use European Fund and Asset Management Association

Customer profile

Segments3 records

Ideal customer profiles3 records

European Fund and Asset Management Association technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

European Fund and Asset Management Association partnerships and signals

Strategic signal

Partnerships

Nine partnerships are on record, tiered minor and core.

  • INFE (International Network on Financial Education)minorOthersEFAMA is an affiliate member of the OECD International Network on Financial Education (INFE), supporting global financial literacy initiatives and investor education efforts.
  • World Investor WeekminorOthersEFAMA serves as a regional supporter of World Investor Week, an IOSCO initiative to promote investor education and protection globally.
  • EPFSF (European Pension Fund Research)minorOthersEFAMA is a member of EPFSF, the European pension fund research and education organization.
  • EFRAGminorOthersEFAMA is a member of EFRAG (European Financial Reporting Advisory Group), contributing to the development of European sustainability reporting standards.
  • European Retirement WeekminorOthersEFAMA is a co-initiator of European Retirement Week, an initiative to promote retirement savings awareness and policy discussion across Europe.
  • European Fund Classification (EFCF)coreOthersEFAMA is the founder of the European Fund Classification (EFCF), a pan-European initiative to standardize fund classification across the industry.
  • FinDatEx (Financial Data Exchange Templates)coreTechnology or IntegrationEFAMA is a co-founder of FinDatEx, the Financial Data Exchange Templates initiative developing standardized data templates for the European fund industry.
  • IIFA (International Investment Funds Association)minorOthersEFAMA is a member of IIFA, the International Investment Funds Association connecting fund associations worldwide.
  • AFME (Association for Financial Markets in Europe)coreStrategic or Co-development PartnerEFAMA collaborates with AFME on joint policy positions covering capital markets, MiFID/MiFIR, consolidated tape, and market structure issues affecting European financial markets.

Scale indicators7 records

Recent moves6 records

Expansion highlights5 records

European Fund and Asset Management Association competitors and assessment

Company assessment

Market position

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

European Fund and Asset Management Association social profiles

Digital presence

European Fund and Asset Management Association financial estimates

Financial estimate

Revenue estimate

Valuation estimate

European Fund and Asset Management Association leadership team

Management profile

Number of profiles

Profiles7 records

European Fund and Asset Management Association funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

European Fund and Asset Management Association M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about European Fund and Asset Management Association

What does European Fund and Asset Management Association do?

EFAMA is a non-profit European trade association that represents the investment management industry before EU institutions. It provides members with regulatory advocacy, policy positions, statistical releases on fund flows and net assets, in-depth research publications (Fact Book, Asset Management in Europe report, Market Insights), investor education materials, and industry events/webinars. Membership spans 26 national associations, 63 corporate asset managers, and 25 associate service providers.

Is European Fund and Asset Management Association a public or private company?

European Fund and Asset Management Association is a private company. It is classified as nonprofit foundation owned and is currently operating.

When was European Fund and Asset Management Association founded?

European Fund and Asset Management Association was founded in 1974. It employs 11 to 50 people.

Where is European Fund and Asset Management Association based?

European Fund and Asset Management Association is headquartered in Brussels, Belgium, in the Europe region.

How does European Fund and Asset Management Association make money?

One revenue line is on record: membership Fees.

Does European Fund and Asset Management Association have an API?

No public API is recorded for European Fund and Asset Management Association.

What industry is European Fund and Asset Management Association in?

European Fund and Asset Management Association's product category is Trade Association Services. Its primary akta.pro industry code is BPADAMAJ, Economic Research, Statistics & Policy Advisory, with a secondary code of FSAEAAAJ, ESG/Sustainable Investment Advisory. Its NAICS code is 813910 and its SIC code is 8600.

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Live signals
Responsible InvestorComment: New SFDR exclusions won’t accelerate Europe’s energy transitionThe author argues that new SFDR exclusion criteria would bar 90-95% of the global energy sector and 20% of utilities, hindering the energy transition. Exclusion removes companies most likely to drive decarbonisation, while transition-enabling investments like storage and hydrogen are excluded. The author urges alignment with EU climate transition benchmarks and global rules.Funds-europeEfama unveils updated AI tool for asset managersThe European Fund and Asset Management Association (Efama) has launched version 2 of its AI System Assessment Tool to assist asset managers in evaluating AI use cases in accordance with the EU AI Act. This updated tool introduces additional data fields and supports a more comprehensive analysis while also helping to align with the forthcoming Digital Operational Resilience Act. Efama aims to aid the asset management industry in responsibly integrating AI technologies into their operations.EuractivBrussels eyes ‘pooling’ EU-level supervision of crypto, stock exchanges, asset managersThe European Commission has drafted a proposal to boost EU-level supervision of stock exchanges, crypto firms, and major asset managers under ESMA (European Securities and Markets Authority), aiming to create a unified 'capital markets union' estimated to increase private investment by up to €470 billion annually. The proposal faces strong opposition from smaller EU countries including Luxembourg, Ireland, and Belgium, who view it as a maneuver by France—where ESMA is headquartered—to extend oversight over their financial sectors. The European asset managers' association EFAMA has also reiterated its long-standing opposition to centralized EU supervision, arguing the current national-based system serves the industry better.ETF ExpressMarket data users identify gaps in plans for EU consolidated tapeThe article discusses the formation of an EU consolidated tape (CT) for equities and ETFs aimed at improving transparency, efficiency, and data availability in European markets. Key stakeholders such as EFAMA, EPTA, and Protiviti have identified gaps in the current framework and proposed recommendations to enhance the tape's effectiveness.StatistaEuropean assets market: institutional & retail clientsThe article discusses the market share of institutional and retail clients within the European asset management industry from 2013 to 2023, as analyzed and presented by EFAMA. It highlights the data-driven insights and statistics provided by Statista, a platform known for its reliable data and market analyses. The article emphasizes the importance of data in supporting business strategies and decision-making in the evolving economic landscape.