At the end of September, funds with sustainability features managed EUR 866 billion. Retail funds accounted for more than three quarters.
Fund companies had a total of EUR 3,977 billion AuM for investors in Germany at the end of September.
The average ongoing charges for equity retail funds in Europe have fallen by 21 percent from 2013 to 2022, according to an ICI study.
How do private investors in Germany buy retail funds? Markus Michel, Head of Research, explains the German distribution model.
The BVI has put together a joint paper with the German Insurance Association and the French associations for funds and for insurance.
The rapporteur in the EU Parliament calls to abandon any ban on commissions and cost benchmarks.
ESMA has investigated ESG-related names and claims in the fund industry and presents the results in a webinar.
In terms of AuM of retail investors Germany is ahead of Italy and Spain. The latest BVI Snapshot provides further insights into the fund market.
ESMA research shows that investors are overchallenged by the regulatory concept of sustainability preferences. The BVI calls for simplification.
The BVI calls for a move of derivatives clearing to the EU to reduce the risks for financial stability in the EU.
We have submitted our comments on the consultation on technical standards under DORA (Digital Operational Resilience Act) to the EU.
We oppose the proposals of FSB/IOSCO that open-ended funds should mandatorily use at least one anti-dilution tool (ADT) for liquidity management.
At mid-year 2023, funds with sustainability features managed EUR 850 billion. German companies are considered to have good sustainability scores.
We have submitted our position to the consultation on the EU Retail Investment Strategy.
Frankfurt is by far the largest portfolio management location in Germany.
Here you will find all our points of view and statements at a glance.
Find out why funds are important for business and society.
In terms of assets under management, the BVI member companies together cover over 95 percent of the German market.
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