News

Press Release

13/2/2024

2023 was a remarkable
fund year

In Germany, new business in funds and mandates amounted to EUR 63 billion. Open-ended retail funds recorded inflows after outflows in 2022.

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2/1/2024

ESRS apply from
1 January 2024

The European sustainability reporting standards (ESRS) for companies apply to financial years beginning on or after 1 January 2024.

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20/12/2023

BVI on the SFDR
review

We advocate for the implementation of a classification system for sustainable products. You can read our statement on the SFDR review here.

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19/12/2023

BVI supports
transition to T+1

By shortening the settlement period for securities, the EU would align itself with the USA. However, the implementation period must be reasonable.

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18/12/2023

CSDDD: Financial
Sector excluded

The investment business will be ecxluded from the scope oft he CSDDD for the time being. This decision will be reviewed in a few years' time.

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13/12/2023

German fund market
is growing fast

Over the past ten years, fund assets in Germany have grown by an average of 8.4 per cent per year, faster than other large markets in the EU.

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Press Release

7/12/2023

Funds are driver of
old-age provision

BVI members managed EUR 1,780 billion for old-age provision purposes by mid-2023. Insurers shy away from competition, says Thomas Richter.

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Sustainability

21/11/2023

Snapshot
Sustainability

At the end of September, funds with sustainability features managed EUR 866 billion. Retail funds accounted for more than three quarters.

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Press Release

17/11/2023

Germany: Fund industry grows by 5 per cent

Fund companies had a total of EUR 3,977 billion AuM for investors in Germany at the end of September.

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26/10/2023

Fund costs have been falling for years

The average ongoing charges for equity retail funds in Europe have fallen by 21 percent from 2013 to 2022, according to an ICI study.

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© iStock.com / busracavus

24/10/2023

The new BVI Video on research topics

How do private investors in Germany buy retail funds? Markus Michel, Head of Research, explains the German distribution model.

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© iStock.com / Vertigo3d

17/10/2023

Joint paper on ESG
Rating Activities

The BVI has put together a joint paper with the German Insurance Association and the French associations for funds and for insurance.

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6/10/2023

Draft report on the Retail Investment Strategy

The rapporteur in the EU Parliament calls to abandon any ban on commissions and cost benchmarks.

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Sustainability

4/10/2023

ESMA-paper on ESG names and claims

ESMA has investigated ESG-related names and claims in the fund industry and presents the results in a webinar.

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