European Union Content

ICI research shows a steady decline in the cost of UCITS investing. European regulators are looking beyond just declining cost, however, by requiring UCITS managers to justify the value of these funds to investors. But how do investors assess value relative to cost, and what is the...

Costs for European UCITS Continued Downward Trend Average ongoing charges for equity and fixed-income funds fell in 2019 London, 26 October 2020—New Investment Company Institute (ICI) research shows average ongoing charges for equity and fixed-income UCITS domiciled in the European...

Panel: The Future of European Financial Markets 9th Annual QED Fund Regulation Conference Paul Schott Stevens President and CEO Investment Company Institute 29 September 2020 As prepared for delivery. Thank you, Marcel, and thanks as well to all participating in today’s discussions...

European Union UCITS Costs Have Declined Steadily New analysis tracks trend in average ongoing charges London, 23 September 2019—The average ongoing charges for both equity and fixed-income UCITS fell by approximately 20 basis points between 2013 and 2018, according to “ Ongoing...

European Parliament Shows Progress on Protecting UCITS ICI Global Responds to Parliamentary Committee Debate Brussels, Belgium; 11 July 2018— ICI Global Managing Director, Europe, Patrice Bergé-Vincent, issued the following statement in response to today’s debate in the European...

Welcoming Remarks 2016 Global Capital Markets Conference Dan Waters Managing Director ICI Global 1 December 2016 London As prepared for delivery. Good afternoon, and welcome everyone. Thank you for joining us this afternoon for our Global Capital Markets Conference. As some of you...

Today the European Commission adopted a proposal for revisions to the Undertakings for Collective Investment in Transferable Securities (UCITS) framework, which governs cross-border retail investment funds in Europe.