On January 17, the European Securities and Markets Authority (ESMA) published its fifth annual report on the costs and performance of European Union (EU) retail investment products. The report covers Undertakings for Collective Investment in Transferable Securities (UCITS), Retail...
On December 8, the European Securities and Markets Authority (ESMA) published a peer review report on National Competent Authorities' (NCAs) handling of firms' relocation to the European Union (EU) in the context of the United Kingdom's (UK) withdrawal from the EU.
ICI Global welcomes progress on the Capital Markets Union (CMU) and is committed to working with policymakers to ensure the CMU creates new opportunities for EU citizens to participate in Europe's capital markets.
Latest Report on EU Funds Shows Ongoing Charges Down Markedly Since 2013, but More Effective Single Market Would Benefit Cross-Border Fund Distribution Brussels, 22 September 2021—Average ongoing charges for equity and fixed-income UCITS domiciled in the European Union continue to...
Policymakers and commentators are paying more attention than ever to UCITS ongoing charges. This heightened scrutiny has led to two common misperceptions. First, that declines in UCITS ongoing charges are “too small.” Second, that UCITS ongoing charges are “too high.” ICI analysis on...
