News

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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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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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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Press Release

25/9/2023

Germany ahead of
Italy and Spain

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.

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Sustainability

19/9/2023

Query of preferences
is too complicated

ESMA research shows that investors are overchallenged by the regulatory concept of sustainability preferences. The BVI calls for simplification.

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Press Release

18/9/2023

Clearing in the EU
reduces risks

The BVI calls for a move of derivatives clearing to the EU to reduce the risks for financial stability in the EU.

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12/9/2023

DORA: BVI criticises high effort

We have submitted our comments on the consultation on technical standards under DORA (Digital Operational Resilience Act) to the EU.

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6/9/2023

Liquidity Management:
no mandatory ADT

We oppose the proposals of FSB/IOSCO that open-ended funds should mandatorily use at least one anti-dilution tool (ADT) for liquidity management.

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1/9/2023

Snapshot Sustainability

At mid-year 2023, funds with sustainability features managed EUR 850 billion. German companies are considered to have good sustainability scores.

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29/8/2023

BVI on the retail investment strategy

We have submitted our position to the consultation on the EU Retail Investment Strategy.

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21/8/2023

Snapshot Portfolio Management

Frankfurt is by far the largest portfolio management location in Germany.

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Press Release

17/8/2023

Fund industry raises
EUR 38 Billion

Net sales of retail funds increased in the first six months. Equity funds headed the sales list. Spezialfonds investors held back on new investments.

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Press Release

14/8/2023

BVI paper on
ban inducements

A ban on inducements does not lead to higher returns for private investors and even prevents them from participating more in capital markets.

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