European Fund and Asset Management Association

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Registration as it was on 22 Feb 2024
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Overview

Lobbying Costs

2,750,000€ - 2,999,999€

Financial year: Jan 2023 - Dec 2023

Lobbyists (Full time equivalent)

14.2 Fte (19)

Lobbyists with EP accreditation

12

High-level Commission meetings

15

Lobbying Costs over the years

  • Info

    European Fund and Asset Management Association   (EFAMA)

    EU Transparency Register

    3373670692-24 First registered on 28 Nov 2008

    Goals / Remit

    EFAMA is the representative association for the European fund and asset management industry. Its mission is to promote the role of its industry and its contribution to society. It provides an effective voice for the industry by providing evidence-based submissions and developing open and transparent relationships with key stakeholders.
    We advocate for a regulatory environment that supports our industry’s crucial role in steering capital towards investments for a sustainable future and providing long-term value for investors. Specifically our purpose is:
    - to promote optimal conditions for the European fund and asset management industry in its efforts to create value for investors;
    - to influence and support the ongoing development of the regulatory environment including the European Single Market;
    - to promote the interests of its Members among stakeholders;
    - to build confidence and trust in the industry;
    - to promote scientific research concerning the industry.

    Main EU files targeted

    - ESMA call for evidence on greenwashing
    - European Commission revision of the regime applicable to the use of benchmarks administered in a third country
    - European review of CSDR Refit
    - International tax reform pillar two model rules - IASB’s exposure draft on the proposed amendments to IAS 12
    - ESMA consultation paper on guidelines on funds’ names using ESG or sustainability-related terms
    - ESMA survey on divergence
    - Calculation of PAI in the context of questions 6 and 7 of the ESAs’ Q&As published on 17 november 2022 (JC 2022 82)
    - European Commission call for evidence on the review of the scope and regime for non-EU benchmarks
    - European Commission’s ViDA proposal VAT in the digital age
    - ESMA’s consultation paper on the review of the methodology included in the guidelines on stress test scenarios under the MMF regulation (MMFR)
    - European Commission’s proposal for the review of EMIR (EMIR 3.0)
    - Joint Consultation Paper – Review of SFDR Delegated Regulation regarding PAI and financial product disclosures
    - EIOPA’s consultation paper on technical advice for the review of the IORP II Directive
    - ESMA consultation paper on the draft regulatory technical standards under the revised ELTIF regulation
    - Criteria for critical ICT third party service providers (CTPPs) and oversight fees levied on such providers
    - Ensuring alignment between the Disclosure Requirements of Investee Companies and the Sustainable Finance Obligations
    - ESMA’s call for evidence on the integration of ESG preferences on suitability and product governance arrangements
    bringing ESG ratings and ESG data providers within the regulatory perimeter
    - FSB consultation report on addressing vulnerabilities from liquidity mismatch in open-ended funds
    - IOSCO consultation report on anti-dilution liquidity management tools
    - EC "Have Your Say" consultation on the EU strategy for retail investors
    - Consultation paper on draft regulatory technical standards to further harmonise ICT risk management tools, methods, processes and policies as mandated under article 15 and 16(3) of Regulation (EU) 2022/2554
    - Consultation paper on draft implementing technical standards to establish the templates composing the register of information in relation to all contractual arrangements on the use of ICT services provided by ICT third-party service providers as mandated by Regulation (EU) 2022/2554
    - Consultation paper on draft regulatory technical standards on specifying the criteria for the classification of ICT related incidents, materiality thresholds for major incidents and significant cyber threats under Regulation (EU) 2022/2554
    - Multiple Voting Shares Directive
    - European Commission’S consultation on delegated regulation supplementing dora by specifying criteria for the designation of ICT third-party service providers as critical for financial entities
    - ESMA call for evidence on shortening of the settlement cycle
    - EC’s targeted consultation on the implementation of SFDR
    - Recalibrating the Benchmarks Regulation
    - Calculation of the Clearing Threshold (Article 4 EMIR), and the new concept of ‘aggregate activity clearing threshold’
    - Towards a successful Value for Money Framework
    - FCA Consultation on the Overseas Fund Regime (OFR)

    Address

    Head Office
    rue Marie-Therese, 11
    Brussels 1000
    BELGIUM
    EU Office
    rue Marie-Therese, 11
    Brussels 1000
    BELGIUM

    Website

  • People

    Total lobbyists declared

    19

    Employment timeLobbyists
    100%8
    75%7
    50%1
    25%1
    10%2

    Lobbyists (Full time equivalent)

    14.2

    Lobbyists with EP accreditation

    All Lobbyists with EP accreditation over time

    12 accreditations were / are live (in bold) for the selected state of 23 Jul 2024

    Name Start date End Date
    Gwen LEHANE 03 Feb 2024 31 Jan 2025
    Zuzanna BOGUSZ 04 May 2023 04 May 2024
    Hayley MCEWEN 23 Jan 2024 17 Jan 2025
    Kimon ARGYROPOULOS 03 Feb 2024 31 Jan 2025
    Marin CAPELLE 23 Jan 2024 17 Jan 2025
    Chiara CHIODO 30 Aug 2023 29 Aug 2024
    Anyve ARAKELIJAN 30 Aug 2023 28 Aug 2024
    Susan YAVARI 03 Feb 2024 31 Jan 2025
    Tanguy VAN DE WERVE DE SCHILDE 23 Jan 2024 17 Jan 2025
    Antonio PIRES DA FONSECA FRADE CORREIA 23 Jan 2024 17 Jan 2025
    Federico CUPELLI 23 Jan 2024 17 Jan 2025
    Bernard DELBECQUE 23 Jan 2024 17 Jan 2025
    Vincent INGHAM 23 Jan 2024 17 Jan 2025
    Carolina DE GIORGI 30 Aug 2023 23 Nov 2023
    Hayley MCEWEN 19 Jan 2023 19 Jan 2024
    Susan YAVARI 19 Jan 2023 19 Jan 2024
    Bernard DELBECQUE 19 Jan 2023 19 Jan 2024
    Vincent INGHAM 19 Jan 2023 19 Jan 2024
    Marin CAPELLE 14 Jan 2023 13 Jan 2024
    Gwen LEHANE 14 Jan 2023 24 Feb 2023
    Ms Elona MORINA 14 Jan 2023 13 Jan 2024
    Tanguy VAN DE WERVE DE SCHILDE 14 Jan 2023 13 Jan 2024
    Antonio PIRES DA FONSECA FRADE CORREIA 14 Jan 2023 13 Jan 2024
    Federico CUPELLI 14 Jan 2023 13 Jan 2024
    Carolina DE GIORGI 13 Jul 2022 13 Jul 2023
    Chiara CHIODO 08 Jul 2022 08 Jul 2023
    Anyve ARAKELIJAN 08 Jul 2022 08 Jul 2023
    Susan YAVARI 10 Dec 2021 10 Dec 2022
    Federico CUPELLI 10 Dec 2021 10 Dec 2022
    Ms Elona MORINA 07 Dec 2021 07 Dec 2022
    Ms Mathilda LOUSSERT 02 Dec 2021 06 Jul 2022
    Bernard DELBECQUE 02 Dec 2021 02 Dec 2022
    Marin CAPELLE 01 Dec 2021 01 Dec 2022
    Gwen LEHANE 01 Dec 2021 01 Dec 2022
    Antonio PIRES DA FONSECA FRADE CORREIA 01 Dec 2021 01 Dec 2022
    Vincent INGHAM 30 Nov 2021 30 Nov 2022
    Antonio PIRES DA FONSECA FRADE CORREIA 21 Feb 2020 01 Mar 2021
    Ms Chiara Sandon 06 Feb 2020 06 Feb 2021
    Tanguy VAN DE WERVE DE SCHILDE 11 Dec 2019 11 Dec 2020
    Mr Vincent Dessard 14 Nov 2019 14 Nov 2020
    Vincent INGHAM 05 Nov 2019 31 Oct 2020
    Federico CUPELLI 26 Sep 2019 26 Sep 2020
    Ms Agathi Pafili 30 Aug 2019 13 Dec 2019
    Ms Gabriela Diezhandino 08 Aug 2019 08 Aug 2020
    Bernard DELBECQUE 25 Jul 2019 25 Jul 2020
    Mr Andreas STEPNITZKA 25 Jul 2019 25 Jul 2020
    Aleksandra PALINSKA 22 Mar 2019 01 Apr 2020
    Antonio PIRES DA FONSECA FRADE CORREIA 23 Feb 2019 21 Feb 2020
    Ms Chiara Sandon 24 Jan 2019 24 Jan 2020
    Tanguy VAN DE WERVE DE SCHILDE 08 Dec 2018 07 Dec 2019
    Mr Vincent Dessard 01 Nov 2018 01 Nov 2019
    Vincent INGHAM 31 Oct 2018 31 Oct 2019
    Federico CUPELLI 25 Sep 2018 26 Sep 2019
    Mr Peter DE PROFT 03 Aug 2018 20 Jul 2019
    Ms Gabriela Diezhandino 03 Aug 2018 08 Aug 2019
    Bernard DELBECQUE 06 Jul 2018 06 Jul 2019
    Ms Agathi Pafili 06 Jul 2018 06 Jul 2019
    Mr Andreas STEPNITZKA 06 Jul 2018 06 Jul 2019
    Ms Inga Nitsche 12 Jun 2018 23 Jan 2019
    Ms Grainne Delaney 09 Jun 2018 18 Nov 2018
    Ms Chiara Sandon 15 Jan 2018 12 Jan 2019
    Vincent INGHAM 27 Oct 2017 25 Oct 2018
    Mr Vincent Dessard 27 Oct 2017 26 Oct 2018
    Federico CUPELLI 05 Oct 2017 25 Sep 2018
    Ms Gabriela Diezhandino 10 Aug 2017 03 Aug 2018
    Mr Peter DE PROFT 03 Aug 2017 02 Aug 2018
    Bernard DELBECQUE 20 Jul 2017 06 Jul 2018
    Ms Agathi Pafili 20 Jul 2017 06 Jul 2018
    Mr Andreas STEPNITZKA 20 Jul 2017 06 Jul 2018
    Ms Grainne Delaney 13 Jun 2017 09 Jun 2018
    Ms Ana Teresa Bartolomeu Breda 13 Jun 2017 05 Oct 2017
    Ms Inga Nitsche 13 Jun 2017 10 Jun 2018
    Vincent INGHAM 27 Oct 2016 26 Oct 2017
    Mr Vincent Dessard 27 Oct 2016 26 Oct 2017
    Federico CUPELLI 30 Sep 2016 17 Sep 2017
    Mr Peter DE PROFT 22 Aug 2016 03 Aug 2017
    Ms Gabriela Diezhandino 22 Aug 2016 10 Aug 2017
    Bernard DELBECQUE 19 Jul 2016 07 Jul 2017
    Ms Agathi Pafili 19 Jul 2016 07 Jul 2017
    Mr Andreas STEPNITZKA 19 Jul 2016 06 Jul 2017
    Ms Grainne Delaney 15 Jun 2016 10 Jun 2017
    Vincent INGHAM 31 Oct 2015 27 Oct 2016
    Mr Vincent Dessard 31 Oct 2015 27 Oct 2016
    Federico CUPELLI 22 Sep 2015 16 Sep 2016
    Mr Peter DE PROFT 13 Aug 2015 07 Aug 2016
    Ms Gabriela Diezhandino 13 Aug 2015 07 Aug 2016
    Bernard DELBECQUE 11 Jul 2015 09 Jul 2016
    Ms Agathi Pafili 11 Jul 2015 09 Jul 2016
    Mr Andreas STEPNITZKA 11 Jul 2015 09 Jul 2016
    Ms Grainne Delaney 16 Jun 2015 12 Jun 2016
    Ms Vilma Domenicucci 16 Jun 2015 12 Dec 2015
    Ms Vilma Domenicucci 17 Mar 2015 12 Jun 2015
    Ms Gabriela Diezhandino 05 Sep 2014 13 Aug 2015
    Vincent INGHAM 04 Nov 2014 31 Oct 2015
    Mr Vincent Dessard 04 Nov 2014 31 Oct 2015
    Federico CUPELLI 24 Sep 2014 22 Sep 2015
    Mrs Gabriela DIEZHANDINO 05 Sep 2014 27 Jan 2015
    Mr Peter DE PROFT 27 Aug 2014 13 Aug 2015
    Bernard DELBECQUE 16 Jul 2014 11 Jul 2015
    Ms Agathi Pafili 16 Jul 2014 11 Jul 2015
    Mr Andreas STEPNITZKA 16 Jul 2014 11 Jul 2015
    Ms Grainne Delaney 24 Jun 2014 16 Jun 2015
    Mr Esa Jarkko Ilmari SYYRILÄ 20 Nov 2013 19 Jun 2014
    Vincent INGHAM 16 Nov 2013 04 Nov 2014
    Mr Vincent Dessard 16 Nov 2013 04 Nov 2014
    Mr Peter DE PROFT 07 Sep 2013 27 Aug 2014
    Mr Pierre Aveline de Rossignol 07 Sep 2013 20 Jun 2014
    Bernard DELBECQUE 20 Jul 2013 16 Jul 2014
    Ms Agathi Pafili 20 Jul 2013 16 Jul 2014
    Mr Andreas STEPNITZKA 20 Jul 2013 16 Jul 2014
    Vincent INGHAM 30 Jan 2013 16 Nov 2013
    Mr Esa Jarkko Ilmari SYYRILÄ 26 Jan 2013 16 Nov 2013
    Mr Vincent Dessard 26 Jan 2013 16 Nov 2013
    Mr Peter DE PROFT 17 Oct 2012 12 Sep 2013
    Mr Pierre Aveline de Rossignol 17 Oct 2012 12 Sep 2013
    Ms Yvonne Lenoir Gehl 17 Oct 2012 17 Jul 2013
    Ms Agathi Pafili 15 Sep 2012 20 Jul 2013
    Mr Pierre Aveline de Rossignol 08 Aug 2012 17 Oct 2012
    Ms Yvonne Lenoir Gehl 08 Aug 2012 17 Oct 2012
    Bernard DELBECQUE 08 Aug 2012 20 Jul 2013
    Mr Vincent Dessard 26 Apr 2012 08 Feb 2013
    Mr Peter DE PROFT 13 Dec 2011 17 Oct 2012
    Floriana Cimmarusti 17 Jan 2012 07 Aug 2012
    Vincent INGHAM 17 Jan 2012 08 Feb 2013
    Mr Esa Jarkko Ilmari SYYRILÄ 17 Jan 2012 08 Feb 2013

    Complementary Information

    Headcount varied in the course of 2023; reorganisation of staff activities.

    Person in charge of EU relations

    Data not provided by Register Secretariat due to GDPR

    Person with legal responsibility

    Data not provided by Register Secretariat due to GDPR

  • Categories

    Category

    Trade and business associations

  • Networking

    Affiliation

    - European Parliamentary Financial Services Forum (EPFSF)
    - ESMA SMSG,
    - ESMA Investment Management Standing Committee (IMSC) Consultative WG,
    - EIOPA Stakeholder Group
    - Financial Data Exchange Templates (FINDATEX) (founder member+ secretariat)
    - Affiliate Member of the International Organization of Securities Commissions (IOSCO)
    - EFRAG (Sustainability Reporting Pillar)
    - European Money Markets Institute (EMMI)
    - European Capital Markets Institute (ECMI),
    - International Capital Market Association (ICMA) /Alternative Investment Management Association (AIMA) (observer)
    - International Investment Funds Association (IIFA)
    - Federation of European and International Associations (FAIB)

    Member organisations

    https://www.efama.org/index.php/about-us/our-members

  • Financial Data

    Interests represented

    Promotes their own interests or the collective interests of their members

    Closed financial year

    Jan 2023 - Dec 2023

    Lobbying costs for closed financial year

    2,750,000€ - 2,999,999€

    Major contributions in closed year

    None declared

    Intermediaries for closed year

    NameAmount
    hume brophy 50,000€ - 99,999€
    kreab brussels 50,000€ - 99,999€

    Intermediaries for current year

    Name
    kreab brussels

    Closed year Costs

    2,750,000€ - 2,999,999€

    Other financial info

    EFAMA’s budget is based on membership fees exclusively. EFAMA has 29 member associations, 54 corporate members and 25 associate members.

    EFAMA’s annual calculations of costs attributable to activities covered by the Register have been made following the EC Guidelines with regards to the activities covered within the scope of the Register and the calculation of estimated annual costs of the activities of the Register (staff costs, office and admin expenses, in-house operational expenditure, representation costs, etc)

  • EU Structures

    Groups (European Commission)

    European Union Eco-labelling Board#E00374#https://ec.europa.eu/transparency/expert-groups-register/screen/expert-groups/consult?lang=en&groupID=374 #Member #C#Finance

    Groups (European Parliament)

    Competitive European Industry: long-term and sustainable investment

    Communication activities

    Publications:
    - Retail Investment Strategy: positive elements for European investors and ones that should be reconsidered
    - Sustainable Investing Explained in 9 Questions (brochure and video)
    - FAQ ELTIF Regulation 2.0
    - Open-ended funds and resilient capital markets (the perspective of the European asset management industry)
    - Asset Management Report (and video)
    - Fact Book 2023 (and video)
    - Household Participation in Capital Markets

    - Market Insights series aiming at analysing recent industry trends and developments based on the latest available data. Findings are presented in a succinct and visual way and put into a policy perspective: The AIF Market; UCITS ETFs - a growing market in volatile times; The SFDR Fund Market - ESG Ratings of Article 8 and 9 Funds

    Events:
    - European Retirement Week
    - Supporter of IOSCO’s World Investor Week
    - Global Money Week
    - Webinars on financial services industry specific topics (e.g. ELTIF, Consolidated Tape, PRIIPs, EMIR, ESG)
    - EFAMA Investment Management Forum

    Other activities

    None declared

  • Meetings

    Meetings

    15 meetings found. Download meetings

    The list below only covers meetings held since November 2014 with commissioners, their cabinet members or directors-general at the European Commission; other lobby meetings with lower-level staff may have taken place, but the European Commission doesn't proactively publish information about these meetings. For more information about which commissioner is responsible for which portfolio, check out this link: https://commissioners.ec.europa.eu/index_en All information below comes from European Commission web pages.

    1 July 2024: We have noted that some meetings are appearing in duplicate, ie. some meetings seem to be listed twice. This seems to be because the Commission changes some element of a meeting data after the meeting has first been listed, which causes LobbyFacts to register it as a new meeting. We are investigating further.

    • Date 18 Jul 2023 Location Brussels
      Subject Distribution of Retail financial products
      Cabinet Cabinet of Commissioner Mairead Mcguinness
      Portfolio Financial services, financial stability and Capital Markets Union
      Attending
      • Agnieszka Drzewoska (Cabinet member)
      • Patricia Reilly (Cabinet member)
      • Mairead McGuinness (Commissioner)
      Other Lobbyists
    • Date 24 Mar 2023 Location video conference
      Subject Retail investment strategy
      Cabinet Cabinet of Executive Vice-President Valdis Dombrovskis
      Portfolio An Economy that Works for People
      Attending
      • Andrea Beltramello (Cabinet member)
    • Date 24 Mar 2023 Location Virtual Meeting
      Subject Retail investment strategy
      Cabinet Cabinet of Commissioner Mairead Mcguinness
      Portfolio Financial services, financial stability and Capital Markets Union
      Attending
      • Agnieszka Drzewoska (Cabinet member)
    • Date 14 Jan 2022 Location Virtual meeting
      Subject Financial literacy
      Cabinet Cabinet of Commissioner Mairead Mcguinness
      Portfolio Financial services, financial stability and Capital Markets Union
      Attending
      • Nicolo Brignoli (Cabinet member)
    • Date 10 Nov 2021 Location video confrerence
      Subject Review of the Markets in Financial Instruments Regulation
      Cabinet Cabinet of Executive Vice-President Valdis Dombrovskis
      Portfolio An Economy that Works for People
      Attending
      • Andrea Beltramello (Cabinet member)
    • Date 09 Nov 2021 Location Virtual Meeting
      Subject Introductory discussion, financial literacy, retail investor.
      Cabinet Cabinet of Commissioner Mairead Mcguinness
      Portfolio Financial services, financial stability and Capital Markets Union
      Attending
      • Agnieszka Drzewoska (Cabinet member)
    • Date 14 Oct 2021 Location virtual
      Subject Mandatory Buy-In rules, CSRD review
      Cabinet Cabinet of Commissioner Mairead Mcguinness
      Portfolio Financial services, financial stability and Capital Markets Union
      Attending
      • Florian Denis (Cabinet member)
    • Date 14 Sep 2021 Location virtual
      Subject Mandatory Buy-In rules, CSRD review
      Cabinet Cabinet of Commissioner Mairead Mcguinness
      Portfolio Financial services, financial stability and Capital Markets Union
      Attending
      • Florian Denis (Cabinet member)
    • Date 13 Jul 2021 Location VIDEO CONFERENCING
      Subject CMU ISSUES.
      Cabinet Cabinet of Commissioner Mairead Mcguinness
      Portfolio Financial services, financial stability and Capital Markets Union
      Attending
      • Mairead McGuinness (Commissioner)
    • Date 24 Mar 2021 Location virtual
      Subject AIFMD/ELTIF/CMU
      Cabinet Cabinet of Commissioner Mairead Mcguinness
      Portfolio Financial services, financial stability and Capital Markets Union
      Attending
      • Florian Denis (Cabinet member)
    • Date 22 Oct 2019 Location Brussels
      Subject CMU, sustainable finance
      Cabinet Cabinet of Vice-President Valdis Dombrovskis
      Portfolio Euro and Social Dialogue, also in charge of Financial Stability, Financial Services and Capital Markets Union
      Attending
      • Andrea Beltramello (Cabinet member)
    • Date 14 Mar 2018 Location Brussels
      Subject PEPPs
      Cabinet Cabinet of Vice-President Jyrki Katainen
      Portfolio Jobs, Growth, Investment and Competitiveness
      Attending
      • Marlene Madsen (Cabinet member)
    • Date 22 Mar 2017 Location Brussels
      Subject Fund Distribution, PEPP
      Cabinet Cabinet of Vice-President Valdis Dombrovskis
      Portfolio Euro and Social Dialogue, also in charge of Financial Stability, Financial Services and Capital Markets Union
      Attending
      • Tatyana Panova (Cabinet member)
      • Valdis Dombrovskis (Vice-President)
      Other Lobbyists
    • Date 21 May 2015 Location Brussels
      Subject CMU
      Cabinet Cabinet of Vice-President Jyrki Katainen
      Portfolio Jobs, Growth, Investment and Competitiveness
      Attending
      • Valérie Herzberg (Cabinet member)
    • Date 29 Jan 2015 Location Brussels
      Subject CMU, Long-term savings, Product disclosure
      Cabinet Cabinet of Commissioner Jonathan Hill
      Portfolio Financial Stability, Financial Services and Capital Markets Union
      Attending
      • Jonathan Hill (Commissioner)
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