Europejski Urząd Nadzoru Giełd i Papierów Wartościowych (European Securities and Markets Authority - ESMA), Sprawozdanie ESMA na temat kosztów i wyników detalicznych produktów inwestycyjnych w Unii Europejskiej

17 January 2023

ESMA50-165-2357

ESMA Market Report Costs and Performance of EU Retail Investment Products 2023

Executive Summary

Our 2023 ESMA Statistical Report on Costs and Performance of EU Retail Investment Products provides an overview of key developments up to end-2021, a year characterised by economic recovery, increasing financial market valuations and mounting inflationary pressures. Since then, investment markets have undergone a pronounced downturn, mainly associated with the Russian war against Ukraine, the related turmoil affecting the energy market and the sharp change in monetary conditions. These recent developments, occurred after the reporting period of the current costs and performance report, cannot be reflected in the report. They are covered, however, in our semi-annual publications on Trends, Risks and Vulnerabilities (TRV) and our ad-hoc Risk Updates.

Building on our past cost and performance reports, this year’s analysis covers Undertakings for Collective...