Europejski Urząd Nadzoru Giełd i Papierów Wartościowych (European Securities and Markets Authority - ESMA), Wydajność i koszty produktów inwestycyjnych UE dla handlu detalicznego

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Opublikowano: LEX/el. 2022
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Wydajność i koszty produktów inwestycyjnych UE dla handlu detalicznego

5 April 2022

ESMA 50-165-1677

Performance and Costs of EU Retail Investment Products

ESMA Annual Statistical Report 2022

Executive summary

The ESMA Annual Statistical Report 2022 provides an update on the performance and costs of EU retail investment products for 2020, which have been substantially affected by the COVID-19 pandemic. This update and our indicators for cost and performance between 2011 and 2020 cover Undertakings for Collective Investment in Transferable Securities (UCITS), Alternative Investment Funds (AIFs), and Structured Retail Products (SRPs). Compared with the 2021 edition, this report is enhanced by a more in-depth analysis on cross-border funds, additional analysis on UCITS following environmental, social and governance (ESG) strategies, analysis on the performance of retail AIFs and the study of performance and costs of SRPs based on Packaged Retail Investment and Insurance Products’ Key Information Documents (PRIIPs KID). Improvements in the data continue, but significant data...

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