Creating true cross-border transparency for the European market

FundConnect's Role in the EFC

FundConnect has been appointed by EFAMA to perform the duties as Classification Administrator of the European Fund Classification. FundConnect collects the underlying portfolio holdings and works on performing the analytical duties to create the classification results.

Introduction to EFC

The European Fund Classification (EFC) is a pan-European classification system developed by the European Fund Categorization Forum (EFCF) – a working group of the European Fund and Asset Management Association (EFAMA). Currently, around 21000 entities (funds and share classes) supplied by 130 leading European fund groups have been classified.

What is the European Fund Classification?

The classification is a standardized set of fund classification rules allowing funds to be easily compared regardless of country specific classification rules, but on a much wider Pan-European scale.

Benefits of the Classification

  • Transparent comparisons of cross-border funds
  • A common language for fund classifications
  • Less controversial peer group analysis

Get your funds classified for free

If you want to be included in the classification it is totally free of charge. Please contact us using the form below.

Additional information

Additional information regarding the European Fund Classification can be found on EFAMA’s website.

 

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