Saturday | 26 Sep 2020
CEPS Task Force

Asset Allocation in Europe

What challenges and opportunities lie ahead?

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BACKGROUND

In the coming years, asset allocation will be impacted by the changing macroeconomic environment, evolving investor demographics, technology and regulation. The purpose is to contribute to the public debate about the need to facilitate European households’ access to savings products with stable returns over time, and to promote long-term investment across the EU through more capital markets-based financial intermediation.

Detailed information is available on this dedicated webpage.

MAIN OBJECTIVE

This Task Force aims to engage a diverse group of stakeholders in a structured dialogue to: 1) identify the factors at macro- and micro- level driving investment decisions; 2) analyse their impact on households/retail investors and on different categories of financial intermediaries; and 3) put forward a list of recommendations to strengthen the long-term savings & investment channel in Europe.

With the new European Parliament and European Commission, it is important to avoid the CMU becoming another legislative scoreboard. The task force report aims to provide a long-term vision for retail & institutional investors as well as supervisors & policy makers.

TIMELINE

MEETING 1 – 14 June 2017

FOCUS: 1) short vs long term investment; 2) asset managers

MEETING 2 –  24 October 2017

FOCUS: 3) insurance companies; 4) pension funds

MEETING 3 – 20 March 2018

FOCUS: 5) retail investors; 6) sustainable investment

MEETING 4 –  31 October 2018

FOCUS: Workshop on policy recommendations

SUSTAINABLE FINANCE SERIES – March to November 2019
CONSULTATION with TASKFORCE  – June to October 2019
FINAL REVIEW by CHAIRMAN –  November 2019 to March 2020
RELEASE OF THE FINAL REPORT – 24 April 2020

CHAIRMAN

Jean-Pierre Pinatton, Supervisory Board, Oddo BHF

RAPPORTEURS

Karel Lannoo, CEO, CEPS

Cosmina Amariei, Researcher, ECMI

PARTICIPATION

Participation is limited to members of the Experts Group, the Task Force, academic/policy/industry observers and selected invitees.

CONTACT US

Please do not hesitate to contact Cosmina Amariei by email at: cosmina.amariei@ceps.eu or by phone on +32 222 93 955.

Cosmina Amariei

Researcher

+32 (0)2 229 39 55

Karel Lannoo

Chief Executive Officer

+32 (0)2 229 39 82