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.
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.
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
CONSULTATION – May/June 2019
FINAL REPORT – July 2019
Jean-Pierre Pinatton, Supervisory Board, Oddo BHF
Karel Lannoo, CEO, CEPS
Cosmina Amariei, Researcher, ECMI
Participation is limited to members of the Experts Group, the Task Force, academic/policy/industry observers and selected invitees. The final report will be launched at a public event in Brussels, open to the press, in the presence of high level policymakers and market participants.
Please do not hesitate to contact Cosmina Amariei by email at: firstname.lastname@example.org or by phone on +32 222 93 955.