2016 was a key milestone for EFA as we celebrated our 20th anniversary as well as 10 years of presence in the French market
Compliance, Risk and Performance Solutions
A wide range of services for risk and compliance officers:
Investment compliance and asset eligibility
Risk & performance measurement
Key Performance Indicators (KPI) and Management Information Summary (MIS)
Solvency Data Set Services
To help management companies gather the required data, EFA produces a Solvency data set enabling insurers to feed their regulatory reporting and their risk management tools. Clients can obtain data set built on the regulatory "QRTs" format and/or on the "tripartite" template.
EFA delegates at the ALFI Impact Investing Conference
EFA delegates at the ALFI European Asset Management Conference
ESMA opinion on UCITS share classes – our service offering
funds under administration
billion Euro of assets under administration
depositary banks linked to EFA
Who are we?
EFA is an independent and highly specialised company offering a complete range of innovative services, delivered with a personal touch, to the most demanding clients in the global fund industry.
The choice of the origami theme illustrates our agility, expertise and know-how. Origami art requires these abilities and is based on creating an infinite number of shapes from a square sheet of paper. The square sheet of paper represents EFA's logo.