Why EFA ?
Since its inception in 1996, EFA’s range of services has expanded far beyond fund administration.
It is now a specialised financial services company and a market reference in tailor-made services. We promote innovation and continuously develop new products and services by closely tracking market and regulatory trends. We do this in open architecture for investment funds and other investment vehicles and through the provision of specialised institutional services. Quality is our top priority: that is also why we do not offshore our activities.
Our expertise goes beyond Luxembourg as EFA is servicing structures domiciled for example in France or in the Nordics.
Our 3 Business Lines
- Key Figures -
152.1
Billion €
assets under
administration
6.340
funds
under
administration
187
Clients
from
21 countries
94
Management companies
working
with EFA
219.580
NAVs
calculated
per year
1.421.539
portfolio
transactions
per year
7.822.985
SWIFT
messages
processed yearly
- As 31 December 2022 -
The PAI Statement is due in a few months
By the 30 June 2023, the first SFDR reporting on Principle Adverse Impact (or PAI Statements) is due.
EFA helps you understand regulatory requirements and provides you with comprehensive ESG services to ensure you comply with SFDR and EU Taxonomy regulations. We prepared a quick overview of what you should know about the subject.
To learn more about about the PAI Statements: More info here
EFA is an independent and highly specialised company offering a complete range of innovation services, delivered with a personal touch, to the most demanding clients in the global fund industry.
