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EFC Overview.pdf

EFC_Procedural_Overview.pdf
Preview of EFC Overview
🔗 Source: fundconnect.com
📊 Size: 914 KB
📄 Pages: 14 pages
⬇️ Downloads: 44

Summary

The European Fund Classification (EFC) is a holding-based classification that determines fund categories based on 10 criteria, including country/region, sector, and market capitalization. The Classification Administrator (CA), FundConnect, collates and reviews portfolio holdings and monitors adherence to classification criteria on a quarterly basis. The classification results are freely available, and an indicative classification serves as a preliminary step towards a verified classification. The process involves an introductory meeting, setting up data flow, and classification provision, with ongoing monitoring and potential adjustments. Fund managers can contribute to improving the classification, and the CA provides a verification report and declaration.

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Description

The European Fund Classification (EFC) is a holding-based classification that determines fund categories based on 10 criteria, including country/region,...

Technical Information

  • File Format: PDF
  • File Size: 914 KB
  • Pages: 14
  • Language: EN
  • Total Downloads: 44
  • Last Updated: 6 days ago

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